Kate Saltonstall

Kate Saltonstall

Chief Investment Officer bei Sandy Cove Advisors LLC

Finance
Consumer Services

Profil

Ms. Katherine Saltonstall, CFA MBA, is a Chief Investment Officer at Sandy Cove Advisors LLC.
She works with our clients to ensure their financial goals translate into successful investment strategies.
She also heads firm Investment Committee which help determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
She brings over 26 years of relevant financial experience.
Ms. Saltonstall was previously employed as an Analyst by Independence Investments LLC, a Principal by Robeco Boston Partners Asset Management LLC, and a Research Analyst by Morgan Stanley & Co., Inc. She also served on the board at BlackRock Advisors LLC.
She has been a stock analyst and mutual fund portfolio manager in her first 16 years of her career and for the last 9 years as an investment advisor for families and individuals.
She received her undergraduate degree from Lehigh University and an MBA from Tulane University (Louisiana).
She is a member of the CFA Society in Boston having earned her chartered financial analyst designation in 2001.

Aktive Positionen von Kate Saltonstall

UnternehmenPositionBeginn
Chief Investment Officer 01.01.2020
Alle aktiven Positionen von Kate Saltonstall

Ehemalige bekannte Positionen von Kate Saltonstall

UnternehmenPositionEnde
Analyst-Equity 31.12.2000
Analyst-Equity 31.12.1999
Analyst-Equity 31.12.1996
Analyst-Equity -
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Ausbildung von Kate Saltonstall

Tulane University (Louisiana) Masters Business Admin
Lehigh University Undergraduate Degree

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Beziehungen

100 +

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7

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Private Unternehmen5

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