Cortney Ann Cost
Responsabile della Conformità presso Kraft Asset Management LLC
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
Società | Posizione | Inizio |
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Kraft Asset Management LLC
Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Responsabile della Conformità | 01/11/2017 |
Formazione di Cortney Ann Cost
University of Kentucky | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Kraft Asset Management LLC
Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Finance |
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