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Katie Kalvoda

Katie Kalvoda
Newport Wealth Management

Though only 36, Katie Kalvoda has already lived many professional lives. After graduating from the University of California, Berkeley, in 1995 with a degree in economics, she started out as an accountant at PricewaterhouseCoopers before moving into middle-market investment banking, advising on real estate for Citigroup in Orange County.

In 1999 she went to work for long-time investment consultant Budge Collins, first helping to wind down his advisory business and then setting up a broker-­dealer, of which she was president. Kalvoda was inking a deal to buy the broker-dealer from Collins in 2005 when a family emergency brought her home to take over management of the family estate.

She launched an investment office, Newport Wealth Management, that is independent from the family itself and began investing in hedge funds as a way to diversify. Newport Wealth does not manage portfolios for other families, but it does invite them to invest alongside it in deals.

Click on the names below to read the profiles of the 30
talented investment professionals featured in our list of the
2011 Hedge Fund Rising Stars.
Name Firm
Eric Alt Hall Capital Partners
Jennifer Croswell SAC Capital Advisors
Clayton DeGiacinto Axonic Capital
Benjamin Durrant ICG Advisors
Jennifer Fan Arrowhawk Capital Partners
Joshua Fink Enso Capital Management
Pierre-Henri Flamand Edoma Capital Partners
Gareth Henry Fortress Investment Group
Erez Kalir Sabretooth Capital Management
Katie Kalvoda Newport Wealth Management
Edward Keller Morgan Stanley
Andrew Laurino Credit Suisse
Svetlana Lee Varna Capital
Gary Lehrman Lombard Odier Investment Managers
Greth Lester Perella Weinberg Partners
Greg Lippmann LibreMax Capital
J. Jason Mitchell GLG Partners
Gaurav Patankar Lockheed Martin Investment
Management Co.
Craig Perry Sabretooth Capital Management
Scott Pittman Mount Sinai Medical Center
Gregory Racz Hutchin Hill Capital
Angela Samfilippo Pine River Capital Management
Jill Schurtz Robeco-Sage Capital Management
Jonathan Shafter Boston Provident
Steven Simmons Maxim Group
Scott Sinclair Cascabel Management
Faisal Syed Pamli Capital Management
Morgan Sze Azentus Capital Management
Oliver Wiener BTIG
Patrick Wolff Grandmaster Capital Management