Kathleen Dumes, CFA in

Kathleen Dumes, CFA

Critic · DISC type C
Senior Investment Strategist at Bernstein Private Wealth Management
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
14 Years
Current Role
Senior Investment Strategist
Job Level
Junior
Location
New York, New York, United States
Personality Overview

How Kathleen shows up

Negotiator
Objective Thinker
Critic

It is very likely that they will negotiate pricing or other important terms. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Priorities

Topics Kathleen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

1-2025
Senior Investment Strategist
Bernstein Private Wealth Management
9-2022 - 1-2025
Fixed Income Responsible Investing Research Analyst & Portfolio Manager
AllianceBernstein
8-2019 - 9-2022
Portfolio Manager - Global Multi-Sector Fixed Income
AllianceBernstein
4-2017 - 8-2019
Associate Portfolio Manager - Investment Grade Credit
AllianceBernstein
3-2015 - 3-2017
Fixed Income & Alternative Investments Product Manager
AllianceBernstein
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Master of Business Administration - MBA
The University of Chicago Booth School of Business
Banking
Oxford University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Bernstein Private Wealth Management Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Kathleen. Free, 10 seconds.