Cortney Ann Cost

Cortney Ann Cost

Responsabile della Conformità presso Kraft Asset Management LLC

Finance
Consumer Services

Profilo

Ms. Cortney A.
Cost is a Wealth Advisor & Chief Compliance Officer at Kraft Asset Management LLC.
In this role, she helps clients set and reach their financial goals.
She provides advanced financial planning to address retirement, estate, and tax considerations and then uses that information for investment plan development, portfolio design and the implementation and management of client portfolios.
As chief compliance officer, she is responsible for overseeing and managing company policies, procedures, products, services, and marketing materials to ensure compliance with regulatory requirements.
She has more than 15 years of experience in financial services.
Before joining the firm, she served for three years as an associate client consultant at an investment management firm in Columbus, Ohio, where she supported three client consultants with $3 billion in assets under management.
She received her B.S., Business & Economics, Magna Cum Laude from the University of Kentucky.

Posizioni attive di Cortney Ann Cost

SocietàPosizioneInizio
Responsabile della Conformità 01/11/2017
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Formazione di Cortney Ann Cost

University of Kentucky Undergraduate Degree

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