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Profil
Mr. Kerry E.
Wate is a Portfolio Manager & Senior Analyst at Sparta Asset Management LLC.
He is also a Chief Risk Officer.
Prior to joining Sparta Asset Management in September 2007, Mr. Wate was employed as Vice President by Summit Capital Management LLC and as Portfolio Manager by BNY Mellon Wealth Management and Oppenheimer Investment Management LLC.
Mr. Wate received his BBA in Finance from the University of Notre Dame.
He is a Chartered Financial Analyst.
Anciens postes connus de Kerry E. Wate
| Sociétés | Poste | Fin |
|---|---|---|
Sparta Asset Management LLC
 Sparta Asset Management LLC Investment ManagersFinance Sparta Asset Management employs a growth investment approach. The firm invests primarily in the stocks of US small-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a medium turnover rate | Fondateur | 22/05/2013 |
Oppenheimer Investment Management LLC
 Oppenheimer Investment Management LLC Investment ManagersFinance OIM manages fixed-income accounts with various investment strategies. For each strategy, the investment process begins with an understanding of the client’s needs and objectives. Security selection is bottom-up and focuses on optimal bond selection. In selecting core holdings, portfolio managers look for higher yields than the strategy’s benchmark, shorter maturities, stable fundamentals, and long holding periods. The portfolio manager’s decision to sell a security involves many factors, which include whether the risk or return becomes unfavorable, an attractive alternative is available, deteriorating credit fundamentals, portfolio balancing is required, and client-specific needs. | Gestionnaire de Portefeuille-Actions | - |
Summit Capital Management LLC
 Summit Capital Management LLC Investment ManagersFinance Summit Capital Management's active asset management approach is based on a value-oriented investment philosophy that seeks preservation of capital and solid risk-adjusted returns in all market environments. The firm employs a multi-strategy, globally-oriented investment program that invests in the asset classes, investment vehicles and underlying securities that are most attractive from a fundamental value perspective at various points throughout a full market cycle. The firm's style is most synonymous with endowments and foundations targeting total return allocated across a full spectrum of asset classes through both direct and indirect active investment management. | Analyst-Equity | 01/08/2006 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Corporate Officer/Principal | - |
Formation de Kerry E. Wate
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Summit Capital Management's active asset management approach is based on a value-oriented investment philosophy that seeks preservation of capital and solid risk-adjusted returns in all market environments. The firm employs a multi-strategy, globally-oriented investment program that invests in the asset classes, investment vehicles and underlying securities that are most attractive from a fundamental value perspective at various points throughout a full market cycle. The firm's style is most synonymous with endowments and foundations targeting total return allocated across a full spectrum of asset classes through both direct and indirect active investment management. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sparta Asset Management LLC
Sparta Asset Management LLC Investment ManagersFinance Sparta Asset Management employs a growth investment approach. The firm invests primarily in the stocks of US small-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a medium turnover rate | Finance |
Oppenheimer Investment Management LLC
Oppenheimer Investment Management LLC Investment ManagersFinance OIM manages fixed-income accounts with various investment strategies. For each strategy, the investment process begins with an understanding of the client’s needs and objectives. Security selection is bottom-up and focuses on optimal bond selection. In selecting core holdings, portfolio managers look for higher yields than the strategy’s benchmark, shorter maturities, stable fundamentals, and long holding periods. The portfolio manager’s decision to sell a security involves many factors, which include whether the risk or return becomes unfavorable, an attractive alternative is available, deteriorating credit fundamentals, portfolio balancing is required, and client-specific needs. | Finance |
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