Kate Hart, Cfa
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Kate Hart, Cfa Email & Phone Number

Vice President, Client Advisory at Jordan Park Group at Jordan Park Group
Location: New York, New York, United States 8 work roles 3 schools
1 work email found @jordan-park.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email k****@jordan-park.com
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Current company
Jordan Park Group
Role
Vice President, Client Advisory at Jordan Park Group
Location
New York, New York, United States
Company size
82 employees

Who is Kate Hart, Cfa? Overview

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Quick answer

Kate Hart, Cfa is listed as Vice President, Client Advisory at Jordan Park Group at Jordan Park Group, a company with 82 employees, based in New York, New York, United States. AeroLeads shows a work email signal at jordan-park.com and a matched LinkedIn profile for Kate Hart, Cfa.

Kate Hart, Cfa previously worked as Vice President, Client Advisory at Jordan Park Group and Senior Associate, Client Advisory at Jordan Park Group. Kate Hart, Cfa holds Finance And Financial Management Services from University Of Colorado Denver.

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Email format at Jordan Park Group

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*@jordan-park.com
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Profile bio

About Kate Hart, Cfa

Katelyn joined Jordan Park in July of 2020. Prior to joining Jordan Park, she worked as a Senior Investment Analyst at Brown Brothers Harriman. There she was responsible for manager selection and asset allocation decisions. Previous in her career, Katelyn worked as an Analyst at a multi-family office in Denver, Colorado and an Investment Strategist for Wells Fargo Private Bank. She serves on the Investment Committee for The Women’s Foundation of Colorado. Katelyn earned her BS from the University of Colorado Denver. She is a CFA Charterholder

Listed skills include Leadership, Management, Portfolio Management, Banking, and 12 others.

Current workplace

Kate Hart, Cfa's current company

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Jordan Park Group
Jordan Park Group
Vice President, Client Advisory at Jordan Park Group
san francisco, california, united states
Website
jordan-park.com
Employees
82
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8 roles

Kate Hart, Cfa work experience

A career timeline built from the work history available for this profile.

Associate, Client Advisory

Jordan Park Group

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and.

Jul 2020 - Jan 2022

Assistant Vice President, Senior Investment Analyst

Brown Brothers Harriman

Greater New York City Area

Manager Selection and Asset Allocation

Sep 2019 - May 2020

Analyst

Michaud Capital Management, Llc

Denver, CO

Michaud Capital Management, LLC is an independent asset management consulting firm providing family office and administration services.

Apr 2018 - Aug 2019

Investment Strategist

Wells Fargo Private Bank

Provided comprehensive asset management strategies to high net worth individuals and families, while also coordinating access to private banking, financial planning, brokerage, and trust and estate services. The investment strategist is responsible for creating and implementing customized investment strategies designed to help achieve clients’ financial.

Jul 2017 - Mar 2018

Investment Management Specialist

Wells Fargo Private Bank

Denver, CO

-Partnered with a senior portfolio manager to manage a book of business of over $500 million in asset under management-Created Investment Policy Statements for clients based on client goals and objectives determined by senior portfolio manager-Dollar cost averaged new funds into the market parallel to the investment policy statement-Rebalanced investment.

May 2016 - Jul 2017

Investment Management Associate

Wells Fargo Private Bank

Assists Investment Portfolio Managers in servicing high net worth and affluent individuals to help achieve their financial goals by providing a customized, comprehensive asset management plan. Takes an active role in assisting the Investment Managers with operational and client support, as well as account maintenance.

Jul 2013 - May 2016
Team & coworkers

Colleagues at Jordan Park Group

Other employees you can reach at jordan-park.com. View company contacts for 82 employees →

BB Brett Biletsky Brett Biletsky Colleague at Jordan Park Group New York, New York, United States, United States View → SK Stephen Kania Stephen Kania Colleague at Jordan Park Group San Francisco Bay Area, United States View → HB Hannah Barron Hannah Barron Colleague at Jordan Park Group Greater Boston, United States View → PB Peter Brosens Peter Brosens Colleague at Jordan Park Group New York, New York, United States, United States View → DE Dj Engelke Dj Engelke Colleague at Jordan Park Group Haverhill, Massachusetts, United States, United States View → MD Martine Dehuff Martine Dehuff Colleague at Jordan Park Group San Francisco, California, United States, United States View → TH Tim Halladay Tim Halladay Colleague at Jordan Park Group Provo, Utah, United States, United States View → NT Ntsakeleni Triphina Mokoatsi Ntsakeleni Triphina Mokoatsi Colleague at Jordan Park Group Meredale, Gauteng, South Africa, South Africa View → AK Anthony K. Anthony K. Colleague at Jordan Park Group Oakland, California, United States, United States View → AR Aidan Rolfe Aidan Rolfe Colleague at Jordan Park Group San Francisco, California, United States, United States View →
3 education records

Kate Hart, Cfa education

FAQ

Frequently asked questions about Kate Hart, Cfa

Quick answers generated from the profile data available on this page.

What company does Kate Hart, Cfa work for?

Kate Hart, Cfa works for Jordan Park Group.

What is Kate Hart, Cfa's role at Jordan Park Group?

Kate Hart, Cfa is listed as Vice President, Client Advisory at Jordan Park Group at Jordan Park Group.

What is Kate Hart, Cfa's email address?

AeroLeads has found 1 work email signal at @jordan-park.com for Kate Hart, Cfa at Jordan Park Group.

Where is Kate Hart, Cfa based?

Kate Hart, Cfa is based in New York, New York, United States while working with Jordan Park Group.

What companies has Kate Hart, Cfa worked for?

Kate Hart, Cfa has worked for Jordan Park Group, Brown Brothers Harriman, Michaud Capital Management, Llc, and Wells Fargo Private Bank.

Who are Kate Hart, Cfa's colleagues at Jordan Park Group?

Kate Hart, Cfa's colleagues at Jordan Park Group include Brett Biletsky, Stephen Kania, Hannah Barron, Peter Brosens, and Dj Engelke.

How can I contact Kate Hart, Cfa?

You can use AeroLeads to view verified contact signals for Kate Hart, Cfa at Jordan Park Group, including work email, phone, and LinkedIn data when available.

What schools did Kate Hart, Cfa attend?

Kate Hart, Cfa holds Finance And Financial Management Services from University Of Colorado Denver.

What skills is Kate Hart, Cfa known for?

Kate Hart, Cfa is listed with skills including Leadership, Management, Portfolio Management, Banking, Marketing, Research, Investments, and Admissions.

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