![Kelli Burger](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>)
Kelli Burger
Membro del Comitato di Investimento presso
Weatherly Asset Management LP
Profilo
Ms. Kelli M.
Burger is a Wealth Management Advisor & Partner at Weatherly Asset Management LP.
She joined the Weatherly Team in 2011 and became a partner of the firm in 2018.
Her role includes building and maintaining relationships with new clients through strategic referral channels, specifically during the client onboarding process, as well as continuing to deliver comprehensive services to existing clients.
She works with clients on retirement planning and develops financial plans and recommendations based on ongoing, in-depth discussions.
She is also a member of the Firm’s investment committee and provides investment recommendations to build tax and fee efficient portfolios along with monitoring cashiering activities for WAM clients.
She holds a B.S.
in International Business from Xavier University in Cincinnati, Ohio.
Posizioni attive di Kelli Burger
| Società | Posizione | Inizio |
|---|---|---|
Weatherly Asset Management LP
 Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment. | Membro del Comitato di Investimento | 01/05/2011 |
Formazione di Kelli Burger
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Weatherly Asset Management LP
Weatherly Asset Management LP Investment ManagersFinance WAM looks for stocks selling at prices at which intelligent business persons with long-term horizons would be interested in buying the entire business. They also look for stocks with the potential to generate strong returns without a lot of assistance from the broad market. Portfolios tend to concentrate on mid-cap stocks, with a portion of the portfolio invested in large-cap stocks to help insulate the portfolio in down markets. Initially they take a top-down macro-economic view in order to identify areas of opportunity and areas of risk. With this macro view, WAM then takes a bottom-up approach, utilizing fundamental research and relative valuations amongst peers, in order to identify attractive companies for investment. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
