Profil
Ms. Kerry Kozlowski is a Managing Director-Business Development at Cornerstone Advisors, Inc. (Washington).
She joined Conerstone in 2008.
Prior to that, she was a principal and business development officer at Coldstream Capital Management.
Prior to joining Coldstream Capital Management, she founded The Giving Network.com, an Internet-based resource for philanthropic and tax-advantaged charitable gift planning.
She also directs strategic partnerships, sales and marketing at Coldstream Capital Management.
In 1989, Ms. Kozlowski started her career with Barclays de Zoete Wedd Securities in Seoul, South Korea, a division of Barclays Bank of London, England, as an international equity analyst.
Her responsibilities included equity research, financial modeling, and securities analysis of South Korean listed companies.
In 1993, she joined Lexington Global Management, a family of global mutual funds based in Saddlebrook, New Jersey.
At Lexington, she was jointly responsible for managing Dollar 750 million for five international mutual funds.
Her responsibilities included global economic analysis, equity research, financial modeling, and securities analysis of portfolio holdings in Hong Kong, Singapore, Malaysia, Thailand, South Korea, China, Indonesia and the Philippines.
In 1996, Ms. Kozlowski joined First Hawaiian Bank Trust & Investments, in Honolulu, Hawaii as senior portfolio manager, US Equity Team.
At First Hawaiian Bank, she was the lead portfolio manager and client relationship officer on select high net worth individuals, families, charitable foundations, and corporate benefit accounts, providing investment management services.
Ms. Kozlowski earned her Bachelor of Arts degree in Political Science from the University of Alberta, Canada in 1988.
She is also a Candidate in the Certified Financial Planner program.
Anciens postes connus de Kerry Kozlowski
| Sociétés | Poste | Fin |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Analyst-Equity | 01/05/2006 |
Bishop Street Capital Management Corp.
 Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Lexington Global Asset Managers, Inc.
 Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Corporate Officer/Principal | 01/01/1996 |
First Hawaiian Bank
 First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Corporate Officer/Principal | - |
Formation de Kerry Kozlowski
| University of Alberta | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Finance |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Finance |
First Hawaiian Bank
First Hawaiian Bank Regional BanksFinance First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI. | Finance |
