Profile
Ms. Allen joined Reik & Co., LLC in November 2006.
Previously she was Vice President and Portfolio Manager at William D.
Witter, Inc., in February 1991.
Ms. Allen is a member of the Select Investor group, which she joined at Mitchell Hutchins in October 1987.
Prior to October 1987, she was manager of marketing support for Mitchell Hutchins Asset Management for two years.
Ms. Allen is a graduate of Smith College with a B.A.
degree in economics.
Former positions of Katie M. Allen
| Companies | Position | End |
|---|---|---|
Reik & Co. LLC
 Reik & Co. LLC Investment ManagersFinance Reik & Co. LLC is an independent registered investment advisor and wealth manager headquartered in New York City with an additional office in Sarasota, Florida. The firm was founded in 2006 by William J. Reik, Jr. Reik & Co. provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Analyst-Equity | 31/10/2007 |
William D. Witter, Inc.
 William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Portfolio Manager-Equities | 31/10/2006 |
Mitchell Hutchins Institutional Investors, Inc.
 Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Corporate Officer/Principal | 31/01/1991 |
| Mitchell Hutchins Asset Management, Inc. | Sales & Marketing | 30/09/1987 |
Training of Katie M. Allen
| Smith College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Reik & Co. LLC
Reik & Co. LLC Investment ManagersFinance Reik & Co. LLC is an independent registered investment advisor and wealth manager headquartered in New York City with an additional office in Sarasota, Florida. The firm was founded in 2006 by William J. Reik, Jr. Reik & Co. provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Finance |
William D. Witter, Inc.
William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Finance |
| Mitchell Hutchins Asset Management, Inc. | Finance |
Mitchell Hutchins Institutional Investors, Inc.
Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Finance |
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