Kathy Jassem
Cherry,NJ
Summary
Accomplished Senior Portfolio Manager with over 15 years of experience at New Jersey Division of Investment and Sturidivant & CO, managing portfolios up to $1 billion. Demonstrated expertise in investment strategy and portfolio management, consistently outperforming benchmarks. Skilled in fostering valuable industry relationships and tailoring investment solutions to meet client needs.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
New Jersey Division of Investment
08.2007 - 01.2022
- Manage a $1 billion Global Real Estate Portfolio
- Stayed current with industry developments through regular attendance at conferences, seminars, webinars, and other educational events.
- Conducted comprehensive due diligence on potential investments, including assessing company fundamentals, competitive landscape, and market trends.
- Outperformed benchmarks consistently over entire 15 yrs.
- Established valuable relationships within financial community through networking efforts at industry events.
- Communicated market developments, portfolio changes and annual performance information to Director.
Sr Portfolio Manager/ Securities Principal
Sturidivant & CO
01.1999 - 07.2007
- Managed $400 M portfolio including real estate and consumer cyclical stocks - enhanced knowledge with regular attendance at conferences and property tours.
- Collaborated with team members to develop customized investment solutions tailored to individual client needs and objectives.
- Supervised other analysts.
- Established valuable relationships within the financial community through networking efforts at industry events.
- Provided sell side research in addition to managing buy side portfolio
Education
Bachelor of Science - Collective Bargaining
Cornell University
Ithaca, NYMBA - Finance
Wharton School
Philadelphia, PASkills
- Investment strategy
- Portfolio Management
- Trading strategies
- Asset Allocation
Certification
Held series: 7, 63, 24, , 86, 87, life, health, real estate lisenses
Affiliations
- Pillarstone Capital Reit
NARIET REOC member
On advisory council for 7 years
Pillarstone Capital REIT, Trustee
Chairman of Compensation and Chairman of Shareholder Rights Program Committies, Member of Audit, Ethics and Separation Committees. Participate with lawyers and consultants, C suite and other trustees to help steer Company
Timeline
Senior Portfolio Manager
New Jersey Division of Investment
08.2007 - 01.2022
Sr Portfolio Manager/ Securities Principal
Sturidivant & CO
01.1999 - 07.2007
Bachelor of Science - Collective Bargaining
Cornell University
MBA - Finance
Wharton School
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