Hi I'm Kathryn Cicoletti the Founder of Ms. Cheat Sheet. Here's my background:
I started my investment fund research career in New York.
I have over 10 years of experience in the hedge fund industry.
I was a Senior Hedge Fund Research Analyst at Julius Baer where I was responsible for research, due diligence, and portfolio construction for long/short equity and relative value arbitrage hedge fund investments.
I have researched, interviewed, and conducted due diligence on over 3,000 investment funds and built investment portfolios for both institutional and retail investors.
After that I switched sides of the table and was Director of Institutional Sales at GAM in Los Angeles.
During my 7+ years at GAM I was responsible for growing the firm's U.S. investor base from retail to institutional investors and was one of the top revenue generators on the team.
I am currently SVP Head of Marketing and Business Development at a quantitative equity asset manager in Los Angeles.
Too many investment professionals overcomplicate investment topics when speaking with clients.
I left the industry to break out on my own and create a platform for entertaining and educational financial content.
The OG Ms. Cheat Sheet offered easy-to-digest 401k investment fund education to employees at large corporations through on-site training and video. I also created entertaining video content for anyone who would watch.
Ms. Cheat Sheet has morphed into a podcast called Ms. Cheat Sheet with Kathryn Cicoletti. It's available in iTunes and elsewhere below.
I have partnered with or been featured in Mashable, Huffington Post, Forbes, Entrepreneur, and Yahoo Finance.
Fast Company named me an Innovative Agent and Built in LA named me one of the 50 LA Women Founders You Should Know!
My book, Little Red Ms. Cheat Sheet on Investing is now available on Amazon. The book is for "mom and pop" investors; individual investors who have little investment fund selection experience or knowledge. This is not for institutional investors nor high net worth investors with investing experience or experience with selecting investment funds.
I have studied improv and sketch comedy classes at Upright Citizens Brigade and try to use what I learned to write and produce entertaining financial content for external brands and partners through Cicoletti Media.
I have a BS from UC Berkeley, Haas School of Business and live in Los Angeles.
Thanks for reading my background.
Get the book and Download the podcast.
The Little Red Ms. Cheat Sheet on Investing.
Podcast on iTunes.
Podcast for non-iPhone users.