Cortney Ann Cost
Compliance Officer chez Kraft Asset Management LLC
Profil
Ms. Cortney A.
Cost is a Wealth Advisor & Chief Compliance Officer at Kraft Asset Management LLC.
In this role, she helps clients set and reach their financial goals.
She provides advanced financial planning to address retirement, estate, and tax considerations and then uses that information for investment plan development, portfolio design and the implementation and management of client portfolios.
As chief compliance officer, she is responsible for overseeing and managing company policies, procedures, products, services, and marketing materials to ensure compliance with regulatory requirements.
She has more than 15 years of experience in financial services.
Before joining the firm, she served for three years as an associate client consultant at an investment management firm in Columbus, Ohio, where she supported three client consultants with $3 billion in assets under management.
She received her B.S., Business & Economics, Magna Cum Laude from the University of Kentucky.
Postes actifs de Cortney Ann Cost
Sociétés | Poste | Début |
---|---|---|
Kraft Asset Management LLC
Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Compliance Officer | 01/11/2017 |
Formation de Cortney Ann Cost
University of Kentucky | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Kraft Asset Management LLC
Kraft Asset Management LLC Investment ManagersFinance Kraft Asset Management LLC (KAM) is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2002 and is a wholly owned subsidiary of KraftCPAs PLLC. KAM manages investment portfolios for individuals, trusts, retirement plans, family limited partnerships, corporations, estates and small businesses. | Finance |