Profilo
Mr. Kevin M.
Cuff is a Senior Analyst at HighTower Advisors LLC.
His primary responsibility for Kelly Wealth Management is trading execution and monitoring of client portfolios.
He conducts portfolio reviews and oversight to ensure appropriate position sizes and risk allocations, and assists in firm's equity research and analytics.
Prior to joining HighTower, Mr. Cuff was a Financial Services Associate with the Kelly Group at Merrill Lynch.
He started in the financial services industry in June 1999 and joined Merrill Lynch in January 2000.
He joined the Kelly Group in November 2009.
His prior experience as the Compliance/Administrative Manager for the Baltimore Complex.
He was responsible for monitoring portfolios for trading activity, appropriate risk, and adequate diversification for all Financial Advisors in the greater Baltimore area.
He has held similar positions for the Southeast Texas Region, Beaumont, Texas, Nashville, Tennessee, and Charlotte, North Carolina offices.
Mr. Cuff has an undergraduate degree in Business Management from the University of North Carolina at Pembroke and an MBA from Keller Graduate School of Management.
He has earned the Chartered Retirement Planning Counselor designation.
Precedenti posizioni note di Kevin Michael Cuff
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Equity | - |
Formazione di Kevin Michael Cuff
The University of North Carolina at Asheville | Undergraduate Degree |
Keller Graduate School of Management | Masters Business Admin |
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 | 2 |
---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. | Finance |
- Borsa valori
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- Kevin Michael Cuff