![Kathy Kalp](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Kathleen Kalp worked as a Senior Vice President & Senior Portfolio Manager at Montecito Bank & Trust (Invt Mgmt) from 2012 to 2022.
Prior to that, she worked as a Senior Vice President at Northern Trust of California, NA. Ms. Kalp holds an MBA from Loyola Marymount University and an undergraduate degree from the University of California, Santa Barbara.
Anciens postes connus de Kathy Kalp
| Sociétés | Poste | Fin |
|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Gestionnaire de Portefeuille-Actions | 01/04/2022 |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kathy Kalp
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Finance |
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
