Katerina Boriskina
Profile
Ms. Katerina Boriskina is a Chief Financial & Operating Officer at Smith Asset Management, Inc. and Chief Financial & Operating Officer at SAM Advisors LLC.
Ms. Boriskina’s diverse industry skills, in conjunction with her hands on knowledge of utilizing and operating all phases of complicated financial software packages, make her a vital component of Smith Asset Management, Inc. and SAM Advisors, LLC operational structure.
Ms. Boriskina’s responsibilities include Portfolio Accounting, Trading, Relationship Management and Operations at various organizational levels.
She also serves as the head liaison between the Smith Asset Management, Inc. and SAM Advisors LLC custodian bank and clearing firm, Pershing LLC.
Ms. Boriskina earned her Bachelors degree in Management from Chuvash State University.
Former positions of Katerina Boriskina
| Companies | Position | End |
|---|---|---|
SAM Advisors LLC
 SAM Advisors LLC Investment ManagersFinance Founded in 1997 by William B. Smith, SAM Advisors LLC is a registered investment advisor located in New York City. The firm was formerly the registered investment advisory unit of Smith Asset Management, Inc. | Director of Finance/CFO | - |
Smith Asset Management, Inc.
 Smith Asset Management, Inc. Investment Banks/BrokersFinance Founded in 1991 by William B. Smith. Smith Asset Management, Inc. is a full-service broker/dealer headquartered in New York City. In 1997, the firm was established as a dual registered broker/dealer and registered investment advisor in 1997. In 2005, the registered investment advisor, SAM Advisors LLC, was spun off from Smith Asset Management leaving the firm as a broker/dealer. The firm provides trading services primarily to high net-worth individuals and institutions. Smith Asset Management specializes on the capital market trading strategies of equities, debt and options. They also concentrate on institutional trading. Smith Asset Management is a member of the NASD and the SIPC. | Director of Finance/CFO | - |
Training of Katerina Boriskina
| Chuvash State University Ulyanova | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Smith Asset Management, Inc.
Smith Asset Management, Inc. Investment Banks/BrokersFinance Founded in 1991 by William B. Smith. Smith Asset Management, Inc. is a full-service broker/dealer headquartered in New York City. In 1997, the firm was established as a dual registered broker/dealer and registered investment advisor in 1997. In 2005, the registered investment advisor, SAM Advisors LLC, was spun off from Smith Asset Management leaving the firm as a broker/dealer. The firm provides trading services primarily to high net-worth individuals and institutions. Smith Asset Management specializes on the capital market trading strategies of equities, debt and options. They also concentrate on institutional trading. Smith Asset Management is a member of the NASD and the SIPC. | Finance |
SAM Advisors LLC
SAM Advisors LLC Investment ManagersFinance Founded in 1997 by William B. Smith, SAM Advisors LLC is a registered investment advisor located in New York City. The firm was formerly the registered investment advisory unit of Smith Asset Management, Inc. | Finance |
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