![Kathleen Marie Longo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Kathleen M.
Longo is Senior Principal at Accredited Investors, Inc.
Prior to joining the firm in 2001, Ms. Longo was employed as an Advisor by Purdue University, Formerly served on the Board of the National Financial Planning Association, Formerly served as President of the Minnesota Financial Planning Association.
In addition to that, she serves on the Executive Board of Directors for Common Hope, serves on the Development and Capital Campaign Committees for the YWCA of Minneapolis.
Ms. Longo received her undergraduate degree from Purdue University.
Precedenti posizioni note di Kathleen Marie Longo
| Società | Posizione | Fine |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Gestore di Portafoglio-Azioni | 01/04/2014 |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formazione di Kathleen Marie Longo
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
24
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Purdue University
Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Finance |
