Janet Newcomb
Director Of Client Service at Kennedy Capital Management, Inc. | St Louis, Missouri, United States
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Janet Newcomb serves as the Director of Client Service at Kennedy Capital Management, Inc. (KCM), where she leverages her extensive experience in asset management and investment advisory to enhance client relationships and drive exceptional service delivery. With a strong background in retirement planning and a deep understanding of the intricacies of small and mid-cap domestic equity markets, Janet plays a pivotal role in ensuring that KCM’s clients receive tailored investment solutions that align with their financial goals.
Under her leadership, the client service team has implemented innovative strategies to improve client engagement and satisfaction, fostering a collaborative environment that emphasizes results-driven outcomes. Janet’s expertise in relationship management is complemented by her proficiency in managing separately managed accounts and 401(k) plans, enabling her to address the diverse needs of KCM’s clientele effectively.
Currently, Janet is spearheading several key projects aimed at enhancing the firm’s service offerings, including the integration of advanced technology platforms to streamline communication and reporting processes. Her commitment to client success is evident in her proactive approach to identifying opportunities for growth and optimization within client portfolios, particularly in the realms of ETFs and hedge funds. Janet’s ability to navigate complex financial landscapes, combined with her solid foundation in credit analysis and treasury management, positions her as a trusted advisor to clients seeking to maximize their investment potential. As KCM continues to build on its 40-year legacy of delivering superior returns, Janet remains dedicated to fostering long-lasting partnerships that drive mutual success.
Director Of Client Service at Kennedy Capital Management, Inc. in June 2019 to Present
Senior VP & Market Director; Managing Director, PNC Capital Advisors, LLC at PNC Institutional Investments in December 2000 to December 2018
VP, Instiutional Sales at US Bank in July 1997 to December 2000
VP, Regional Sales Director at Boatmen's Trust Company in May 1991 to March 1997
AVP at Continental Bank in January 1988 to January 1991
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Asset Allocation
Asset Managment
Sales
Series 7
Investment Advisory
Relationship Management
Wealth Management Services
401k
Asset Management
Investments
Retirement
Institutional Investments
Wealth Management
Financial Analysis
Investment Management
Banking
Financial Services
Portfolio Management
Equities
Investment Strategies
Fixed Income
Series 63
Separately Managed Accounts
Private Banking
Alternative Investments
Bonds
Pensions
Securities
Retirement Planning
Uniform Combined State Law
Mutual Funds
Strategic Financial Planning
High Net Worth Individuals
Credit
ETFs
Treasury Management
Loans
Capital Markets
Hedge Funds
Commercial Banking
Commercial Lending
Cross Selling
Credit Analysis
Cash Management
Financial Structuring
Finance
Financial Planning
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Discover more about Kennedy Capital Management, Inc.What is Janet Newcomb email address?
Email Janet Newcomb at [email protected]. This email is the most updated Janet Newcomb email found in 2026.
What is Janet Newcomb phone number?
Janet Newcomb phone number is +13147801631 and +13148027473.
How to contact Janet Newcomb?
To contact Janet Newcomb send an email to [email protected]. If you want to call Janet Newcomb try calling on +13147801631 and +13148027473. (updated on November 04, 2024)
What company does Janet Newcomb work for?
Janet Newcomb works for Kennedy Capital Management, Inc.
What is Janet Newcomb's role at Kennedy Capital Management, Inc.?
Janet Newcomb is Director Of Client Service
What industry does Janet Newcomb work in?
Janet Newcomb works in the Financial Services industry.
Janet Newcomb Email Addresses
Janet Newcomb Phone Numbers
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