Profile
Ms. Kathy Klein is Partner & Portfolio Manager at Marietta Investment Partners LLC.
Prior to joining Marietta in April 2004, Ms. Klein served as a Financial Advisor for Strong Private Client from 2000 to 2004.
She was a Principal and Financial Planner at the National Institute of Estate Planning form 1993 to 2000.
Ms. Klein received a B.S.
degree from St. Mary's College and an M.S.
degree from the University of Illinois-Chicago.
She also holds a Certified Financial Planner designation.
Former positions of Kathy Klein
| Companies | Position | End |
|---|---|---|
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - |
| Mutual of New York Life /2 Hampton Inns/ | Corporate Officer/Principal | 1992-12-30 |
Marietta Investment Partners LLC
 Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Portfolio Manager-Equities | - |
Training of Kathy Klein
| St. Mary's College (Indiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Marietta Investment Partners LLC
Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Finance |
| Mutual of New York Life /2 Hampton Inns/ | Consumer Services |
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