Kit Case Email & Phone Number
Partner
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Kit Case Location
- Dallas, TX, US
Kit Case Work
- 2016 -now Partner @ Case & Bogart LLC
- 2011 -2017 Family Office Executive @ Best Merchant Partners
- 2007 -2011 Managing Partner @ First Avenue Capital Advisors
- 2006 -2011 Managing Member @ Christopher Strategic Advisors
- 2006 -2010 CFO and CAO; Capital Raising @ BankCap Partners
- 1996 -2005 SVP and Associate Director of Research @
- 1995 -1996 VP, Senior Analyst @ Hoak Securities Corp.
- 1991 -1995 Senior Analyst @ First Dallas Securities
Kit Case Education
- Texas McCombs School of Business
MBA
1989-1991 - Southern Methodist University
BBA
1981-1985
Kit Case Skills
- Leadership
- Team Building
- Executive Management
- Portfolio Management
- Investments
- Competitive Analysis
- Higher Education
- Investor Relations
- Asset Allocation
- Strategic Planning
- Strategy
- Equities
- Family Office
- Business Planning
- Entrepreneurship
- Nonprofits
- Family Office Services
- Non Profits
- Private Equity
- Management
- Generational Mentoring
- Investment Banking
Kit Case Summary
- Kit Case, based in Dallas, TX, US, is currently a Partner at Case & Bogart LLC. Kit Case brings experience from previous roles at Best Merchant Partners, First Avenue Capital Advisors, Christopher Strategic Advisors and BankCap Partners. Kit Case holds a 1989 - 1991 MBA @ Texas McCombs School of Business. With a robust skill set that includes Leadership, Team Building, Executive Management, Portfolio Management, Investments and more. Kit Case has 1 mobile phone numbers on RocketReach.
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