 | Kathy is Strategist and Investment Adviser of Blue White Alternative Investments Ltd. Kathy has over 20 years of investment management experience. In addition to her duties at BWAI Ltd she is also CIO at PhaseInvesting Technologies, Inc., an alternative investment management consulting and advisory firm specializing in asset and strategy allocation. During the period of 1993-2000, she was a portfolio manager and quantitative analyst at Oechsle International Advisors, LLC, a US money management firm and hedge fund based in Boston and Frankfurt. Prior to that she worked as a portfolio manager at Deutscher-Investment Trust and was a portfolio engineer at Dresdner International Research Institute. During her earlier career Kathy has served as Vice President of the American Mutual Group in charge of its investment and financial planning subsidiaries. She has advised private clients and pensions funds and has held the Certified Financial Planner (CFP) designation. She has also been a Registered Investment Adviser (Series 7 and Series 63) with Integrated Resources of New York.
Kathy holds a M.Sc. in Finance from the University of British Columbia, a B.S. and B.A. in Industrial Management and English from Purdue University, and she has studied also at New College, Oxford. Kathy is a holder of the Chartered Alternative Investment Analyst (CAIAä) designation, and is familiar with both European and American investment environments and cultures. She has a working knowledge of the German language. |
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