Vice President, Investment Director
Current
Jul 2022 - Present
AeroLeads people directory · profile
Kathryn Steiner, Cfa Email & Phone Number
Investment Director at Wellington Management
at
Wellington Management
2 work emails found
@wellington.com
3 phones found area 312 and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Director at Wellington Management
Location
Boston, Massachusetts, United States
Company size
Who is Kathryn Steiner, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kathryn Steiner, Cfa is listed as Investment Director at Wellington Management at Wellington Management, a company with 3027 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com, phone signal with area code 312, 212, and a matched LinkedIn profile for Kathryn Steiner, Cfa.
Kathryn Steiner, Cfa previously worked as Vice President, Investment Director at Wellington Management and Vice President, Investment Specialist at Wellington Management. Kathryn Steiner, Cfa holds Bachelor Of Science, Finance from Miami University.
Company email context
Email format at Wellington Management
This section adds company-level context without repeating Kathryn Steiner, Cfa's masked contact details.
*@wellington.com
74% confidence
AeroLeads found 2 current-domain work email signals for Kathryn Steiner, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kathryn Steiner, Cfa
Kathryn Steiner, Cfa is a Investment Director at Wellington Management at Wellington Management. She possess expertise in data analysis, growth strategies, research, microsoft office, teamwork and 14 more skills. Colleagues describe her as "Kathryn is consistently willing to go above and beyond to accomplish any task and meet any deadline. She is a dedicated, team player who thinks holistically. She seeks challenges, and has high standards, both personally and professionally."
Listed skills include Data Analysis, Growth Strategies, Research, Microsoft Office, and 15 others.
Current workplace
Kathryn Steiner, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wellington Management
7 roles
Kathryn Steiner, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Investment Specialist
Mar 2018 - Jul 2022
Consumer Research Associate - Investment Management
William Blair
- Conduct Research and Analysis: Evaluate industry trends and competitive shifts, valuation and company-specific changes to find attractive investment opportunities
- Build Financial Models: Create long-term models for application in DCF framework, scenario analysis and other valuation exercises
- Asset Allocation: Incorporate diversification within the consumer sector into investment recommendations
- Generate Investment Recommendations: Write comprehensive reports and develop presentations for senior leadership
- Interaction with C-Suite Executives: Host meetings and with senior corporate executives at publicly-traded companies
Jan 2016 - Feb 2018
Junior Equity Research Associate
Jul 2014 - Dec 2015
Research Assistant
Mar 2011 - Jun 2014
Project Controls Analyst
Glotel, Inc
- Financial Tracking and Analysis: impact project performance by collaborating with project management. Contribute to 35 projects on a weekly basis. Run expense reports, assist in monthly forecasting, and alert.
- Recover Unrecognized Revenue: lead reconciliation initiative and increased revenue by 15%
- Client Interaction: maintain positive relationships with clients by resolving inquiries directly and promptly
- Minimize Risk: advise accounts payable and supply chain departments on risk exposure from project expenses
- Month end closing process: calculate monthly accrual recommendations, ensure timely completion of invoicing and accuracy of financial spreadsheets for review by the accounting team
- Recipient of award from CEO: earned recognition by exhibiting ownership of project needs and providing exceptional customer service
Sep 2008 - Nov 2010
Intern
- Research and Administrative Support: provided thorough assistance to 3 financial advisors
- Technical analysis: evaluated financial charts of 30 stocks on a weekly basis
- Business Development: created presentations for clients
- Streamlined software application: improved client database for marketing initiatives*I was employed for summer 2005 and summer 2006, not continuously from May 05 - Aug 06
May 2005 - Aug 2006
Team & coworkers
Colleagues at Wellington Management
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
MW
Mutebi William
Colleague at Wellington Management
Kawaala Central, Central Region, Uganda, Uganda
View →
MS
Mark Shim
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
MC
Michael Caputo
Colleague at Wellington Management
Stoughton, Massachusetts, United States, United States
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CL
Calista Lee
Colleague at Wellington Management
Singapore, Singapore, Singapore
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MC
Michele Cassidy (Sayce)
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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VM
Veeraj Manvar
Colleague at Wellington Management
Ahmedabad, Gujarat, India, India
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SB
Stefan Brugger
Colleague at Wellington Management
Frankfurt Rhine-Main Metropolitan Area, Germany
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M(
Mary (Molly) Shannon
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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IH
India Hampson
Colleague at Wellington Management
United Kingdom, United Kingdom
View →
JD
Jeff Do
Colleague at Wellington Management
Calabasas, California, United States, United States
View →
Mutebi William
Colleague at Wellington Management
Kawaala Central, Central Region, Uganda, Uganda
View →
MS
Mark Shim
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
MC
Michael Caputo
Colleague at Wellington Management
Stoughton, Massachusetts, United States, United States
View →
CL
Calista Lee
Colleague at Wellington Management
Singapore, Singapore, Singapore
View →
MC
Michele Cassidy (Sayce)
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
VM
Veeraj Manvar
Colleague at Wellington Management
Ahmedabad, Gujarat, India, India
View →
SB
Stefan Brugger
Colleague at Wellington Management
Frankfurt Rhine-Main Metropolitan Area, Germany
View →
M(
Mary (Molly) Shannon
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
IH
India Hampson
Colleague at Wellington Management
United Kingdom, United Kingdom
View →
JD
Jeff Do
Colleague at Wellington Management
Calabasas, California, United States, United States
View →
1 education record
Kathryn Steiner, Cfa education
FAQ
Frequently asked questions about Kathryn Steiner, Cfa
Quick answers generated from the profile data available on this page.
What company does Kathryn Steiner, Cfa work for?
Kathryn Steiner, Cfa works for Wellington Management.
What is Kathryn Steiner, Cfa's role at Wellington Management?
Kathryn Steiner, Cfa is listed as Investment Director at Wellington Management at Wellington Management.
What is Kathryn Steiner, Cfa's email address?
AeroLeads has found 2 work email signals at @wellington.com for Kathryn Steiner, Cfa at Wellington Management.
What is Kathryn Steiner, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 312, 212 for Kathryn Steiner, Cfa at Wellington Management.
Where is Kathryn Steiner, Cfa based?
Kathryn Steiner, Cfa is based in Boston, Massachusetts, United States while working with Wellington Management.
What companies has Kathryn Steiner, Cfa worked for?
Kathryn Steiner, Cfa has worked for Wellington Management, William Blair, William Blair & Company, William Blair And Company, and Glotel, Inc.
Who are Kathryn Steiner, Cfa's colleagues at Wellington Management?
Kathryn Steiner, Cfa's colleagues at Wellington Management include Mutebi William, Mark Shim, Michael Caputo, Calista Lee, and Michele Cassidy (Sayce).
How can I contact Kathryn Steiner, Cfa?
You can use AeroLeads to view verified contact signals for Kathryn Steiner, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
What schools did Kathryn Steiner, Cfa attend?
Kathryn Steiner, Cfa holds Bachelor Of Science, Finance from Miami University.
What skills is Kathryn Steiner, Cfa known for?
Kathryn Steiner, Cfa is listed with skills including Data Analysis, Growth Strategies, Research, Microsoft Office, Teamwork, Time Management, Financial Analysis, and Financial Modeling.
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