Kate Elizabeth Ryan
Mitglied des Investmentausschusses bei Capital Advisors Group, Inc.
Profil
Ms. Kate E.
Ryan is Senior Portfolio Manager at Capital Advisors Group, Inc. Ms. Ryan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives.
She consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance.
She joined Capital Advisors Group in 2001 and serves on the firm’s Investment Committee.
Ms. Ryan received her BA in Economics, Magna Cum Laude, from Tufts University and an MBA from Babson College - Franklin W.
Olin Graduate School of Business.
Aktive Positionen von Kate Elizabeth Ryan
| Unternehmen | Position | Beginn |
|---|---|---|
Capital Advisors Group, Inc.
 Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Mitglied des Investmentausschusses | 01.01.2001 |
Ausbildung von Kate Elizabeth Ryan
| Babson College | Masters Business Admin |
| Tufts University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Finance |
