Kari Kristine Haanstad
Chief Investment Officer at Modus Advisors LLC
Profile
Ms. Kari K.
Haanstad, CFA MBA, is a Chief Investment Officer at Modus Advisors LLC.
She joined the Modus Advisors team in 2017.
Ms. Haanstad spent 13 years at JPMorgan and its predecessors managing portfolios of hedge funds on behalf of both the Bank and its clients.
At the time she left JPMorgan, Kari was a Managing Director and Portfolio Manager within JPMorgan Alternative Asset Management.
She received her BA in Economics from Northwestern University in Evanston, IL and her MBA in Finance and Accounting from the Booth School of Business at The University of Chicago.
Kari Kristine Haanstad active positions
| Companies | Position | Start |
|---|---|---|
Modus Advisors LLC
 Modus Advisors LLC Investment ManagersFinance Modus Advisors LLC (Modus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Excelsior, Minnesota. The firm was founded in 2008 by Tad Weiss. Modus provides investment advisory services to individuals and high net-worth individuals, trust, estates or charitable organizations, pension and profit-sharing plans, corporations, limited liability companies and/or other types of business. | Chief Investment Officer | 2017-02-28 |
Former positions of Kari Kristine Haanstad
| Companies | Position | End |
|---|---|---|
JPMorgan Private Investments, Inc.
 JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a registered investment advisor headquartered in New York City and was founded in 1991. The firm is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC and ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI acts as a sub-adviser and adviser to open-end and closed-end registered investment companies; provides investment advice and/or administrative functions for private investment funds organized as limited partnerships, limited liability companies or offshore companies; and provides discretionary investment management services in various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Corporate Officer/Principal | 2008-12-31 |
Training of Kari Kristine Haanstad
| Northwestern University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a registered investment advisor headquartered in New York City and was founded in 1991. The firm is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC and ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI acts as a sub-adviser and adviser to open-end and closed-end registered investment companies; provides investment advice and/or administrative functions for private investment funds organized as limited partnerships, limited liability companies or offshore companies; and provides discretionary investment management services in various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Finance |
Modus Advisors LLC
Modus Advisors LLC Investment ManagersFinance Modus Advisors LLC (Modus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Excelsior, Minnesota. The firm was founded in 2008 by Tad Weiss. Modus provides investment advisory services to individuals and high net-worth individuals, trust, estates or charitable organizations, pension and profit-sharing plans, corporations, limited liability companies and/or other types of business. | Finance |
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