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Hi, I’m Kathryn Cicoletti, the founder here at MakinSense Babe LLC. I graduated from UC Berkeley with a BS from Haas School of Business. I have over 10 years of experience working in finance and spent the last seven years as a Director at GAM, a $40 billion asset management firm in Los Angeles blah blah blah. I used my research background to parlay my knowledge into a successful sales career becoming one of the firm’s top revenue generators in the United States.
The short story on why I left my asset management career is because finance is boring and way too complicated. Money topics should be communicated in a way that
helps you grow a pair empowers you instead of making your head spin. Here’s an article on Forbes about me that explains why I left my $500k+ job (and one in Fast Company and Huffington Post).
I started my asset management career at Julius Baer as a research analyst in New York where over a five-year period I became the youngest Senior Research Analyst on the team. During my time as a Senior Research analyst I interviewed and conducted due diligence on over 5,000 long/short equity and relative value arbitrage hedge fund managers in the United States and Europe for potential investments. Some are in jail now, it’s cool.
I spent half my career researching investments funds and the other half creating customized portfolios for investors. I began my financial career at Meritus Research, a San Francisco-based hedge fund research company. I’m an introvert but often mis-categorized as an extrovert. I love to run, explore new places, and a beer in the Santa Monica sun is always nice when I’m not busy running daily Adobe software updates on my computer.