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Kathleen Horigan O'Malley

Loomis, Sayles & Company, LP

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About Kathleen Horigan O'Malley

Kathleen Horigan O'Malley is an investment advisor representative with Loomis, Sayles & Company, LP. Kathleen has been in the industry since March 2014 and is registered to provide investment advice in Massachusetts. Before joining Loomis, Sayles & Company, LP, Kathleen worked at Newbury Street Capital Limited Partnership. Kathleen has passed the Series 63, Series 65, Series 7 and SIE exams.

Firm Information

Kathleen O'Malley is currently registered with Loomis, Sayles & Company, LP. Loomis, Sayles & Company, LP is an investment advisor registered with the SEC and based in Boston, MA. They provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $301 billion in assets for a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. They also offer non-discretionary investment advice.
Loomis, Sayles & Company, LP

ONE FINANCIAL CENTER

BOSTON, MA 02111-2621

$301.38B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Minimum annual fee and/or minimum account size

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Kathleen O'Malley’s Registration & Firm History

MA

09/09/2021 - Present

Loomis, Sayles & Company, LP (BOSTON MA)

MA

06/23/2014 - 12/27/2016

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 09/28/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Horigan O'Malley.
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