Joan Kaye is a skilled expert, that works in US Trust on the position of Senior Vice President since 2012. This person gained professional experience in more than eight positions at various companies. Joan Kaye went to the Georgetown University and was studying. This person has such qualifications as Series 7 : General Securities Representative Exam, Series 63 and 66: Uniform Securities Agent State Law Exam, and Finra Series 7. New York, New York is the city, where the professional was lastly known to be situated. Joan Kaye's email address and phone number can be accessed through this website by request.
Name variants:
Joanna Kaye
Last updated May 27, 2024
Contact Information
Last Update
Jul 12, 2022
Email
jk**@butlercap.com, jo**@smithbarney.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Vice President - Business Development & Client Service
Jericho, NY
Wealth management company and multi-client family office.
May 2011 — Oct 2012
Private Client Financial Advisor/ Wealth Management
New York, NY
Provide comprehensive advisory services to High-Net-Worth clients:
Drive new private client investment revenues via managed solutions, alternative investments, structured products,ban...
Dec 2007 — May 2011
Vice President of Sales
Successfully marketed & sold alternative investments: hedge funds, fund of hedge funds, managed futures & private equity opportunities to consultants, endowments, family offices, fo...
2005 — 2007
Managing Director
New York, NY
Successfully negotiated & executed the sale of personally owned investment advisory firm to the UBS Private Bank
Lifted-out team and led start up of new portfolio management division w...
1996 — 2000
Founding Partner
New York, NY
Founded and directed newly created investment advisory firm with focus on clients with $5 million minimum
Recruited team and completed lift-out from Morgan Stanley to form new entity of ...
Jan 1992 — Jan 1996
Investment Advisor Team: Robert R. Meredith, Jean M. Martin and Joan Bierbower Kaye
New York, NY
Active partner and portfolio manager in highly successful HNW investment sales team
Recruited to gather assets and expanded asset base to over $700 million in managed accounts
Marketed a...
1984 — 1992
Education
Occupations
Executive
Senior Vice President
Financial Broker
Banker
Advisor
Vice President
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
High Net Worth Individuals
Comprehensive Wealth Management
Alternative Investments
Asset Management
Hedge Funds
Wealth Management
Asset Allocation
Investment Management
Portfolio Management
Private Equity
Financial Services
Mutual Funds
Finance
Investments
Equities
Investment Advisory
Relationship Management
Investment Strategies
Wealth Management Services
Client Services