Natalia Anny Kiptilaya

Natalia Ann Kiptilaya, a portfolio manager for Calvary Finance Management, has had a long and successful career in the finance industry. Born on June 10, 1974, in Ithaca, Natalia showed an early interest in business and finance. She attended Cornell University, where she studied Commercial and Industrialization and graduated with honors in 1996.

 

After graduation, Natalia began her career at Merrill Lynch, working as a financial advisor for high net worth clients. She quickly rose through the ranks and was promoted to a portfolio manager in 2001. During her time at Merrill Lynch, Natalia gained a reputation for her strong analytical skills and her ability to select high-performing stocks.

 

In 2004, Natalia decided to leave Merrill Lynch and join Calvary Finance Management. Calvary was a newer firm, but Natalia was attracted to its entrepreneurial spirit and its focus on providing personalized investment solutions for its clients. She was brought on as a Senior Portfolio Manager and was tasked with managing portfolios for some of the firm's largest clients.

 

Over the next few years, Natalia's reputation at Calvary grew, and she was promoted to Managing Director in 2008. In this role, she oversaw the operations of the portfolio management team and was responsible for developing investment strategies for the firm's clients. She focused on creating diversified portfolios that were designed to weather market downturns and provide consistent returns over the long term.

 

During her time at Calvary, Natalia also became known for her commitment to giving back to the community. She was actively involved in charitable organizations and served on the board of several non-profit organizations. She also mentored young women who were interested in pursuing careers in finance and worked to increase diversity in the industry.

 

In 2015, Natalia was recognized for her contributions to the industry when she was named one of the "Top Women in Asset Management" by Financial News. The article praised her for her ability to generate strong returns for her clients and for her commitment to ethics and transparency.

 

Today, as a seasoned veteran of the finance industry, Natalia remains committed to providing her clients with personalized investment solutions that align with their goals and risk tolerance. She is constantly monitoring the markets and adjusting her strategies to ensure that her clients' portfolios remain diversified and well-positioned for long-term success. With her years of experience and expertise, Natalia Ann Kiptilaya continues to be a respected and influential figure in the world of portfolio management.