Karen Forbes Heflin

Analyst-Equity at Maltese Capital Management LLC

Consumer Services

Finance

Commercial Services

Profile

Karen Forbes Heflin is currently a Managing Director & Member at Maltese Capital Management LLC since 2022.
Previously, she worked as an Auditor at EisnerAmper LLP from 1993 to 1998.
Ms. Heflin completed her undergraduate degree at Fairfield University and holds an MBA from The Leonard N Stern School of Business.

Karen Forbes Heflin active positions

Companies	Position	Start
Maltese Capital Management LLC Maltese Capital Management LLC Investment ManagersFinance Maltese Capital Management LLC (Maltese Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Terry Maltese in 1996. They were formerly known as Sandler O'Neill Asset Management LLC and changed their name to Maltese Capital Management LLC in 2015. Maltese Capital provides investment advisory services on a discretionary basis to client accounts that are private pooled investment vehicles.	Analyst-Equity	01/03/1998

All active positions of Karen Forbes Heflin

Former positions of Karen Forbes Heflin

Companies	Position	End
EisnerAmper LLP EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services EisnerAmper LLP engages in the provision of audit, accounting, advisory and tax services. Its services include audit and assurance, outsource finance and accounting, private business accounting, royalty audit and contract compliance, SOC services, bankruptcy and restructuring, and benchmarking services. The company was founded by Theodore Levine, Dick Eisner and Mitch Aigen in 1963 and is headquartered in New York, NY.	Corporate Officer/Principal	01/03/1998

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Training of Karen Forbes Heflin

Fairfield University	Undergraduate Degree
The Leonard N Stern School of Business	Masters Business Admin

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Linked companies

Private companies	2
Maltese Capital Management LLC Maltese Capital Management LLC Investment ManagersFinance Maltese Capital Management LLC (Maltese Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Terry Maltese in 1996. They were formerly known as Sandler O'Neill Asset Management LLC and changed their name to Maltese Capital Management LLC in 2015. Maltese Capital provides investment advisory services on a discretionary basis to client accounts that are private pooled investment vehicles.	Finance
EisnerAmper LLP EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services EisnerAmper LLP engages in the provision of audit, accounting, advisory and tax services. Its services include audit and assurance, outsource finance and accounting, private business accounting, royalty audit and contract compliance, SOC services, bankruptcy and restructuring, and benchmarking services. The company was founded by Theodore Levine, Dick Eisner and Mitch Aigen in 1963 and is headquartered in New York, NY.	Commercial Services