![Cheryl A. Kotlarz](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>)
Profil
Ms. Cheryl A. Kotlarz is Chief Compliance Officer at Seizert Capital Partners LLC.
She joined the firm in April 2011.
Prior to joining Seizert, she was a Chief Compliance Officer at Sigma Investment Counselors, Inc. Prior to joining Sigma in 1997, Ms. Kotlarz had ten years of experience with two local investment advisory firms, Acorn Asset Management and Zaske, Sarafa & Associates, where she gained invaluable experience in the areas of client administration, equity trading and compliance.
Ms. Kotlarz received her undergraduate degree in Finance from Oakland University.
She is a member of the CFA Society of Detroit and the National Society of Compliance Professionals and Inforum.
Anciens postes connus de Cheryl A. Kotlarz
| Sociétés | Poste | Fin |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Corporate Officer/Principal | 31/03/2011 |
Steward Capital Management, Inc.
 Steward Capital Management, Inc. Investment ManagersFinance SCM’s investment approach is based on asset allocation and diversification. The firm seeks to achieve consistent above-average returns over full market cycles by appropriately allocating funds between major asset classes to meet each client's specific return and risk objectives. To manage risk, SCM diversifies portfolios across various sectors and individual securities. Portfolios are continuously monitored and periodically rebalanced as market conditions and the relative valuations of asset classes and individual securities change. SCM's strategies include balanced asset allocation, domestic equity, ETFs, international equity, and equity REITs. | Corporate Officer/Principal | - |
Formation de Cheryl A. Kotlarz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Steward Capital Management, Inc.
Steward Capital Management, Inc. Investment ManagersFinance SCM’s investment approach is based on asset allocation and diversification. The firm seeks to achieve consistent above-average returns over full market cycles by appropriately allocating funds between major asset classes to meet each client's specific return and risk objectives. To manage risk, SCM diversifies portfolios across various sectors and individual securities. Portfolios are continuously monitored and periodically rebalanced as market conditions and the relative valuations of asset classes and individual securities change. SCM's strategies include balanced asset allocation, domestic equity, ETFs, international equity, and equity REITs. | Finance |
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Finance |
Oakland University (Michigan)
 Oakland University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
