Career history of Kathryn Wortsman Stein
Former positions of Kathryn Wortsman Stein
Companies | Position | Start | End |
---|---|---|---|
Lynx Equity Ltd.
Lynx Equity Ltd. Investment ManagersFinance Lynx Equity Ltd (Lynx Equity) is a private equity firm founded by Brad Nathan, Joanna Lipfield, Marvin Pludwinski and Judith Benattar in 2007. The firm is headquartered in Toronto, Canada. | Private Equity Investor | 19/04/2011 | 28/02/2012 |
The Telluride Foundation | Consultant / Advisor | 29/04/2004 | 29/04/2004 |
METLIFE, INC. | Director/Board Member | 30/12/2003 | 30/12/2003 |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 29/04/2001 | 29/04/2001 |
GE Capital Equity, Inc.
GE Capital Equity, Inc. Investment ManagersFinance GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut. | Corporate Officer/Principal | 30/12/1999 | 30/12/1999 |
CIBC Capital Partners
CIBC Capital Partners Investment ManagersFinance Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM). | Corporate Officer/Principal | 31/12/1995 | - |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Corporate Officer/Principal | 30/12/1995 | 30/12/1995 |
Acura Technology Group, Inc. | Director/Board Member | - | - |
BMO Capital Partners
BMO Capital Partners Investment ManagersFinance BMO Capital Partners (BMO Capital) is a private equity subsidiary of BMO Equity Partners Inc. founded in 1996. The firm is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | - |
Training of Kathryn Wortsman Stein
University of Western Ontario | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Statistics
International
United States | 7 |
Canada | 6 |
Operational
Corporate Officer/Principal | 4 |
Director/Board Member | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 8 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
METLIFE, INC. | Finance |
Private companies | 8 |
---|---|
BMO Capital Partners
BMO Capital Partners Investment ManagersFinance BMO Capital Partners (BMO Capital) is a private equity subsidiary of BMO Equity Partners Inc. founded in 1996. The firm is headquartered in Toronto, Canada. | Finance |
Acura Technology Group, Inc. | |
CIBC Capital Partners
CIBC Capital Partners Investment ManagersFinance Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM). | Finance |
Lynx Equity Ltd.
Lynx Equity Ltd. Investment ManagersFinance Lynx Equity Ltd (Lynx Equity) is a private equity firm founded by Brad Nathan, Joanna Lipfield, Marvin Pludwinski and Judith Benattar in 2007. The firm is headquartered in Toronto, Canada. | Finance |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
GE Capital Equity, Inc.
GE Capital Equity, Inc. Investment ManagersFinance GE Capital Equity, Inc. (GE Capital Equity) is a private equity division of GE Capital Americas is founded in 1993. The firm is headquartered in Norwalk, Connecticut. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
The Telluride Foundation | Miscellaneous |