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Kathleen Andrews Warren
Director Financiero/CFO en Cardinal Capital Management, Inc. (North Carolina) .
Perfil
Ms. Kathleen A.
Warren is Vice President at Cardinal Capital Management, Inc. (North Carolina) and a Member at Juvenile Diabetes Research Foundation Ltd.
In Cardinal Capital Management she serves as a Portfolio Manager at Cardinal.
She performs equity and fixed income analysis, services client investment portfolios and client needs, and manages firm’s proprietary multi-factor valuation model.
Currently she is a member of the Young Leaders Committee for the Juvenile Diabetes Research Foundation’s Triangle Chapter.
Prior to joining Cardinal Capital Management in June 2010, Ms. Warren worked as an Associate at Credit-Suisse in their Private Bank in Atlanta, GA.
She was a member of the Carolina Women in Business Club in UNC’s Kenan-Flagler Business School and co-chaired Kenan-Flagler’s Habitat for Humanity Annual Golf Charity event.
Prior to graduate school, she worked at Cardinal as an Analyst supporting client needs, executing trades, preparing annual reviews and doing equity research.
She worked at Thomas Weisel Partners in the Private Client group in New York City where she passed the series 7 and 63 exams.
She also spent time in New York and London working for Sotheby’s Auction House in the English Furniture Department.
She received her B.A.
from Wake Forest University where she was a member of the women’s soccer team.
She received her M.B.A from UNC’s Kenan-Flagler Business School.
Cargos activos de Kathleen Andrews Warren
Empresas | Cargo | Inicio |
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Cardinal Capital Management, Inc. (North Carolina)
![]() Cardinal Capital Management, Inc. (North Carolina) Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal Capital) is an independent, registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Joel Millikan in 1992. Cardinal Capital provides investment advisory services and investment related consulting services to individual and institutional clients. | Director Financiero/CFO | 01/06/2010 |
Antiguos cargos conocidos de Kathleen Andrews Warren.
Empresas | Cargo | Fin |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Juvenile Diabetes Research Foundation Ltd.
![]() Juvenile Diabetes Research Foundation Ltd. Miscellaneous Commercial ServicesCommercial Services Juvenile Diabetes Research Foundation Ltd. is a British company that engages in the prevention, treatment, causes, and cure for diabetes. The CEO of the non-profit company is Karen Addington. | Corporate Officer/Principal | - |
Thomas Weisel Partners LLC
![]() Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Corporate Officer/Principal | - |
Thomas Weisel Partners Group, Inc.
![]() Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formación de Kathleen Andrews Warren.
Wake Forest University | Undergraduate Degree |
Kenan-Flagler Business School | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 5 |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Thomas Weisel Partners Group, Inc.
![]() Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Finance |
Thomas Weisel Partners LLC
![]() Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
Cardinal Capital Management, Inc. (North Carolina)
![]() Cardinal Capital Management, Inc. (North Carolina) Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal Capital) is an independent, registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Joel Millikan in 1992. Cardinal Capital provides investment advisory services and investment related consulting services to individual and institutional clients. | Finance |
Juvenile Diabetes Research Foundation Ltd.
![]() Juvenile Diabetes Research Foundation Ltd. Miscellaneous Commercial ServicesCommercial Services Juvenile Diabetes Research Foundation Ltd. is a British company that engages in the prevention, treatment, causes, and cure for diabetes. The CEO of the non-profit company is Karen Addington. | Commercial Services |
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