Kathleen Neumann, Cfa

Kathleen Neumann, Cfa Email and Phone Number

President at Pegassets, LLC @ Pegassets, LLC
san antonio, texas, united states
Kathleen Neumann, Cfa's Location
Milledgeville, Georgia, United States, United States
Kathleen Neumann, Cfa's Contact Details

Kathleen Neumann, Cfa work email

Kathleen Neumann, Cfa personal email

n/a

Kathleen Neumann, Cfa phone numbers

About Kathleen Neumann, Cfa

Managing Partner * Executive Leadership * Senior Investment Officer* Offer comprehensive experience in investment and financial management with expertise in driving profitability, mitigating costs, enhancing efficiency, and providing guidance throughout company life cycle. * Recognized for developing and maintaining relationships with C-Level executives and senior decision makers.* Proven to propel managed assets, enhance client satisfaction, and ultimately drive revenue.* Receptive and responsive leader accredited for promoting team’s capabilities, independent decision-making, and accountability.EXPERTISE: Asset Raising/Allocation/Growth & Management - Process Streamlining - Efficiency Enhancement - Client Interfacing/Onboarding & Servicing - Relationship Development/Enhancement & Management - Team Interviewing/Hiring/Mentoring/Motivating & Leadership - Fund Manager Due Diligence

Kathleen Neumann, Cfa's Current Company Details
Pegassets, LLC

Pegassets, Llc

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President at Pegassets, LLC
san antonio, texas, united states
Website:
pegassets.com
Employees:
3
Kathleen Neumann, Cfa Work Experience Details
  • Pegassets, Llc
    President
    Pegassets, Llc Jun 2019 - Present
    Pegassets is a forward‐looking firm dedicated to the licensing of innovative and disruptive proprietary and third‐party intellectual property to the financial services industry. Current offerings are based on applying the power of Ensemble Active Management (EAM) to investment portfolios. EAM uses a multi-expert approach, selecting stocks with the highest consensus agreement across multiple managers' high-conviction best ideas, with the goal of providing investors with superior returns.
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  • Serenityshares Investments Llc
    President & Cco
    Serenityshares Investments Llc Dec 2016 - Mar 2019
    Bethesda, Md
    SerenityShares™ is a Registered Investment Advisor that designs strategies to simplify the investment process. Our goal is to provide investors with a better way to invest their core holdings, as well as the ability to make an impact with their investments. Utilizing the benefits of exchange traded funds, we are an ETF innovator that employs rules-based, passive index methodologies to solve problems and meet the needs of investors.
    View
  • Tamro Capital Partners Llc
    President
    Tamro Capital Partners Llc Oct 2004 - Oct 2016
    Alexandria, Va
    Member of 3-person Management Team involved in all key decision-making, and charged with leading diverse business aspects of this $2.5 billion (at peak) asset-management firm comprised of Client Services, Finance, Operations, Compliance, and Administration. Oversaw outsourced services, including Human Resources, Marketing, Accounting and Audit functions.
  • Atlantic Trust
    Managing Director
    Atlantic Trust Feb 1999 - Oct 2004
    Portfolio and relationship manager for high net worth clients, including several Fortune 100 CEOs. Worked with clients to develop appropriate asset allocations and then implemented and monitored investment portfolios. Member of the investment and business development committees.
  • Riggs Bank
    Director Of Client Services
    Riggs Bank 1995 - 1999
    Washington, Dc
    Oversaw the management of client relationships, investment policy implementation and account administration for institutional clients. Conducted client meetings and worked with marketing team on new business opportunities, including RFPs. Supervised staff of five.
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Kathleen Neumann, Cfa Skills

Portfolio Management Investments Asset Management Mutual Funds Asset Allocation Equities Financial Analysis Business Management Team Leadership Investment Management Wealth Management Etfs Alternative Investments Hedge Funds Fixed Income

Kathleen Neumann, Cfa Education Details

Frequently Asked Questions about Kathleen Neumann, Cfa

What company does Kathleen Neumann, Cfa work for?

Kathleen Neumann, Cfa works for Pegassets, Llc

What is Kathleen Neumann, Cfa's role at the current company?

Kathleen Neumann, Cfa's current role is President at Pegassets, LLC.

What is Kathleen Neumann, Cfa's email address?

Kathleen Neumann, Cfa's email address is kn****@****tal.com

What is Kathleen Neumann, Cfa's direct phone number?

Kathleen Neumann, Cfa's direct phone number is +170374*****

What schools did Kathleen Neumann, Cfa attend?

Kathleen Neumann, Cfa attended The George Washington University, University Of Maryland College Park.

What skills is Kathleen Neumann, Cfa known for?

Kathleen Neumann, Cfa has skills like Portfolio Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Equities, Financial Analysis, Business Management, Team Leadership, Investment Management, Wealth Management, Etfs.

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