Kristen Bartholdson-Peter
Portfolio Manager-Equities at Macquarie Investment Management Business Trust
Profile
Ms. Kristen E.
Bartholdson-Peter is a Managing Director & Senior Portfolio Manager at Macquarie Investment Management Business Trust.
She assumed portfolio management responsibilities in December 2008.
Prior to joining Macquarie as an Equity Analyst, she worked at Susquehanna International Group, where she was in equity research sales and at Credit Suisse as an Associate Analyst in investment strategy.
She holds a Bachelor of Arts in economics from Princeton University.
Kristen Bartholdson-Peter active positions
Companies | Position | Start |
---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Portfolio Manager-Equities | 31/12/2005 |
Former positions of Kristen Bartholdson-Peter
Companies | Position | End |
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Delaware Investments Global Dividend & Income Fund, Inc.
Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA | Corporate Officer/Principal | 24/10/2011 |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Corporate Officer/Principal | 30/12/2005 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 30/12/2003 |
DELAWARE INVESTMENTS DIVIDEND AND INCOME FUND, INC. | Corporate Officer/Principal | - |
Training of Kristen Bartholdson-Peter
Princeton University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Delaware Investments Dividend & Income Fund, Inc.
Delaware Investments Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Dividend & Income Fund, Inc. is a mutual fund, closed-end investment trust. Its objective is to seek high current income with capital appreciation. The company was founded on March 26, 1993 and is headquartered in Philadelphia, PA. | Miscellaneous |
Delaware Investments Global Dividend & Income Fund, Inc.
Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA | Miscellaneous |
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