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Investor, Traveler, Fundraiser, Dog Whisperer, Father, Married to my Best Friend.
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Managing PartnerOld Vine Capital May 2019 - PresentAustin, Texas, United StatesOld 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. -
Board Of DirectorsBamboo Asia Aug 2019 - PresentSan Francisco Bay AreaBamboo 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. -
Managing Director- Etf DistributionJohn Hancock Investments Apr 2017 - May 2019San Francisco Bay AreaManaged Western US distribution of the Dimensional Funds sub-advised multi-factor ETF business -
Director, Senior Etf Product SpecialistHartford Funds Aug 2016 - Apr 2017San Francisco Bay AreaManaged 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. -
Director, Senior Etf Product SpecialistLattice Strategies (Acquired By Hartford Funds) Jun 2015 - Aug 2016San Francisco Bay AreaBuilt 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.
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Ishares Etf Specialist, Bank Wealth ManagementBlackrock May 2013 - May 2015Developed 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 -
Investment Counselor, Private Client GroupFisher Investments Jul 2012 - May 2013San Francisco Bay AreaManaged $300 million in high net worth private client relationships through acquisition, funding, and ongoing relationship management -
Associate Vice President, Institutional GroupFisher Investments Aug 2010 - Jul 2012San Francisco Bay AreaMarketed active global equity SMAs to financial institutions, pensions, foundations, endowments and sovereign wealth funds
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Account Executive, Private Client GroupFisher Investments Jul 2007 - Aug 2010San Francisco Bay AreaInitiated portfolio management relationships with high net worth clients ($500K - $10 million+)
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Financial Sales And ServicesGuaranty Bank & Trust Jun 2006 - Jun 2007Austin, Texas AreaInitiated sales and provided customer service solutions for new and existing banking relationships -
Sales And Marketing AssociateRemax Real Estate Group May 2005 - Jun 2006Austin, Texas Area
Neil Kay Skills
Neil Kay Education Details
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Investment Management, Finance -
Finance Major, Marketing Minor
Frequently Asked Questions about Neil Kay
What company does Neil Kay work for?
Neil Kay works for Old Vine Capital
What is Neil Kay's role at the current company?
Neil Kay's current role is Managing Partner of Old Vine Capital.
What is Neil Kay's email address?
Neil Kay's email address is ne****@****ail.com
What is Neil Kay's direct phone number?
Neil Kay's direct phone number is +197925*****
What schools did Neil Kay attend?
Neil Kay attended Texas Mccombs School Of Business, The University Of Texas At Austin.
What are some of Neil Kay's interests?
Neil Kay has interest in Health.
What skills is Neil Kay known for?
Neil Kay has skills like Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory.
Not the Neil Kay you were looking for?
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2southwest.net, kay-met.com
11 +131091XXXXX
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Neil J. Kay
President/Ceo, Cisco Sales Corp.(Usa) Product Development, Sourcing, Supply Chain Management, Branding, ConsultationTorrance, Ca2ciscousa.com, ciscousa.com2 +131032XXXXX
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2mayo.edu, mayoclinic.com
2 +150732XXXXX
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