Kim Yoshida

Kim Yoshida

Portfolio Manager-Aktien bei Curbstone Financial Management Corp.

Finance
Consumer Services
Commercial Services

Profil

Ms. Sarah Q.
Yoshida
, CFA, is a Portfolio Manager at Curbstone Financial Management Corp.
She has over 40 years of experience in the investment management business.
Ms. Yoshida was a senior vice president and partner at a private investment management firm in Massachusetts for 18 years.
Prior to that, she was a member of the Strategy Group at First NH Investment Services and a senior VP and senior investment officer at Amoskeag Bank, where she was responsible for setting the division’s investment policy and strategy and for overseeing the management of $500 million of trust assets.
In all capacities, her responsibilities have included security analysis and management of trust, personal, endowment and retirement portfolios.
Before joining Amoskeag Bank, she was employed as a security analyst at two major firms in Boston.
She has served as a director for the Federation of Children with Special Needs and as a director for Fidelity House Human Services.
An honors graduate of Simmons College, where she majored in Management and Finance, she also earned her CFA designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Aktive Positionen von Kim Yoshida

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2011
Alle aktiven Positionen von Kim Yoshida

Ehemalige bekannte Positionen von Kim Yoshida

UnternehmenPositionEnde
Corporate Officer/Principal -
Financial Women International, Inc. Corporate Officer/Principal -
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Ausbildung von Kim Yoshida

Simmons University Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

2

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen3

Finance

Financial Women International, Inc.

Commercial Services

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  3. Kim Yoshida