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Profile
Katherine Nile Baum worked as the Northeast Regional Manager at Muhlenkamp & Co., Inc. from 2007 to 2017.
Prior to that, she was an Associate Agent at Northwestern Mutual Investment Services LLC from 2005 to 2007.
Ms. Baum received an undergraduate degree from The Pennsylvania State University in 1986.
Former positions of Kathy Baum
| Companies | Position | End |
|---|---|---|
Muhlenkamp & Co., Inc.
 Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co. generally invests in securities listed on the major security exchanges. The firm may also purchase securities of selected companies traded in the over-the-counter markets. They generally recommend a mix of mutual funds, index funds, ETFs, stocks, bonds and in some cases, alternative investments. Muhlenkamp & Co. will sell a stock or other investment when they believe the asset’s intrinsic value has been fully realized by the market, earnings disappoint, growth prospects dim due to changing market or economic conditions, the asset falls short of expectations, or they find a better investment. The firm may also sell (or recommend that the Client sells) an asset to facilitate asset allocation and diversification parameters. | Corporate Officer/Principal | 08/05/2017 |
Northwestern Mutual Investment Services LLC
 Northwestern Mutual Investment Services LLC Investment ManagersFinance NMIS selects high-quality investment options that could include exposure to ESG portfolios that reflect the clients' values. With a long-term view of investing, they look to avoid reacting to the day's headlines and make smarter investment decisions designed to help drive value over time. | Corporate Officer/Principal | 31/07/2007 |
Training of Kathy Baum
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Muhlenkamp & Co., Inc.
Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co. generally invests in securities listed on the major security exchanges. The firm may also purchase securities of selected companies traded in the over-the-counter markets. They generally recommend a mix of mutual funds, index funds, ETFs, stocks, bonds and in some cases, alternative investments. Muhlenkamp & Co. will sell a stock or other investment when they believe the asset’s intrinsic value has been fully realized by the market, earnings disappoint, growth prospects dim due to changing market or economic conditions, the asset falls short of expectations, or they find a better investment. The firm may also sell (or recommend that the Client sells) an asset to facilitate asset allocation and diversification parameters. | Finance |
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC Investment ManagersFinance NMIS selects high-quality investment options that could include exposure to ESG portfolios that reflect the clients' values. With a long-term view of investing, they look to avoid reacting to the day's headlines and make smarter investment decisions designed to help drive value over time. | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Kathy Baum
