![Kim Custer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kim Custer
Fondatore presso Canterbury Investment Management LLC
Profilo
Ms. Kimberly J.
Custer is Managing Director & Chief Portfolio Strategist at Canterbury Investment Management LLC.
She oversees and coordinates all aspects of firm's investment strategy.
She is responsible for the coordination of our investment strategy with each client's investment objectives and the timely execution of all portfolio adjustments.
She is a member of the Market Technician's Association.
She has over 16 years experience in operations, securities analysis and portfolio management.
She co-founded the firm in 2003.
Ms. Custer began her career in the financial services industry with a New York Stock Exchange firm.
She later joined Smith Barney’s Portfolio Management Group.
During that time she and PMG's Senior Portfolio Management Director worked together to manage portfolios for big net worth clients.
She earned a bachelor’s degree in financial counseling and planning from Purdue University, where she completed all of the prerequisites for the Certified Financial Planner designation.
She earned her Chartered Market Technician designation which is the premier designation in technical market analysis.
She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado.
Posizioni attive di Kim Custer
Società | Posizione | Inizio |
---|---|---|
Canterbury Investment Management LLC
![]() Canterbury Investment Management LLC Investment ManagersFinance Canterbury Investment Management LLC (Canterbury) is a SEC-registered investment advisor headquartered in Zionsville, Indiana. The firm was founded by Thomas Hardin and Kimberly Custer in 2003. They are a subsidiary of Canterbury Financial Group LLC. Canterbury offers individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. | Fondatore | 01/01/2003 |
Precedenti posizioni note di Kim Custer
Società | Posizione | Fine |
---|---|---|
New York Stock Exchange
![]() New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Corporate Officer/Principal | - |
Formazione di Kim Custer
Purdue University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Canterbury Investment Management LLC
![]() Canterbury Investment Management LLC Investment ManagersFinance Canterbury Investment Management LLC (Canterbury) is a SEC-registered investment advisor headquartered in Zionsville, Indiana. The firm was founded by Thomas Hardin and Kimberly Custer in 2003. They are a subsidiary of Canterbury Financial Group LLC. Canterbury offers individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. | Finance |
New York Stock Exchange
![]() New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Finance |
- Borsa valori
- Insiders
- Kim Custer