Elaine Heller
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Profil
Ms. Elaine Heller, CFA, is Partner & Relationship Manager at Coldstream Capital Management, Inc. Prior to joining Coldstream Capital Management in 2001, Ms. Heller was the senior analyst at RG Investment Advisory in Seattle, Washington.
She joined RG Investment Advisory in 1998, where she analyzed and managed portfolios for high net worth clients.
In addition, she provided economic and investment commentary for quarterly reports and client presentations.
She entered the investment business in 1988 with Drexel Burnham Lambert, where she worked on the international fixed income trading desk.
In 1990, she joined BNP International Financial Services (HK) as an economist and research analyst.
The firm specialized in leveraged cross currency bond portfolios for high net worth clients.
Her responsibilities included macro economic analysis of the major economies including an appraisal of currency and fixed income markets and managing client portfolios.
From 1993 to 1995 she was a research analyst with KMS Financial Services in Seattle, Washington.
From 1995 to 1998 Ms. Heller was a senior account manager for Len Cereghino & Co., an investor relations agency based in Seattle.
She developed and implemented investor relations strategies, created targeted marketing campaigns and provided communications counsel to client companies.
Ms. Heller received a B.A.
in International Trade and Investment from the University of Washington in 1987.
She was awarded the Chartered Financial Analyst designation in 1997.
Ehemalige bekannte Positionen von Elaine Heller
Unternehmen | Position | Ende |
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KMS Financial Services, Inc.
KMS Financial Services, Inc. Investment ManagersFinance KMS Financial Services, Inc. is a SEC-registered investment advisor and broker-dealer headquartered in Seattle, Washington. The firm was founded in 1971 and became an independently operated, wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS) in October 2014. KMS Financial Services provide advisory services and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and government entities. | Corporate Officer/Principal | - |
Drexel Burnham Lambert, Inc. | Trading-Fixed Income | 01.01.1990 |
BNP Paribas Capital (Asia Pacific) Ltd.
BNP Paribas Capital (Asia Pacific) Ltd. Investment Banks/BrokersFinance Part of BNP Paribas SA, BNP Paribas Capital (Asia Pacific) Ltd. is a Chinese company that provides brokerage services. The company is based in Hong Kong, Hong Kong. | Analyst-Equity | - |
RG Investment Partner AG
RG Investment Partner AG Investment ManagersFinance RG Investment Partner AG provides investment advice. The private company is based in Zurich, Switzerland. | Corporate Officer/Principal | - |
Ausbildung von Elaine Heller
University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Beziehungen
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Unternehmensverbindungen
Private Unternehmen | 4 |
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Drexel Burnham Lambert, Inc. | Process Industries |
RG Investment Partner AG
RG Investment Partner AG Investment ManagersFinance RG Investment Partner AG provides investment advice. The private company is based in Zurich, Switzerland. | Finance |
KMS Financial Services, Inc.
KMS Financial Services, Inc. Investment ManagersFinance KMS Financial Services, Inc. is a SEC-registered investment advisor and broker-dealer headquartered in Seattle, Washington. The firm was founded in 1971 and became an independently operated, wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS) in October 2014. KMS Financial Services provide advisory services and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and government entities. | Finance |
BNP Paribas Capital (Asia Pacific) Ltd.
BNP Paribas Capital (Asia Pacific) Ltd. Investment Banks/BrokersFinance Part of BNP Paribas SA, BNP Paribas Capital (Asia Pacific) Ltd. is a Chinese company that provides brokerage services. The company is based in Hong Kong, Hong Kong. | Finance |