Kim Yoshida
Gestor de Cartera-Acciones en Curbstone Financial Management Corp. .
Perfil
Ms. Sarah Q.
Yoshida, CFA, is a Portfolio Manager at Curbstone Financial Management Corp.
She has over 40 years of experience in the investment management business.
Ms. Yoshida was a senior vice president and partner at a private investment management firm in Massachusetts for 18 years.
Prior to that, she was a member of the Strategy Group at First NH Investment Services and a senior VP and senior investment officer at Amoskeag Bank, where she was responsible for setting the division’s investment policy and strategy and for overseeing the management of $500 million of trust assets.
In all capacities, her responsibilities have included security analysis and management of trust, personal, endowment and retirement portfolios.
Before joining Amoskeag Bank, she was employed as a security analyst at two major firms in Boston.
She has served as a director for the Federation of Children with Special Needs and as a director for Fidelity House Human Services.
An honors graduate of Simmons College, where she majored in Management and Finance, she also earned her CFA designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Cargos activos de Kim Yoshida
Empresas | Cargo | Inicio |
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Curbstone Financial Management Corp.
Curbstone Financial Management Corp. Investment ManagersFinance Curbstone Financial Management Corp. (Curbstone) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Manchester, New Hampshire. The firm was founded in 1983 by Thomas Lewry, IV. Curbstone provides asset management services to individuals, trusts, endowments, and retirement plans. | Gestor de Cartera-Acciones | 01/01/2011 |
Antiguos cargos conocidos de Kim Yoshida.
Empresas | Cargo | Fin |
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Fidelity House, Inc.
Fidelity House, Inc. Miscellaneous Commercial ServicesCommercial Services Fidelity House, Inc. provides healthcare services. The firm's services include family support center, calendar of activities, intensive in-home services, Latino medical program, adult foster care and residential options. The company was founded in 1971 and is headquartered in Lawrence, MA. | Corporate Officer/Principal | - |
Financial Women International, Inc. | Corporate Officer/Principal | - |
Formación de Kim Yoshida.
Simmons University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Curbstone Financial Management Corp.
Curbstone Financial Management Corp. Investment ManagersFinance Curbstone Financial Management Corp. (Curbstone) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Manchester, New Hampshire. The firm was founded in 1983 by Thomas Lewry, IV. Curbstone provides asset management services to individuals, trusts, endowments, and retirement plans. | Finance |
Financial Women International, Inc. | |
Fidelity House, Inc.
Fidelity House, Inc. Miscellaneous Commercial ServicesCommercial Services Fidelity House, Inc. provides healthcare services. The firm's services include family support center, calendar of activities, intensive in-home services, Latino medical program, adult foster care and residential options. The company was founded in 1971 and is headquartered in Lawrence, MA. | Commercial Services |
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