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Career history of Katie M. Allen
Former positions of Katie M. Allen
Companies | Position | Start | End |
---|---|---|---|
Reik & Co. LLC
![]() Reik & Co. LLC Investment ManagersFinance Reik & Co. LLC is an independent registered investment advisor and wealth manager headquartered in New York City with an additional office in Sarasota, Florida. The firm was founded in 2006 by William J. Reik, Jr. Reik & Co. provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Analyst-Equity | 2006-10-31 | 2007-10-30 |
Portfolio Manager-Equities | 2006-10-31 | 2007-10-30 | |
William D. Witter, Inc.
![]() William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Portfolio Manager-Equities | 1991-01-31 | 2006-10-30 |
Mitchell Hutchins Institutional Investors, Inc.
![]() Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Corporate Officer/Principal | 1987-09-30 | 1991-01-30 |
Mitchell Hutchins Asset Management, Inc. | Sales & Marketing | - | 1987-09-29 |
Training of Katie M. Allen
Smith College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sales & Marketing | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Reik & Co. LLC
![]() Reik & Co. LLC Investment ManagersFinance Reik & Co. LLC is an independent registered investment advisor and wealth manager headquartered in New York City with an additional office in Sarasota, Florida. The firm was founded in 2006 by William J. Reik, Jr. Reik & Co. provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Finance |
William D. Witter, Inc.
![]() William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Finance |
Mitchell Hutchins Asset Management, Inc. | Finance |
Mitchell Hutchins Institutional Investors, Inc.
![]() Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Finance |
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