Kathie Andrade
Vermögen: 2 Mio $ am 31.07.2026
Vermögen: 2 Mio $ am 31.07.2026
Kathie Jane Andrade is currently an Independent Director at The Brink's Co. since 2019, a Director at Grange Insurance Co. since 2020, and a Director at Lincoln Investment Co. Former positions include Chief Executive Officer-Retail Financial Services at Teachers Insurance & Annuity Association of America from 2016 to 2019, Chairman at Everbank Na from 2016 to 2018, Managing Director-Brokerage Division at Bank of America Corp.
from 1986 to 2008, Independent Director at Waddell & Reed Financial, Inc. from 2019 to 2021, and Senior Vice President & eBusiness Director at FleetBoston Financial Corp.
Education includes an undergraduate degree from Providence College, conferred in 1982.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
The Brink's Co.
The Brink's Co. Miscellaneous Commercial ServicesCommercial Services Provides armored transportation, security services and supply chain management solutions 0.03% | 28.04.2026 | 12’679 ( 0.03% ) | 2 Mio $ | 31.07.2026 |
| Unternehmen | Position | Beginn |
|---|---|---|
The Brink's Co.
The Brink's Co. Miscellaneous Commercial ServicesCommercial Services Provides armored transportation, security services and supply chain management solutions | Direktor/Vorstandsmitglied | 08.08.2019 |
Grange Insurance Co.
Grange Insurance Co. Multi-Line InsuranceFinance Provides auto, home, business and life insurance services | Direktor/Vorstandsmitglied | 27.02.2020 |
Lincoln Investment Co.
Lincoln Investment Co. Financial ConglomeratesFinance Provides investment advisory services | Direktor/Vorstandsmitglied | - |
| Unternehmen | Position | Ende |
|---|---|---|
| WADDELL & REED FINANCIAL, INC. | Direktor/Vorstandsmitglied | 30.04.2021 |
Teachers Insurance & Annuity Association of America
Teachers Insurance & Annuity Association of America Investment ManagersFinance Provides retirement planning and wealth management services | Corporate Officer/Principal | 01.03.2019 |
Everbank NA
Everbank NA Savings BanksFinance Operates as a federally chartered savings bank | Vorsitzender | 01.01.2018 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | 01.12.2008 |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Corporate Officer/Principal | - |
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| Private Unternehmen | 9 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
The Brink's Co.
The Brink's Co. Miscellaneous Commercial ServicesCommercial Services Provides armored transportation, security services and supply chain management solutions | Commercial Services |
Waddell & Reed Financial, Inc.
Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services | Finance |
Teachers Insurance & Annuity Association of America
Teachers Insurance & Annuity Association of America Investment ManagersFinance Provides retirement planning and wealth management services | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
Providence College
Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Grange Insurance Co.
Grange Insurance Co. Multi-Line InsuranceFinance Provides auto, home, business and life insurance services | Finance |
Everbank NA
Everbank NA Savings BanksFinance Operates as a federally chartered savings bank | Finance |
Lincoln Investment Co.
Lincoln Investment Co. Financial ConglomeratesFinance Provides investment advisory services | Finance |
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