![Patty Kuhar](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
Patricia Ann Kuhar worked as a Vice President & Senior Relationship Manager at KeyBank, NA (Investment Management) and as a Senior Vice President at Tillar-Wenstrup Advisors LLC from 2013 to 2023.
Precedenti posizioni note di Patty Kuhar
| Società | Posizione | Fine |
|---|---|---|
Tillar-Wenstrup Advisors LLC
 Tillar-Wenstrup Advisors LLC Investment ManagersFinance TW Advisors utilizes a Research Factor based approach, a rules-based, quantitative, active and disciplined approach designed to exploit persistent market anomalies. The TW Factor approach uses low-cost stocks and ETFs in a diversified portfolio that aims to deliver better risk adjusted returns than tradition market indexes. | Gestore di Portafoglio-Azioni | 05/01/2023 |
KeyBank, NA (Investment Management)
 KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Finance |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance TW Advisors utilizes a Research Factor based approach, a rules-based, quantitative, active and disciplined approach designed to exploit persistent market anomalies. The TW Factor approach uses low-cost stocks and ETFs in a diversified portfolio that aims to deliver better risk adjusted returns than tradition market indexes. | Finance |
