Kristine Stromeyer

Chief Financial Officer, Chief Operating Officer at Sierra Investment Management, Inc.

Kristine Stromeyer

Kristine Stromeyer

Chief Financial Officer, Chief Operating Officer at Sierra Investment Management, Inc.

Overview
Career Highlights

Sierra Investment Management, Inc.

RelSci Relationships

1099

Number of Boards

3

Number of Awards

1

Relationships
RelSci Relationships are individuals Kristine Stromeyer likely has professional access to. A relationship does not necessarily indicate a personal connection.

Vice President, Finance at The Maple Counseling Center

Relationship likelihood: Strong

Co-Founder, Managing Director & Portfolio Manager at Sierra Investment Management, Inc.

Relationship likelihood: Strong

Vice President of Government & Industry Relations at Cedars-Sinai Medical Center

Relationship likelihood: Strong

Member-at-Large, Executive Committee at The Maple Counseling Center

Relationship likelihood: Strong

Director at The Maple Counseling Center

Relationship likelihood: Strong

Director at The Maple Counseling Center

Relationship likelihood: Strong

Director at The Maple Counseling Center

Relationship likelihood: Strong

Director at The Maple Counseling Center

Relationship likelihood: Strong

Director at The Maple Counseling Center

Relationship likelihood: Strong

Co-Founder, Managing Director & Portfolio Manager at Sierra Investment Management, Inc.

Relationship likelihood: Strong

Paths to Kristine Stromeyer
Potential Connections via
Relationship Science
You
Kristine Stromeyer
Chief Financial Officer, Chief Operating Officer at Sierra Investment Management, Inc.
Education
Bachelor of Science in Economics with an Emphasis in Accounting

The University of California, Santa Barbara (commonly referred to as UC Santa Barbara or UCSB) is a public research university and one of the 10 general campuses of the University of California system. The main campus is located on a 1,022-acre (414 ha) site near Goleta, California, United States, 8 miles (13 km) from Santa Barbara and 100 miles (160 km) northwest of Los Angeles. Tracing its roots back to 1891 as an independent teachers' college, UCSB joined the University of California system in 1944 and is the third-oldest general-education campus in the system. UCSB traces its origins back to the Anna Blake School which was founded in 1891 and offered training in home economics and industrial arts. The Anna Blake School was taken over by the state in 1909 and became the Santa Barbara State Normal School. Intense lobbying by an interest group in the City of Santa Barbara, led by Thomas Storke and Pearl Chase, persuaded the State Legislature, Governor Earl Warren, and the Regents of the University of California to move the State College over to the more research-oriented University of California system in 1944. The State College system sued to stop the takeover, but the Governor did not support the suit. A state initiative was passed, however, to stop subsequent conversions of State Colleges to University of California campuses. From 1944 to 1958 the school was known as Santa Barbara College of the University of California, before taking on its current name. When the vacated Marine Corps training station in Goleta was purchased for the rapidly-growing college, Santa Barbara City College moved into the vacated State College buildings.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

California Society of Certified Public Accountants (CalCPA) efforts cause CalCPA members to be viewed as leaders in professional competency and integrity by clients, employers, the public and government officials.

Career History
Chief Financial Officer, Chief Operating Officer
2016 - Current

Sierra Investment Management's investment approach uses no-load mutual funds and risk-limiting techniques that seek to reduce losses from steep downtrends. The firm targets long-term, double-digit annualized returns. They offer customized accounts for managed accounts over $1 million. Sierra also offers the following investment programs: balanced, high yield corporate bonds, conservative and tax-deferred.Sierra's balanced accounts use a globally diversified portfolio of no-load mutual funds which are typically allocated among high yield corporate bond funds, US and foreign equity funds, natural resources funds, low volatility funds and other bond funds.Sierra's high yield corporate bond portfolio are diversified among at least four of the following funds: the Evergreen High Income (EKHYX), the Fidelity Advisor High Income Advantage Institutional Fund (FAHCX), the Northeast Investors Trust (NTHEX), the Pax World High Yield Institutional Fund (PXHIX), the Principal High Yield Institutional Fund (PHTYX) and the RidgeWorth Seix High Yield Fund (SAMHX).Sierra's Conservative Program focuses on low risk relative to market volatility or global events. The program invests in bond funds and other income funds and has considerable overlap with the same bond funds the firm uses in their Balanced Program. On occasion, the firm may make changes, upgrading to a new designated fund in the same asset class or revising the asset allocation mix among asset classes.Sierra's Tax-Deferred Investment program provides long-term investors with tax-deferral on all profits until withdrawal and has no limit on contributions. The firm seeks to replicate the risk and return characteristics of their Balanced Program within the American Skandia No-Load Variable Annuity.Sierra's risk management process monitors portfolios on a daily basis. They do not try to predict market tops or bottoms, but rather to react to significant, actual trend reversals. When a designated fund turns down by an amount which is more than normal fluctuation, Sierra moves the relevant assets temporarily out of the fund and into the money market or other short-term investment. When designated fund turns back up by a significant amount, the assets are moved back into that fund or into a more attractive fund. Sierra does not attempt to beat buy-and-hold or to beat the market. Their Defensive Timing strategy seeks to protect accounts from any continuation of the downtrend in that designated fund. Sierra's Defensive Timing strategy is not based on their prediction of the future. The firm seeks to react to actual and significant reversals in the total return trend (price changes plus accrual of yield, if applicable) of each fund.

Principal
1996 - Prior

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

Professional
Prior
Boards & Committees
Member, Los Angeles Committee
Current

HFC IS A CHARITY WHOSE PRINCIPAL MISSION IS TO SUPPORT EFFORTS TO PREVENT AND TREAT CHILD ABUSE.

Board Member
Current

OPERATE COMMUNITY COUNSELING CENTER.

Member, South California Committee
Current

The 100 Women in Hedge Funds Foundation was incorporated in the State of New York in July 2003 as a not-for-profit organization for 100 Women in Hedge Funds' educational and philanthropic activities and was approved by the IRS as a 501(c)3 organization in January 2004.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$100 - $499
2009

The ALS Association Golden West Chapter is dedicated to leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with ALS and their families to live fuller lives by providing them with compassionate care and support. The Golden West Chapter supports people living with ALS and their loved ones in 31 counties throughout California and the entire state of Hawaii.

Awards & Honors
CPA (Certified Public Accountant)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kristine Stromeyer. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kristine Stromeyer's profile does not indicate a business or promotional relationship of any kind between RelSci and Kristine Stromeyer.