Kate Schapiro

Experience

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  Wells Capital Management

  Jan 1992 - Jan 2001

  Managing Director

  Created, developed, marketed and managed a core international equity strategy for institutional clients, mutual and trust funds and private clients. Original lead manager of Wells Fargo's initial International Equity Fund, earning 4-star Morningstar rating in first 3-years of fund's existence. Managed domestic equity and balanced portfolios for trust clients, private clients and institutional clients including employee benefit trusts and foundations.

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  Strong Capital Management

  Jan 2001 - Jan 2004

  Portfolio Manager

  Managed international equity portfolios including mutual funds, sub-advised variable annuity funds and managed account portfolios. Investment process and strategy similar to above description. Multi factor stock selection process based on value, growth, management, risk and sentiment factors. Responsibilities included marketing and sales presentations, BOD presentations and written reports similar to above description.

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  Sentinel Investments

  Dec 2005 - Apr 2014

  Senior Vice President/Portfolio Manager

  Lead portfolio manager of the Sentinel International Equity Fund and co-portfolio manager of the Sentinel Conservative Strategies Fund. Managed a team of four investment professionals focused on a fundamentals-driven, core international equity investment strategy with an emphasis on high quality, large capitalization stocks in developed and emerging markets. (Process also allowed for investment in small and mid-capitalization stocks.) Stock selection supported by multi-factor assessment (value, growth, management, business quality and return-on-invested capital), while portfolio construction supported by trend analysis and risk management techniques. Responsibilities included marketing and sales presentations, written reports (quarterly, semi-annual and annual), and presentations to the mutual fund’s Board of Directors. Show less

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  Mills College

  Jul 2010 - Jun 2019

  Member Board of Trustees

  Chair, Investment Committee

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  CFA Society San Francisco

  Oct 2015 - Aug 2016

  Interim Executive Director

  Kate Schapiro was interim Executive Director for the CFA Society San Francisco where she worked closely with the Board of Directors to execute on the Society’s mission and achieve its strategic goals. As Executive Director, she represented the organization to members and key stakeholders, provided consistent leadership, established operational plans and provided day-to-day management of staff and operations.

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  KS Investment Consulting

  Feb 2019 - now

  Investment Research and Portfolio Management

  Providing investment advice and consultation to individuals and Registered Investment Advisors.