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Kathleen Knudson

Senior Investment Officer at Provident Investment Management, Inc.

Chattanooga, TN , United States

About

Kathleen Knudson is currently Senior Investment Officer at Unum I Provident Investment Management, based in Chattanooga, TN, where she leads investment strategy and portfolio management for the firm. Her responsibilities include oversight of asset allocation, risk management, and the evaluation and management of institutional investment portfolios.

Knudson has deep expertise in commercial mortgage investments and insurance-related asset classes, having previously served as Vice President - Commercial Mortgage at American Equity Investment Life Insurance Company and as a Senior Investment Professional at Nationwide Life Insurance Company. Throughout her career, she has specialized in commercial real estate lending, structured finance, and fixed-income securities, with a particular focus on the insurance sector and institutional investors.

She holds a Masters in Finance from Loyola University of Chicago – Graduate School of Business and a BS/BA in Business from Elmhurst College. Widely recognized for her strategic investment acumen, Knudson has contributed significantly to the development of risk-adjusted investment frameworks and demonstrated a commitment to advancing best practices in institutional investment management.

Career History

OrganizationRoleDate RangeDetails
Unum I Provident Investment ManagementSenior Investment OfficerAug 2015 to Present
American Equity Investment Life Insurance CompanyVice President - Commercial MortgageJun 2011 to Nov 2014
Head of commercial mortgage department
Nationwide Life insurance Co.Sr Investment ProfessionalMar 2000 to Jun 2011
My responsibilities included promoting Allstate's CML platform, including originating/analyzing/underwriting commercial mortgage loans, building, fostering and maintaining industry relationships, keep...
Allstate Life Insurance CompanySenior Investment AnalystJan 1999 to Mar 2000
Originate commercial real estate loans, and managed territory and corresponding relationships with mortgage bankers.
AMRESCOSr. Investment AnalystMar 1998 to Dec 1998
Sourced and originated commercial real estate loans for securitization.
Equitable Life Insurance Company of IowaDirectorJun 1990 to Dec 1997
Originate commercial real estate loans.

Education

Loyola University of Chicago - Graduate School of Business

Masters, Finance

1988 1990

Elmhurst College

BS/BA, Business

1984 1987

Skills & Expertise

Location Intelligence
Project Management
Real Estate Financing
Real Estate Economics
Securitization
Financial Analysis
Investment Properties
Customer Service
Real Estate Development
Loan Origination
Structured Finance
Investments
CMBS
Management
Leases
Life Insurance
Asset Management
Negotiation
Credit Analysis
Loans
Public Speaking
Financial Structuring
Real Estate Transactions
Property Management
Mortgage Lending
Acquisitions
Brokerage
Commercial Mortgages
Credit
Real Estate Investment
Appraisals
Finance
Financial Modeling
Dispositions
Corporate Real Estate
Real Estate Finance
Capital Markets
Real Estate
Underwriting
Commercial Real Estate
Valuation
Disposition
Portfolio Management
Due Diligence
Commercial Lending
Leadership

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