Tracy Ann Kuntz

Presidente presso Townley Capital Management, Inc.

Consumer Services

Finance

Profilo

Ms. Tracy A.
Kuntz is President & Chief Compliance Officer at Towneley Capital Management, Inc. She has been with firm since 1985.
Ms. Kuntz directs the management of all client portfolios and relations, company operations, compliance and marketing.
Ms. Kuntz has also had personal experience serving on non-profit organizations' boards.
An active member of the Investment Management Consultants Association and she has been a Certified Financial Planner for over 20 years.
She is a member of the Financial Planning Association and is active in its Orange County Chapter.
Ms. Kuntz is a member of the TD Ameritrade Institutional Advisor Panel, a group of select independent investment advisors that advise TD Ameritrade Institutional on issues relevant to the independent advisor community.
Ms. Kuntz earned her undergraduate degree from the University of Southern California, followed by an M.B.A.
at the University of California, Irvine.

Posizioni attive di Tracy Ann Kuntz

Società	Posizione	Inizio
Townley Capital Management, Inc. Townley Capital Management, Inc. Investment ManagersFinance Townley Capital Management, Inc. provides financial advisory and asset management services. It invests in the public equity, fixed income, and commodities markets across the globe. The firm provides its services to individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and insurance companies. The company was founded by Wesley George McCain in 1971 and is headquartered in Laguna Hills, CA.	Presidente	-

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Formazione di Tracy Ann Kuntz

University of Southern California	Undergraduate Degree
University of California, Irvine	Masters Business Admin

Esperienze
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Aziende private

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Società collegate

Aziende private	1
Townley Capital Management, Inc. Townley Capital Management, Inc. Investment ManagersFinance Townley Capital Management, Inc. provides financial advisory and asset management services. It invests in the public equity, fixed income, and commodities markets across the globe. The firm provides its services to individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and insurance companies. The company was founded by Wesley George McCain in 1971 and is headquartered in Laguna Hills, CA.	Finance