Kathleen LaVielle
Analyst-Fixed Income at Meridian Credit Management LLC
Profile
Ms. Kathleen LaVielle is a Senior Research Analyst at Meridian Credit Management LLC.
She joined the firm in 2007 as Research Associate.
She works ith the portfolio management team to underwrite primary and secondary corporate credit investments, maintain industry knowledge, and perform comparative relative value analysis.
She is responsible for covering over 100 corporate credits with focus on Healthcare, Pharmaceuticals, Business Services, Financial Services and Software.
Ms. LaVielle is instrumental in the development of the junior analysts and developed proprietary tools to improve the monitoring of all portfolio credits.
Ms. LaVielle worked as the Director of Financial Planning and Analysis for Baker & Taylor (subsidiary of Follett Corporation ) in Charlotte, North Carolina, where she led all corporate financial reporting for the core retail and library business units.
She was responsible for annual budgeting and strategic planning which included restructuring, modeling and M&A analysis.
She holds a BS in Finance from The Ohio State University in 2005.
Kathleen LaVielle active positions
| Companies | Position | Start |
|---|---|---|
Meridian Credit Management LLC
 Meridian Credit Management LLC Investment ManagersFinance Meridian Credit Management LLC, dba Gulf Stream Asset Management (GSM), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2002 as Gulf Stream Asset Management LLC. GSM manages a variety of collateralized loan obligations (CLOs) for institutional clients. | Analyst-Fixed Income | 2006-12-31 |
Former positions of Kathleen LaVielle
| Companies | Position | End |
|---|---|---|
BB&T Corp.
 BB&T Corp. Major BanksFinance BB&T Corp. engages in the provision of banking and trust services through its subsidiaries. It operates through the following segments: Community Banking-Retail; Community Banking-Commercial; Insurance Holdings; and Financial Services and Commercial Finance; Other, Treasury and Corporate. The Community Banking-Retail segment offers a variety of loan and deposit products, payment services, bankcard products, and other financial services. The Community Banking-Commercial segment includes commercial real estate lending, commercial and industrial lending, corporate banking, asset based-lending, dealer inventory financing, tax exempt financing, cash management and treasury services, and commercial deposit products. The Insurance Holdings segment covers property and casualty, employee benefits, and life insurance to businesses and individuals. The Financial Services and Commercial Finance segment consists of personal trust administration, estate planning, investment counseling, wealth management, asset management, corporate retirement services, capital markets and corporate banking services, corporate trust services and specialty finance products to businesses. The Other, Treasury and Corporate segment comprises of the combination of other segment that represents operating entities. The company was was founded by Alpheus Branch in 1872 and is headquartered in Winston-Salem, NC. | Corporate Officer/Principal | - |
Training of Kathleen LaVielle
| The Ohio State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Meridian Credit Management LLC
Meridian Credit Management LLC Investment ManagersFinance Meridian Credit Management LLC, dba Gulf Stream Asset Management (GSM), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2002 as Gulf Stream Asset Management LLC. GSM manages a variety of collateralized loan obligations (CLOs) for institutional clients. | Finance |
BB&T Corp.
BB&T Corp. Major BanksFinance BB&T Corp. engages in the provision of banking and trust services through its subsidiaries. It operates through the following segments: Community Banking-Retail; Community Banking-Commercial; Insurance Holdings; and Financial Services and Commercial Finance; Other, Treasury and Corporate. The Community Banking-Retail segment offers a variety of loan and deposit products, payment services, bankcard products, and other financial services. The Community Banking-Commercial segment includes commercial real estate lending, commercial and industrial lending, corporate banking, asset based-lending, dealer inventory financing, tax exempt financing, cash management and treasury services, and commercial deposit products. The Insurance Holdings segment covers property and casualty, employee benefits, and life insurance to businesses and individuals. The Financial Services and Commercial Finance segment consists of personal trust administration, estate planning, investment counseling, wealth management, asset management, corporate retirement services, capital markets and corporate banking services, corporate trust services and specialty finance products to businesses. The Other, Treasury and Corporate segment comprises of the combination of other segment that represents operating entities. The company was was founded by Alpheus Branch in 1872 and is headquartered in Winston-Salem, NC. | Finance |
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