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Profile
Kim Trzeciak formerly worked at George McKelvey Co., Inc., as Advisor from 2013 to 2024, ClearBridge LLC, as Registered Client Service Associate from 2004 to 2006, Merrill Lynch, Pierce, Fenner & Smith, Inc., as Client Associate from 2004 to 2011, and Four Springs Capital LLC, as Registered Operations Associate from 2012 to 2013.
Former positions of Kim Trzeciak
| Companies | Position | End |
|---|---|---|
George McKelvey Co., Inc.
 George McKelvey Co., Inc. Investment ManagersFinance GMCo develops a client's personal investment policy and creates and manages a portfolio based on that policy. They stick to a long-term strategy based on what they've seen prove successful over time. | Portfolio Manager-Equities | 01/10/2024 |
Four Springs Capital LLC
 Four Springs Capital LLC Real Estate Investment TrustsFinance Functions as a real estate investment trust | Corporate Officer/Principal | 01/04/2013 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/11/2011 |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Corporate Officer/Principal | 01/09/2006 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
George McKelvey Co., Inc.
George McKelvey Co., Inc. Investment ManagersFinance GMCo develops a client's personal investment policy and creates and manages a portfolio based on that policy. They stick to a long-term strategy based on what they've seen prove successful over time. | Finance |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Four Springs Capital LLC
Four Springs Capital LLC Real Estate Investment TrustsFinance Functions as a real estate investment trust | Finance |
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