Kate Lavin
Director/Board Member at The Convent of The Sacred Heart Corp.
Profile
Ms. Katherine E.
Lavin is a Managing Director & Portfolio Manager at Hall Capital Partners LLC.
She is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios.
She serves on the Board of Directors of Summer Search New York City, Investment Committee of Summer Search, Board of Trustees, Investment Committee for Sacred Heart Greenwich and firm’s Investment Review Committee.
Prior to joining the firm in 2010, Ms. Lavin was a Vice President in the Private Equity group at Fortress Investment Group where she focused primarily on transportation and infrastructure investments.
Previously, she was a Senior Analyst in Investment Banking at Morgan Stanley in San Francisco.
She started her career as an Analyst in Morgan Stanley's Public Finance Department in New York.
Ms. Lavin received her A.B.
in Political Economy from Princeton University and an M.B.A.
from Harvard Business School.
Kate Lavin active positions
| Companies | Position | Start |
|---|---|---|
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Committee Member | 2009-12-31 |
The Convent of The Sacred Heart Corp.
 The Convent of The Sacred Heart Corp. Miscellaneous Commercial ServicesCommercial Services The Convent of the Sacred Heart Corp. is an independent Catholic school for girls and young women from kindergarten through twelfth grade. It also offers a coed program for young children at the Barat Center for Early Childhood Education. The company was founded in 1848 and is headquartered in Greenwich, CT. | Director/Board Member | - |
Former positions of Kate Lavin
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | - |
| FORTRESS INVESTMENT GROUP LLC | Corporate Officer/Principal | - |
Training of Kate Lavin
| Princeton University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Finance |
Fortress Investment Group LLC
 Fortress Investment Group LLC Investment ManagersFinance Fortress Investment Group LLC provides investment management services. It specializes in asset-based investment, operations management, mergers and acquisitions, and capital markets. The company was founded by Wesley Robert Edens, Robert I. Kauffman, and Randal Alan Nardone in 1998 and is headquartered in New York, NY. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
The Convent of The Sacred Heart Corp.
The Convent of The Sacred Heart Corp. Miscellaneous Commercial ServicesCommercial Services The Convent of the Sacred Heart Corp. is an independent Catholic school for girls and young women from kindergarten through twelfth grade. It also offers a coed program for young children at the Barat Center for Early Childhood Education. The company was founded in 1848 and is headquartered in Greenwich, CT. | Commercial Services |
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