Kris Kellinghaus
Director de Inversiones en MCF Advisors LLC .
Perfil
Mr. Kristopher J.
Kellinghaus, CFA MBA, is a Director of Investments & Chief Investment Officer at MCF Advisors LLC.
He is the head of the Investment Management Department and leads the Executive Investment Committee in developing MCF’s investment outlook and investment program.
He oversees all aspects of portfolio management and research, including asset allocation, due diligence, security selection, and implementation.
Prior to joining MCF, he worked for investment firms in Northern Kentucky and Cincinnati as an investment advisor and associate portfolio manager.
He is a CFA Charter holder, CAIA Charter holder, and a Certified Financial Planner professional.
He graduated from Northern Kentucky University with a Bachelor of Science in Finance, received his MBA in Finance from Xavier University, and earned his Master of Arts in Applied Economics from the University of Cincinnati.
Cargos activos de Kris Kellinghaus
Empresas | Cargo | Inicio |
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MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Director de Inversiones | 01/02/2014 |
Antiguos cargos conocidos de Kris Kellinghaus.
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Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Analyst-Equity | 31/01/2014 |
Jack C. Keir, Inc.
Jack C. Keir, Inc. Miscellaneous Commercial ServicesCommercial Services Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH. | Corporate Officer/Principal | 31/12/2009 |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Formación de Kris Kellinghaus.
Northern Kentucky University | Undergraduate Degree |
Xavier University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 4 |
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Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
Jack C. Keir, Inc.
Jack C. Keir, Inc. Miscellaneous Commercial ServicesCommercial Services Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH. | Commercial Services |
MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
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