Profil
Kim Trzeciak formerly worked at George McKelvey Co., Inc., as Advisor from 2013 to 2024, ClearBridge LLC, as Registered Client Service Associate from 2004 to 2006, Merrill Lynch, Pierce, Fenner & Smith, Inc., as Client Associate from 2004 to 2011, and Four Springs Capital LLC, as Registered Operations Associate from 2012 to 2013.
Tidigare kända positioner av Kim Trzeciak
| Företag | Position | Slut |
|---|---|---|
George McKelvey Co., Inc.
George McKelvey Co., Inc. Investment ManagersFinance GMCo develops a client's personal investment policy and creates and manages a portfolio based on that policy. They stick to a long-term strategy based on what they've seen prove successful over time. | Portföljförvaltare-Aktier | 2024-10-01 |
Four Springs Capital LLC
Four Springs Capital LLC Real Estate Investment TrustsFinance Functions as a real estate investment trust | Företagsledare/Principal | 2013-04-01 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2011-11-01 |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Företagsledare/Principal | 2006-09-01 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
George McKelvey Co., Inc.
George McKelvey Co., Inc. Investment ManagersFinance GMCo develops a client's personal investment policy and creates and manages a portfolio based on that policy. They stick to a long-term strategy based on what they've seen prove successful over time. | Finance |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Four Springs Capital LLC
Four Springs Capital LLC Real Estate Investment TrustsFinance Functions as a real estate investment trust | Finance |
















