Prime Advisors, Inc
Prime Advisors, Inc. is a fixed income asset manager focused primarily on providing tax-efficient, customized investment solutions for insurance companies and other institutional clients. The firm combines tax and cash flow modeling tools with investment and trading expertise to deliver on each client’s specific needs. In 2015, Prime Advisors, Inc. was acquired by Sun Life Financial.
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Verified contacts
28
available on Kipplo
LinkedIn employees
34
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- DC
Doug Clark
Sr VP & Chief Portfolio Strategist · Other
EmailPhone - TA
Tamzin Anderson
Vice President · General Business & Management
EmailPhone - TK
Tom Klem
Senior Investment Strategist & Portfolio Manager · Finance & Accounting
EmailPhone - SS
Steve Sims
Senior Portfolio Strategist · Finance & Accounting
EmailPhone - VH
Victor Harned
Senior Portfolio Strategist · Finance & Accounting
EmailPhone - MT
Marc Tollefson
SVP CIO · Information Technology
EmailPhone - LM
Lori Marks
Investment Accounting Manager · Finance & Accounting
EmailPhone - BL
Bonnie Lynch
Investment Accountant · Finance & Accounting
EmailPhone - CK
Chris Klein
System Developer · Information Technology
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Prime Advisors, Inc
25 distinct titles indexed · top 10 shown.
- 2chief investment strategist
- 2investment accountant
- 2senior portfolio strategist
- 1bond portfolio strategist
- 1business development
- 1ceo
- 1chief financial officer
- 1chief investment manager, insurance asset managment
- 1compliance officer
- 1director
- +15more titles
Sign up to unlock all 28 contacts at Prime Advisors, Inc
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