Profile
Ms. Yates is the Chief Equity Officer.
She is the chair of the Equity Investment Committee.
She has a BBA and MBA in Finance, Investments and Banking, from the University of Wisconsin-Madison.
She is a graduate of the selective Applied Securities Analysis Program that gives students the opportunity to invest real money.
Before starting Holt-Smith & Yates Advisors in 1987, Ms. Yates was Vice-President and Portfolio Manager for Firstar Asset Management from 1982-1987 as well as Portfolio Manager for M&I Investment Management from 1980-1982.
She received her CFA Charter in 1984 and is a Member of the Association of Investment Management and Research (AIMR) and the Madison Investment Management Society (MIMS).
Her community involvement includes being a Board Member of the University of Wisconsin-Madison Alumni Association, a Board Member for the Mental Health Center of Dane County, and Treasurer of the First Unitarian Foundation.
She was a Chair of A Fund for Women, Dane County’s women’s foundation, and a Director and Program Chair for The Business Forum, a professional business and service group.
Former positions of Kristin Yates
| Companies | Position | End |
|---|---|---|
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Director of Research - Equity | 2005-12-30 |
| Firstar Corp. | Portfolio Manager-Equities | 1986-12-31 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Equities | 1981-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
| Firstar Corp. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
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- Kristin Yates
