Profil
Mr. Jeffrey B. Kadavy is a President & Chief Executive Officer at Trail Ridge Investment Advisors LLC.
He served as a Senior Vice President for a mid-sized regional bank in Denver, which was previously known as Steele Street Bank & Trust, and as Managing Director of Trust Services for the largest privately-held bank in the United States.
He earned his Bachelor of Arts degree from Oberlin College and his law degree – with distinction – from the University of Nebraska College of Law.
He graduated with high honors from the American Bankers Association Graduate Trust School, holds the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers, and completed the Institute for Career Advancement Needs Defining Leadership program.
Postes actifs de Jeffrey Blaine Kadavy
| Sociétés | Poste | Début |
|---|---|---|
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance TRIA helps clients identify, prioritize, and strive for their personal financial goals through a planning process that covers all aspects of their financial life. Once the client's goals are articulated in their financial plan, the firm creates an investment strategy to meet them. They strive to minimize the cost of pursuing above-market returns and consider the tax consequences of a client's investment decisions. | Directeur Général | 01/03/2017 |
Anciens postes connus de Jeffrey Blaine Kadavy
| Sociétés | Poste | Fin |
|---|---|---|
Steele Street Bank & Trust
Steele Street Bank & Trust Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 01/03/2017 |
Formation de Jeffrey Blaine Kadavy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oberlin College
Oberlin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Steele Street Bank & Trust
Steele Street Bank & Trust Regional BanksFinance State chartered commercial bank | Finance |
University of Nebraska College of Law
University of Nebraska College of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance TRIA helps clients identify, prioritize, and strive for their personal financial goals through a planning process that covers all aspects of their financial life. Once the client's goals are articulated in their financial plan, the firm creates an investment strategy to meet them. They strive to minimize the cost of pursuing above-market returns and consider the tax consequences of a client's investment decisions. | Finance |
















