![Kathleen Andrews Warren](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kathleen Andrews Warren
Director of Finance/CFO at
Cardinal Capital Management, Inc. (North Carolina)
Profile
Ms. Kathleen A. Warren is a Portfolio Manager & Chief Financial Officer at Cardinal Capital Management, Inc. (North Carolina).
She performs equity and fixed income analysis, services client investment portfolios and client needs, and manages the firm's proprietary multi-factor valuation model.
Prior to returning to the firm, Ms. Warren worked as an Associate at Credit-Suisse in their Private Bank in Atlanta, GA. Before graduate school, she worked at Cardinal Capital Management, Inc. as an Analyst supporting client needs, executing trades, preparing annual reviews and doing equity research.
She also worked for Thomas Weisel Partners in the Private Client group in New York City.
She received her B.A. from Wake Forest University and an M.B.A. from UNC’s Kenan-Flagler Business School.
Kathleen Andrews Warren active positions
| Companies | Position | Start |
|---|---|---|
Cardinal Capital Management, Inc. (North Carolina)
 Cardinal Capital Management, Inc. (North Carolina) Investment ManagersFinance Cardinal Capital specializes in individual equity and fixed income portfolios. The firm aims to exceed the relevant benchmark index return net of fees at significantly reduced risk (lower volatility) over a full market cycle. They apply a value-oriented approach predicated on selecting individual stocks for investment. Their investment process is entirely bottom-up. | Director of Finance/CFO | 01/06/2010 |
Former positions of Kathleen Andrews Warren
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Cardinal Capital Management, Inc. (North Carolina)
Cardinal Capital Management, Inc. (North Carolina) Investment ManagersFinance Cardinal Capital specializes in individual equity and fixed income portfolios. The firm aims to exceed the relevant benchmark index return net of fees at significantly reduced risk (lower volatility) over a full market cycle. They apply a value-oriented approach predicated on selecting individual stocks for investment. Their investment process is entirely bottom-up. | Analyst-Equity | 01/01/2008 |
Juvenile Diabetes Research Foundation Ltd.
 Juvenile Diabetes Research Foundation Ltd. Miscellaneous Commercial ServicesCommercial Services Engages in prevention, treatment, causes and cure for diabetes | Corporate Officer/Principal | - |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Regional BanksFinance Operates as an investment banking firm | Corporate Officer/Principal | - |
Thomas Weisel Partners Group, Inc.
 Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Provides investment banking, brokerage, equity research and asset management services | Corporate Officer/Principal | - |
Training of Kathleen Andrews Warren
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
84
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Thomas Weisel Partners Group, Inc.
Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Provides investment banking, brokerage, equity research and asset management services | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Regional BanksFinance Operates as an investment banking firm | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cardinal Capital Management, Inc. (North Carolina)
Cardinal Capital Management, Inc. (North Carolina) Investment ManagersFinance Cardinal Capital specializes in individual equity and fixed income portfolios. The firm aims to exceed the relevant benchmark index return net of fees at significantly reduced risk (lower volatility) over a full market cycle. They apply a value-oriented approach predicated on selecting individual stocks for investment. Their investment process is entirely bottom-up. | Finance |
Kenan-Flagler Business School
 Kenan-Flagler Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Juvenile Diabetes Research Foundation Ltd.
Juvenile Diabetes Research Foundation Ltd. Miscellaneous Commercial ServicesCommercial Services Engages in prevention, treatment, causes and cure for diabetes | Commercial Services |
- Stock Market
- Insiders
- Kathleen Andrews Warren
