Jenny McBee

Jenny McBee

Gestore di Portafoglio-Azioni presso Nuance Investments LLC

Finance
Consumer Services

Profilo

Ms. Jennifer L.
McBee, CFA, is a Vice President & Senior Client Portfolio Manager at Nuance Investments LLC.
Her responsibilities include business development and client services.
She has over 19 years of investment industry experience.
Prior to joining Nuance in 2015, she was a Senior Investment Analyst and Relationship Manager at Security Benefit.
She oversaw more than 50 asset manager relationships and provided investment recommendations for annuity and retirement plan products.
She held the Series 7 and 63 while at Security Benefit.
Prior to working at Security Benefit, she served as Client Service Manager and an Investment Advisor Representative at Larmer & Elstun, LLC.
She holds a Bachelor of Science (BS) in Business Administration with an emphasis in Finance from the University of Kansas.
She is a CFA charterholder and a member of the CFA Institute.

Posizioni attive di Jenny McBee

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/2015
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Formazione di Jenny McBee

University of Kansas Undergraduate Degree

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