KV

Kenneth Vallace

Analyst - Convertible Bonds And Income Equities at Loomis Sayles

Kenneth Vallace has a diverse work experience in the finance industry. Kenneth is currently working as an Analyst in Convertible Bonds and Income Equities at Loomis, Sayles & Company since 2021. Prior to that, they served as a Senior Research Associate at the same company from March 2021 to August 2023.

Before joining Loomis, Sayles & Company, Kenneth worked as an Equity Research Associate at Berenberg Capital Markets from June 2019 to March 2021. Kenneth also gained experience as an Equity Research Associate Intern at Fidelity Investments in June 2018 and as an Equity Research Associate Intern at The Boston Company Asset Management from May 2017 to August 2017.

In addition to their finance roles, Kenneth has also worked as a Real Estate Owned Intern at Capital Crossing Servicing Company LLC from May 2016 to August 2016. Kenneth was responsible for compiling and creating a database of over two thousand properties in Puerto Rico using Microsoft Access. Kenneth also conducted research on various real estate properties and the macro-economic conditions of the surrounding area to assess investment decisions made by the company.

Kenneth's work experience also includes a study abroad program at Boston College from January 2018 to May 2018 and a role as a Caddy at Weston Golf Club from June 2011 to June 2017.

Kenneth Vallace attended St. Sebastian's School from 2009 to 2015. During this time, they did not obtain a degree nor did they have a specified field of study. However, they went on to pursue higher education at Boston College from 2015 to 2019. At Boston College, they earned a Bachelor of Science (B.S.) degree with a major in Finance and a minor in International Studies, concentrating on World Markets.

In terms of additional certifications, Kenneth Vallace obtained the Series 7 certification from FINRA in August 2019. Kenneth also acquired the Series 63 certification from NASAA in September 2019. Subsequently, they obtained the Series 86 certification from FINRA in June 2020 and the Series 87 certification from FINRA in September 2020.

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Timeline

  • Analyst - Convertible Bonds And Income Equities

    August, 2023 - present

  • Senior Research Associate

    March, 2021

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