Profile
Ms. Kathleen A.
Wayner is a Management Member at Bowling Portfolio Management LLC.
Ms. Wayner began her investment career at The Union Central Life Insurance Company, where she managed a variety of different portfolios, including equities, fixed income and convertible securities from 1973-1984.
At the time she left Union Central, she held the position of Director of Investment Research.
Prior to joining Bowling in 1986, she founded an investment advisory firm in the Cincinnati area.
In 1989, she co-founded Cincinnati Asset Management, a specialized fixed income securities firm.
Ms. Wayner attended the University of Cincinnati (Ohio).
Former positions of Kathy Wayner
| Companies | Position | End |
|---|---|---|
Cincinnati Asset Management, Inc.
 Cincinnati Asset Management, Inc. Investment ManagersFinance Cincinnati Asset Management, Inc. (CAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 1989, CAM provides investment management service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. | Corporate Officer/Principal | - |
Bowling Portfolio Management LLC
 Bowling Portfolio Management LLC Investment ManagersFinance Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988. | Corporate Officer/Principal | 31/12/1988 |
The Union Central Life Insurance Co.
 The Union Central Life Insurance Co. Multi-Line InsuranceFinance The Union Central Life Insurance Co. provides insurance services. Its products include individual life and disability insurance, annuities, investment products, and group retirement. The company was founded by Dr. John Pascal Paoli Peck in 1867 and is headquartered at Cincinnati, OH. | Corporate Officer/Principal | 31/12/1984 |
| Pacholder Associates, Inc. | Corporate Officer/Principal | - |
Bowling Portfolio Management LLC
Bowling Portfolio Management LLC Investment ManagersFinance Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988. | Chief Executive Officer | 18/11/2020 |
Training of Kathy Wayner
| University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Bowling Portfolio Management LLC
Bowling Portfolio Management LLC Investment ManagersFinance Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988. | Finance |
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance Cincinnati Asset Management, Inc. (CAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 1989, CAM provides investment management service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. | Finance |
| Pacholder Associates, Inc. | Finance |
The Union Central Life Insurance Co.
The Union Central Life Insurance Co. Multi-Line InsuranceFinance The Union Central Life Insurance Co. provides insurance services. Its products include individual life and disability insurance, annuities, investment products, and group retirement. The company was founded by Dr. John Pascal Paoli Peck in 1867 and is headquartered at Cincinnati, OH. | Finance |
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