General Investing >> Money Manager Interviews >> January 3, 2005


KRISTIN YATES, a Senior Portfolio Manager at Holt-Smith & Yates Advisors, is the firm's Chief Equity Officer and she is the chair of the Equity Investment Committee. Ms. yates has a BBA and MBA in Finance, Investments and Banking from the University of Wisconsin-Madison. She is a graduate of the selective Applied Securities Analysis Program that gives students the opportunity to invest real money. Before starting Holt-Smith & Yates Advisors in 1987, Ms. yates was Vice President and Portfolio Manager for Firstar Asset Management from 1982 to 1987 as well as Portfolio Manager for M&I Investment Management from 1980 to 1982. She received her CFA Charter in 1984 and is a member of the Association of Investment Management and Research and the Madison Investment Management Society. Her community involvement includes being a Board member of the University of Wisconsin-Madison Alumni Association, a Board member for the Mental Health Center of Dane County, and Treasurer of the First Unitarian Foundation. She was a Chair of A Fund for Women, Dane County's women's foundation, and a Director and Program Chair for The Business Forum, a professional business and service group. In 1993, Ms. yates received the Dane County Small Business Award for distinguished service to the small business community. She was presented with the UW Alumni Club of Madison's Badger Scholarship Achievement Award in 1996. In 1999, Ms. yates was honored for being a 'bright new star' and business leader of the next generation in an article called 'Women on Top' in Madison magazine. Profile
TWST: Would you begin by telling our readers about Holt-Smith & Yates

Advisors and its investment philosophy?

Ms. Yates: The firm was founded over 17 years ago by Marilyn Holt-Smith

and I,