Krista Lee Cosgrove
Responsabile della Conformità presso ZWJ Investment Counsel, Inc.
Profilo
Ms. Krista L.
Cosgrove, CFA, is Principal, Chief Compliance Officer & Portfolio Manager at ZWJ Investment Counsel, Inc. She is also an Investment Committee member.
She joined the firm in 2007.
She was previously employed as a Portfolio Manager by SunTrust Banks, Inc. (Wealth Management).
Ms. Cosgrove received her Bachelor’s degree in Economics from Elon University and a Master’s in Economics from Vanderbilt.
She is a CFA charter holder, she is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Posizioni attive di Krista Lee Cosgrove
| Società | Posizione | Inizio |
|---|---|---|
ZWJ Investment Counsel, Inc.
 ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Responsabile della Conformità | 01/01/2007 |
Precedenti posizioni note di Krista Lee Cosgrove
| Società | Posizione | Fine |
|---|---|---|
SunTrust Banks, Inc. (Wealth Management)
 SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Corporate Officer/Principal | 31/12/2006 |
Formazione di Krista Lee Cosgrove
| Vanderbilt University | Graduate Degree |
| Elon University | Undergraduate Degree |
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 |
|---|---|
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
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