Omega Investment Management Advertising Profile
Omega Investment Management Company Overview:
Kathy brings twenty-eight years of investment experience with her to help organizations manage their corporate retirement plans and individuals reach their retirement goals. Her career began on Wall Street at the Investment Banking firm of Montgomery Securities as a research analyst. Kathy worked at several Investment Banking firms including Montgomery Securities, Piper Jaffray and Wedbush Securities. To broaden her experience Kathy moved to the asset management area of financial services and worked as both a Senior Research Analyst and Portfolio Manager for over nine years at RCM Capital Management. Drawn by her desire to work more closely with management teams of organizations and individuals she became an employer/government sponsored retirement plan consultant and Wealth Manager at Morgan Stanley followed by LPL Financial. Kathy has worked at Omega Investment Management as a retirement consultant and Wealth Management advisor since 2014. Kathy values building long-term relationships with clients. Her goal is to partner with organizations and individuals to ensure their goals are met whether a private company, non-profit, government entity or induvial each has a unique needs and goals. She is driven to ensure they are successful in achieving their desired outcomes. Kathy earned her undergraduate degree in Business Administration at the Walter Haas business school at Berkeley, California with Honors. She received her Chartered Financial Analyst designation, CFA® in 2001. The CFA® Program is a self-study curriculum and examination program for investment specialists - especially securities analysts, money managers, and investment advisors. Established in 1962, the CFA® Program sets the global standard for investment knowledge, standards, and ethics. Kathy lives in Lafayette, CA with her husband and two daughters. Kathy enjoys working, gardening, hiking and spending time with her family and friends. California Insurance License #0G03380
Primary Address
1255 Treat Boulevard
Walnut Creek, CA 94597
Omega Investment Management Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Omega Investment Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Omega Investment Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Omega Investment Management have?
Omega Investment Management has 1 unique brands.
How much does Omega Investment Management spend on media?
It is unknown how much Omega Investment Management spends on media.
Omega Investment Management Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Omega Investment Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Omega Investment Management?
The chief marketing officer at Omega Investment Management is N/A.
How big is the Omega Investment Management Marketing Team?
There are 1 staff members currently involved in marketing for Omega Investment Management.
Omega Investment Management Ad Spend 2025
This section digs into the specifics of the advertising spend at Omega Investment Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Omega Investment Management Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Omega Investment Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Omega Investment Management Media Mix
Explore a detailed breakdown of the last 12 months media spending for Omega Investment Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Omega Investment Management Social Media Marketing Ad Spend
See whether Omega Investment Management is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.