Profil
Ms. Kathleen A. Wayner is a Management Member at Bowling Portfolio Management LLC.
Ms. Wayner began her investment career at The Union Central Life Insurance Company, where she managed a variety of different portfolios, including equities, fixed income and convertible securities from 1973-1984.
At the time she left Union Central, she held the position of Director of Investment Research.
Prior to joining Bowling in 1986, she founded an investment advisory firm in the Cincinnati area.
In 1989, she co-founded Cincinnati Asset Management, a specialized fixed income securities firm.
Ms. Wayner attended the University of Cincinnati (Ohio).
Tidigare kända positioner av Kathy Wayner
| Företag | Position | Slut |
|---|---|---|
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors. | Företagsledare/Principal | - |
Bowling Portfolio Management LLC
Bowling Portfolio Management LLC Investment ManagersFinance Bowling is dedicated to bottom-up, diversified and risk managed portfolio management and specializes in managing US Equity portfolios. Their security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics. | Företagsledare/Principal | 1988-12-31 |
The Union Central Life Insurance Co.
The Union Central Life Insurance Co. Multi-Line InsuranceFinance Provides insurance services | Företagsledare/Principal | 1984-12-31 |
Pacholder Associates, Inc.
Pacholder Associates, Inc. Investment ManagersFinance Provides Investment Advice | Företagsledare/Principal | - |
Bowling Portfolio Management LLC
Bowling Portfolio Management LLC Investment ManagersFinance Bowling is dedicated to bottom-up, diversified and risk managed portfolio management and specializes in managing US Equity portfolios. Their security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics. | Verkställande Direktör | 2020-11-18 |
Kathy Wayners utbildningar
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Kopplade företag
| Privata företag | 5 |
|---|---|
Pacholder Associates, Inc.
Pacholder Associates, Inc. Investment ManagersFinance Provides Investment Advice | Finance |
The Union Central Life Insurance Co.
The Union Central Life Insurance Co. Multi-Line InsuranceFinance Provides insurance services | Finance |
Bowling Portfolio Management LLC
Bowling Portfolio Management LLC Investment ManagersFinance Bowling is dedicated to bottom-up, diversified and risk managed portfolio management and specializes in managing US Equity portfolios. Their security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics. | Finance |
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors. | Finance |
University of Cincinnati (Ohio)
University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















