Name variants:
Cathryn Clarke,
Catheryn Clarke,
Catharine Clarke,
Cathleen Clarke,
Cat Clarke,
Cattie Clarke,
Catty Clarke,
Cathie Clarke,
Cathy Clarke,
Cassie Clarke,
Kit Clarke,
Kitty Clarke,
Kittie Clarke,
Caty Clarke,
Kate Clarke
Last updated Jul 06, 2024
Contact Information
Workplace
Investment Officer
Conshohocken, PA
Industry
Investment Management, Investment Advisory Service
Colleagues
Work History
Investment Officer
300 Barr Harbor Dr, West Conshohocken, PA 19428
For thirty years, Hirtle Callaghan has served as the investment staff for wealthy families, endowments, foundations, and pension funds. Catherine serves clients and builds new relationships ...
from Nov 2018
Vice President and Senior Client Investment Advisor
2001 Kirby Dr SUITE 1200, Houston, TX 77019
Sentinel Trust Company, LBA is a family-owned, multi-family office focusing on the unique needs of affluent families and their closely held companies and foundations. We manage investments, ...
Jul 2013 — Oct 2018
Investment Consultant
Advised a multi-family office on equity investments using a deep value approach.
2012 — 2013
Portfolio Manager
Founded and managed a private investment partnership to pursue a long/short event-driven strategy focused on complex situations such as spin-offs, bankruptcies, litigation, and mergers.
2010 — 2012
Researcher
1 Broadway, Cambridge, MA 02142
Conducted research on hedge fund, private equity,and real estate portfolios to improve operational oversight and reporting.
2009 — 2010
Education
Occupations
Executive
Chief Information Officer
Vice President
Advisor
Technology Director
Technical Managers
Chief Executive
Skills
Hedge Funds
Investment Management
Alternative Investments
Value Investing
Special Situations Investing
Equity Research
Private Equity
Fixed Income
Bloomberg
Investments
Asset Management
Portfolio Management
Business Development
Family Governance
Succession Planning
Asset Allocation
Public Speaking
Writing
Wealth Management
Estate Tax Planning
Tax Advantaged Investment Strategies
Due Diligence
Personal Tax Planning
Philanthropy
Socially Responsible Investing
FAQs about Catherine Lee Clarke
What is the main profession of Catherine Lee Clarke?
Catherine Lee Clarke is a Investment Officer.
What are the profession of Catherine?
These person's professions are Executive and Chief Information Officer
Where does Catherine Lee Clarke live?
Catherine lives in Houston, Texas.
How many companies did Catherine Lee Clarke work at?
Catherine Lee Clarke worked at five jobs.
Where has Catherine Lee Clarke studied?
Catherine studied at the Wellesley College.
Are there any professional certifications Catherine Lee Clarke has?
This expert received the following certifications: Chartered Financial Analyst (Cfa) and Cfa Institute.
What languages does Catherine Lee Clarke speak?
Catherine Lee Clarke speaks English, French, German, and Latin.
Are there any professional industries, that Catherine Lee Clarke is connected to?
Catherine Lee Clarke works in Investment Management industry.