Profile
Ramona Heine is the founder of Heine & Kim Fiduciary Partners LLC, serving as Chief Executive Officer since 2018.
Current jobs include Director at Schurz Communications, Inc., Non-Executive Director at MUFG Investor Services (US) LLC, Director at A&Q Special Opportunities Fund LLC, Independent Trustee at Coller Private Credit Secondaries starting in 2024, and Independent Trustee at Cantor Fitzgerald Infrastructure Fund starting in 2022.
Former job includes Head-Business Strategy & Product Development at Threadneedle Investments Ltd. Education includes a graduate degree from Frankfurt School of Finance & Management.
Ramona Heine active positions
| Companies | Position | Start |
|---|---|---|
Cantor Fitzgerald Sustainable Infrastructure Fund
Cantor Fitzgerald Sustainable Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | 2022-02-28 |
Heine & Kim Fiduciary Partners LLC
Heine & Kim Fiduciary Partners LLC Investment ManagersFinance Heine & Kim Fiduciary Partners LLC is an independent fiduciary and asset management firm specializing in providing independent fund director and fiduciary services to investment funds, asset managers, and financial institutions. The firm’s services include fund formation, regulatory structuring, and investment strategies for various fund types such as hedge funds, private equity, infrastructure, long-only funds, money market, US registered funds, and UCITS. The private company is based in White Plains. The American company has operational experience and collaborate with service providers like legal counsel, administrators, auditors, and brokers across multiple jurisdictions, including the Cayman Islands. The company serves asset managers, pension plans, distribution platforms, family offices, financial institutions, sovereign wealth funds, and high net worth individuals. The company was founded by Ramona Heine. | Chief Executive Officer | 2017-12-31 |
MUFG Investor Services (US) LLC
MUFG Investor Services (US) LLC Investment ManagersFinance Provides fund management services for 40 ACT fund | Director/Board Member | - |
Schurz Communications, Inc.
Schurz Communications, Inc. Major TelecommunicationsCommunications Offers broadband, programming, entertainment and cloud information services | Director/Board Member | - |
A&Q Special Opportunities Fund LLC
A&Q Special Opportunities Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Director/Board Member | - |
Former positions of Ramona Heine
| Companies | Position | End |
|---|---|---|
Threadneedle Investments Ltd.
Threadneedle Investments Ltd. Finance/Rental/LeasingFinance Provides financial services | Corporate Officer/Principal | - |
Training of Ramona Heine
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Schurz Communications, Inc.
Schurz Communications, Inc. Major TelecommunicationsCommunications Offers broadband, programming, entertainment and cloud information services | Communications |
Frankfurt School of Finance & Management
Frankfurt School of Finance & Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MUFG Investor Services (US) LLC
MUFG Investor Services (US) LLC Investment ManagersFinance Provides fund management services for 40 ACT fund | Finance |
Threadneedle Investments Ltd.
Threadneedle Investments Ltd. Finance/Rental/LeasingFinance Provides financial services | Finance |
A&Q Special Opportunities Fund LLC
A&Q Special Opportunities Fund LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Miscellaneous |
Cantor Fitzgerald Sustainable Infrastructure Fund
Cantor Fitzgerald Sustainable Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Heine & Kim Fiduciary Partners LLC
Heine & Kim Fiduciary Partners LLC Investment ManagersFinance Heine & Kim Fiduciary Partners LLC is an independent fiduciary and asset management firm specializing in providing independent fund director and fiduciary services to investment funds, asset managers, and financial institutions. The firm’s services include fund formation, regulatory structuring, and investment strategies for various fund types such as hedge funds, private equity, infrastructure, long-only funds, money market, US registered funds, and UCITS. The private company is based in White Plains. The American company has operational experience and collaborate with service providers like legal counsel, administrators, auditors, and brokers across multiple jurisdictions, including the Cayman Islands. The company serves asset managers, pension plans, distribution platforms, family offices, financial institutions, sovereign wealth funds, and high net worth individuals. The company was founded by Ramona Heine. | Finance |
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