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Catherine Stamm Woolston
Portfolio Manager-Equities at Clear Harbor Asset Management LLC
Profile
Ms. Catherine S.
Woolston is a Director at Clear Harbor Asset Management LLC.
She serves as a Director of Concord Village Owners, Inc. coordinating the 1000-unit co-op’s energy efficiency initiative.
Prior to joining Clear Harbor, Ms. Woolston was an Associate at Ingalls & Snyder, LLC for almost 20 years.
Before joining Ingalls, Catherine worked at Prudential Bache and R.C.
Stamm & Co.
She is a graduate of Pace University with a B.S.
degree in Business & Finance.
Catherine Stamm Woolston active positions
Companies | Position | Start |
---|---|---|
Clear Harbor Asset Management LLC
![]() Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor Asset Management LLC (Clear Harbor) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Ian Armstrong and Aaron Kennon in 2009. Clear Harbor provides financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Equities | - |
Former positions of Catherine Stamm Woolston
Companies | Position | End |
---|---|---|
Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Ingalls & Snyder LLC (Broker)
![]() Ingalls & Snyder LLC (Broker) Investment Banks/BrokersFinance Ingalls & Snyder LLC is a dually-registered broker/dealer and investment advisor headquartered in New York City. The firm was founded in 1924 and serves Portfolio Managers with prompt and efficient execution of orders in the marketplace. Their trading desk also maintains active relationships with broker-dealer firms specializing in securities listed outside the US, enabling Portfolio Managers and clients to invest in any foreign securities market where they find opportunity. Ingalls & Snyder also has significant expertise in fixed income securities. They research and transact in non-investment grade corporate credits for clients and for their own account. The firm also provides Portfolio Managers and clients the ability to trade in US Government securities, municipal bonds, and high grade corporate bonds. | Analyst-Equity | - |
Training of Catherine Stamm Woolston
Pace University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Clear Harbor Asset Management LLC
![]() Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor Asset Management LLC (Clear Harbor) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Ian Armstrong and Aaron Kennon in 2009. Clear Harbor provides financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Ingalls & Snyder LLC (Broker)
![]() Ingalls & Snyder LLC (Broker) Investment Banks/BrokersFinance Ingalls & Snyder LLC is a dually-registered broker/dealer and investment advisor headquartered in New York City. The firm was founded in 1924 and serves Portfolio Managers with prompt and efficient execution of orders in the marketplace. Their trading desk also maintains active relationships with broker-dealer firms specializing in securities listed outside the US, enabling Portfolio Managers and clients to invest in any foreign securities market where they find opportunity. Ingalls & Snyder also has significant expertise in fixed income securities. They research and transact in non-investment grade corporate credits for clients and for their own account. The firm also provides Portfolio Managers and clients the ability to trade in US Government securities, municipal bonds, and high grade corporate bonds. | Finance |
Prudential Bache Securities, Inc. | Finance |
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