Bertha Reames
Global Head of Investment Stewardship at Kingz Capital Ventures- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Kingz Capital Ventures
-
United States
-
Financial Services
-
1 - 100 Employee
-
Global Head of Investment Stewardship
-
May 2019 - Present
Responsible for leading the stewardship team and all its activities as it engages with companies to promote effective governance and create long-term value for clients.
-
-
Investment Analyst
-
Oct 2015 - May 2019
The process I use for uncovering your True Wealth is thorough, precise, and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Education is the key to transparency and I want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations… Show more The process I use for uncovering your True Wealth is thorough, precise, and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Education is the key to transparency and I want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
-
-
-
Old Mutual Limited
-
South Africa
-
Financial Services
-
700 & Above Employee
-
Investment Manager
-
Jun 2009 - May 2015
Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals while investing their funds in ways that will create a positive future for them, their families, their communities, and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
-
-
-
Legg Mason (Acquired by Franklin Templeton)
-
United States
-
Financial Services
-
700 & Above Employee
-
Investment Representative
-
Jun 2002 - Aug 2008
Whether you’re a financial advisor addressing client needs; or you're running an endowment; or an individual investor planning your financial future, we’re at your side with Global diversity of perspectives and solutions through our independent affiliates Ability to create strategies to meet more client challenges Dedication to finding opportunities through all market conditions Attentive client-first service
-
-
Education
-
RMIT University
Bachelor's degree, Finance and Financial Management Services