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Kathleen Horigan O'malley

Loomis, Sayles & Company, L.P.
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Loomis, Sayles & Company, L.P.
Compensation
Fee-Only (AUM)
Firm Size
26 advisors
Number of Clients
22,232 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$350.9B

Fee Structure

Financial Planning:Investment management only

Location

One Financial Center, Boston, MA, 02111-2621

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Bainco International Investors LLC
October 2017 - May 2019 · 1 yr 7 mos
Newbury Street Capital Limited PartnershipBroker
June 2014 - December 2016 · 2 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.