Mitchell G. Kaczmarek
Director de Investigación - Fxd Inc en Capital Advisors, Inc. (Oklahoma) .
Perfil
Mr. Mitchell G.
Kaczmarek, CFA, is a Director of Fixed Income Research at Capital Advisors, Inc. (Oklahoma).
He joined the firm in 2016 and has over 20 years of investment management industry experience.
Prior to joining Capital Advisors, he served as the Director of Fixed Income for a $5+ billion multi-family office in Dallas, TX, where he managed high net worth individuals bond portfolios along with implementing the firm’s strategic fixed income product offerings.
He spent the first ten years of his career at Sterling Capital Management in Charlotte, NC, the $50+ billion investment management division of BB&T Corp, as a fixed income portfolio manager overseeing institutional clients taxable and municipal bond portfolios.
Mr. Kaczmarek earned a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and holds the Chartered Financial Analyst designation.
Cargos activos de Mitchell G. Kaczmarek
| Empresas | Cargo | Inicio |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Director de Investigación - Fxd Inc | 01/08/2016 |
Antiguos cargos conocidos de Mitchell G. Kaczmarek.
| Empresas | Cargo | Fin |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analista-Renta Fija | 31/12/2008 |
| Painewebber Group, Inc. | Corporate Officer/Principal | 31/12/1997 |
Formación de Mitchell G. Kaczmarek.
| The University of North Carolina at Charlotte | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
| Painewebber Group, Inc. | Finance |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
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