Perfil
Ms. Kathlyne K.
Kiaie is Co-Founder & Chief Compliance Officer at First Oak Capital Management LLC.
Prior to co-founding First Oak in July 2010, Ms. Kiaie was employed by Seasons Capital Management LLC, SCM Advisors LLC, PXP Securities Corp., Genesis Merchant Group Securities LLC, and Montgomery Securities, Inc.
Antiguos cargos conocidos de Kathlyne K. Kiaie.
Empresas | Cargo | Fin |
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Seasons Capital Management LLC
Seasons Capital Management LLC Investment ManagersFinance Founded in 2003, Seasons Capital Management LLC is a hedge fund manager based in San Francisco. They manage the Seasons Core Fund LP, the Seasons Institutional Core Fund LP, the Seasons Aggressive Fund LP, the Seasons Core Fund Ltd., the Seasons Aggressive Fund Ltd., the Seasons Leveraged Core Fund LP, the Seasons Leveraged Core Fund Ltd., the Seasons Core Master Fund LP, the Seasons Aggressive Master Fund LP, the Seasons Pinnacle Fund LP, the Seasons Pinnacle Fund Ltd. and the Seasons Summer Fund LP | Oficial de Cumplimiento | 01/06/2010 |
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Oficial de Cumplimiento | 01/11/2005 |
PXP Securities Corp. | Corporate Officer/Principal | 01/11/2005 |
Genesis Merchant Group Securities LLC
Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Part of JWGenesis Financial, Inc., Genesis Merchant Group Securities LLC provides security brokerage and dealer services. The company is based in Miami, FL. The company was founded by Barry S. Rosenstein. Genesis Merchant Group Securities was acquired by JWGenesis Financial, Inc. on June 12, 1998 for $15.95 million. | Corporate Officer/Principal | 01/12/1994 |
Montgomery Securities, Inc. | Oficial de Cumplimiento | 01/06/1994 |
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Empresas privadas | 6 |
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First Oak Capital Management LLC
First Oak Capital Management LLC Investment ManagersFinance Founded in 2011 by Ashish Shah, Josh Wyss, Jonathan Kahn, Scott Devinsky and Kathlyne Kiaie, First Oak Capital Management LLC is a hedge fund manager located in San Francisco. The firm manages the First Oak Acorn Fund LP. | Finance |
Seasons Capital Management LLC
Seasons Capital Management LLC Investment ManagersFinance Founded in 2003, Seasons Capital Management LLC is a hedge fund manager based in San Francisco. They manage the Seasons Core Fund LP, the Seasons Institutional Core Fund LP, the Seasons Aggressive Fund LP, the Seasons Core Fund Ltd., the Seasons Aggressive Fund Ltd., the Seasons Leveraged Core Fund LP, the Seasons Leveraged Core Fund Ltd., the Seasons Core Master Fund LP, the Seasons Aggressive Master Fund LP, the Seasons Pinnacle Fund LP, the Seasons Pinnacle Fund Ltd. and the Seasons Summer Fund LP | Finance |
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
PXP Securities Corp. | |
Genesis Merchant Group Securities LLC
Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Part of JWGenesis Financial, Inc., Genesis Merchant Group Securities LLC provides security brokerage and dealer services. The company is based in Miami, FL. The company was founded by Barry S. Rosenstein. Genesis Merchant Group Securities was acquired by JWGenesis Financial, Inc. on June 12, 1998 for $15.95 million. | Finance |
Montgomery Securities, Inc. | Finance |
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