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@latticestrategies.com
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2 phones found area 979
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LinkedIn matched
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Neil Kay is listed as Managing Partner of Old Vine Capital at Old Vine Capital, based in Austin, Texas, United States. AeroLeads shows a work email signal at latticestrategies.com, phone signal with area code 979, and a matched LinkedIn profile for Neil Kay.
Neil Kay previously worked as Managing Partner at Old Vine Capital and Board Of Directors at Bamboo Asia. Neil Kay holds Investment Management, Finance from Texas Mccombs School Of Business.
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Investor, Traveler, Fundraiser, Dog Whisperer, Father, Married to my Best Friend.
Listed skills include Investments, Portfolio Management, Wealth Management, Asset Management, and 28 others.
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Austin, Texas, United States
Old Vine Capital is a Registered Investment Advisory firm founded in San Francisco and headquartered in Austin providing fiduciary investment guidance and portfolio management to select families, individuals, foundations and institutions.
San Francisco Bay Area
Bamboo Asia is a farm-to-fast-casual eatery founded in San Francisco in 2011, with 4 Bay Area locations and plans to expand nationally. The restaurant won Fast Casual Magazine's “Brands to Watch 2019” and has been featured on Sous Vide magazine, Eater, Restaurant Hospitality, San Francisco Business Times, San Francisco Chronicle, and more.
San Francisco Bay Area
Managed Western US distribution of the Dimensional Funds sub-advised multi-factor ETF business
San Francisco Bay Area
Managed Western US multi-factor ETF distribution through direct consultative partnerships with RIAs, ETF Strategists, National Accounts, Institutional Investors, Independent Broker/Dealers, Core Wirehouses, and Discretionary Private Bank platforms.
San Francisco Bay Area
Built and managed national cross-channel multi-factor ETF distribution with Registered Investment Advisors, National Accounts, ETF Strategists, Private Banks, Core Wires, and Independent Broker Dealers.Lattice Strategies was acquired by Hartford Funds on August 1st, 2016.
Developed and maintained relationships with Private Bank Portfolio Managers and Ultra-High Net Worth Private Wealth Advisors across the Western US to identify opportunities for improved portfolio construction through the implementation of BlackRock Liquid Alts, Mutual Funds, SMAs, and iShares ETFs
San Francisco Bay Area
Managed $300 million in high net worth private client relationships through acquisition, funding, and ongoing relationship management
San Francisco Bay Area
Marketed active global equity SMAs to financial institutions, pensions, foundations, endowments and sovereign wealth funds
San Francisco Bay Area
Initiated portfolio management relationships with high net worth clients ($500K - $10 million+)
Austin, Texas Area
Initiated sales and provided customer service solutions for new and existing banking relationships
Activities and Societies: Founding Member and Executive Board Member of Absolute Texxas Freshman Interest Group Mentor University Finance.
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Neil Kay works for Old Vine Capital.
Neil Kay is listed as Managing Partner of Old Vine Capital at Old Vine Capital.
AeroLeads has found 2 work email signals at @latticestrategies.com for Neil Kay at Old Vine Capital.
AeroLeads has found 2 phone signal(s) with area code 979 for Neil Kay at Old Vine Capital.
Neil Kay is based in Austin, Texas, United States while working with Old Vine Capital.
Neil Kay has worked for Old Vine Capital, Bamboo Asia, John Hancock Investments, Hartford Funds, and Lattice Strategies (Acquired By Hartford Funds).
You can use AeroLeads to view verified contact signals for Neil Kay at Old Vine Capital, including work email, phone, and LinkedIn data when available.
Neil Kay holds Investment Management, Finance from Texas Mccombs School Of Business.
Neil Kay is listed with skills including Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, and Financial Modeling.
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