Kate Saltonstall

Directeur en chef des Investissements chez

Sandy Cove Advisors LLC

Finance

Consumer Services

Profil

Ms. Katherine Saltonstall, CFA MBA, is a Chief Investment Officer at Sandy Cove Advisors LLC.
Bringing three decades of investment experience in navigating financial markets.
She employs a disciplined approach to constructing and tailoring portfolios to meet our clients’ unique financial goals.
She also heads our Investment Committee which helps determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
For the first half of her career, she honed her skills as a portfolio manager at BlackRock and as an equity analyst at Boston Partners, Independence Investments, and Morgan Stanley.
More recently, she has been a financial advisor for families and individuals.
She holds a Bachelor of Arts (BA) from Lehigh University and a Master of Business Administration (MBA) from Tulane University.
She is a member of the CFA Society in Boston, having earned her chartered financial analyst designation in 2001.

Postes actifs de Kate Saltonstall

Sociétés	Poste	Début
Sandy Cove Advisors LLC Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalizations and styles that aim to provide solid investment returns over multiple market cycles. The firm seeks to construct portfolios that strike an appropriate balance of active and passive investments.	Directeur en chef des Investissements	01/01/2020

Tous les postes actifs de Kate Saltonstall

Anciens postes connus de Kate Saltonstall

Sociétés	Poste	Fin
Independence Investments LLC Independence Investments LLC Investment ManagersFinance Independence follows a multi-dimensional investment process applying fundamental research and quantitative modeling to create return predictions. In fundamental research, analysts determine how economic and competitive forces are likely to shape the prospects for each of the companies in their investment universe. The analysts interview the management of these companies, as well as suppliers, customers, competitors and other industry experts. Quantitative research is then used to translate these fundamental insights into computer-based methods for stock selection. Independence's investment philosophy and process seeks to minimize style and sector biases.	Analyst-Equity	31/12/2000
Robeco Boston Partners Asset Management LLC Robeco Boston Partners Asset Management LLC Investment ManagersFinance BP's equity products share a value oriented, risk averse investment philosophy. Their fixed-income products seek to build in a yield premium versus the appropriate benchmark through bottom-up security selection and a focus on the corporate and mortgage sectors of the bond market. They use a bottom-up investment process to identify portfolio candidates. The process is driven by internal fundamental research streamlined by quantitative screening. Quantitative screening identifies companies within the universe that are attractively valued and demonstrate a quantifiable measure of business momentum. Fundamental research involves a detailed analysis of the business dynamics supporting a portfolio candidate's current value and prospects for future growth. Beyond demonstrating value and momentum criteria identified in the screening results, portfolio candidates must also exhibit strong business fundamentals and improving business trends as determined through fundamental research. BP's fixed-income portfolio construction process focuses on achieving a yield advantage through their individual security selection process while carefully avoiding interest rate risk. They focus on the corporate and mortgage sectors that they believe offer the best risk-adjusted yield opportunities.	Analyst-Equity	31/12/1999
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/1996
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Analyst-Equity	-

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Robeco Boston Partners Asset Management LLC Robeco Boston Partners Asset Management LLC Investment ManagersFinance BP's equity products share a value oriented, risk averse investment philosophy. Their fixed-income products seek to build in a yield premium versus the appropriate benchmark through bottom-up security selection and a focus on the corporate and mortgage sectors of the bond market. They use a bottom-up investment process to identify portfolio candidates. The process is driven by internal fundamental research streamlined by quantitative screening. Quantitative screening identifies companies within the universe that are attractively valued and demonstrate a quantifiable measure of business momentum. Fundamental research involves a detailed analysis of the business dynamics supporting a portfolio candidate's current value and prospects for future growth. Beyond demonstrating value and momentum criteria identified in the screening results, portfolio candidates must also exhibit strong business fundamentals and improving business trends as determined through fundamental research. BP's fixed-income portfolio construction process focuses on achieving a yield advantage through their individual security selection process while carefully avoiding interest rate risk. They focus on the corporate and mortgage sectors that they believe offer the best risk-adjusted yield opportunities.	Finance
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Finance
Independence Investments LLC Independence Investments LLC Investment ManagersFinance Independence follows a multi-dimensional investment process applying fundamental research and quantitative modeling to create return predictions. In fundamental research, analysts determine how economic and competitive forces are likely to shape the prospects for each of the companies in their investment universe. The analysts interview the management of these companies, as well as suppliers, customers, competitors and other industry experts. Quantitative research is then used to translate these fundamental insights into computer-based methods for stock selection. Independence's investment philosophy and process seeks to minimize style and sector biases.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tulane University (Louisiana) Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sandy Cove Advisors LLC Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalizations and styles that aim to provide solid investment returns over multiple market cycles. The firm seeks to construct portfolios that strike an appropriate balance of active and passive investments.	Finance