Kai F. Kuo

Finance

Consumer Services

Profile

Mr. Kai F.
Kuo is a Director of Portfolio Administration at Miller Tabak Asset Management LLC.
He joined Miller Tabak in June 2008.
Mr. Kuo was previously employed as a Principal by Oppenheimer Capital and Senior Portfolio Administrator by Evergreen Investments & Management LLC.
Mr. Kuo received his undergraduate degree from Baruch College.

Former positions of Kai F. Kuo

Companies	Position	End
MT Asset Management LLC MT Asset Management LLC Investment ManagersFinance MT Asset Management LLC, do-business-as Miller Tabak Asset Management (MTAM), is a registered investment advisor headquartered in Matawan, New Jersey. The firm was founded by Tony Crescenzi and Michael P. Pietronicoin 2008. They are a subsidiary of MTCO LLC, which is owned by Jeffco Management LLC. MTAM manages high quality municipal bonds for sophisticated investors and institutions.	Analyst-Fixed Income	30/11/2011
Oppenheimer Capital Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.	Corporate Officer/Principal	30/12/1998
Evergreen Investments & Management LLC Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.	Corporate Officer/Principal	-

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Training of Kai F. Kuo

Baruch College

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
MT Asset Management LLC MT Asset Management LLC Investment ManagersFinance MT Asset Management LLC, do-business-as Miller Tabak Asset Management (MTAM), is a registered investment advisor headquartered in Matawan, New Jersey. The firm was founded by Tony Crescenzi and Michael P. Pietronicoin 2008. They are a subsidiary of MTCO LLC, which is owned by Jeffco Management LLC. MTAM manages high quality municipal bonds for sophisticated investors and institutions.	Finance
Evergreen Investments & Management LLC Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.	Finance
Oppenheimer Capital Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.	Finance

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