Kathy Siriwan
Portfolio Manager-Fixed Income at HoyleCohen LLC
Profile
Katherine Puntharik Siriwan is a Senior Wealth Advisor at HoyleCohen LLC.
Prior to her current position, she worked as a Portfolio Manager at Libbie Agran Financial Services & Seminars from 1999 to 2017.
She completed her undergraduate degree at the University of Southern California in 1988.
Kathy Siriwan active positions
| Companies | Position | Start |
|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Portfolio Manager-Fixed Income | 2017-05-31 |
Former positions of Kathy Siriwan
| Companies | Position | End |
|---|---|---|
Libbie Agran Financial Services & Seminars
 Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | Portfolio Manager-Fixed Income | 2017-05-31 |
Training of Kathy Siriwan
| University of Southern California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | Finance |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Finance |
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