![Marcia Ann Koory](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
Marcia Ann Koory worked as a Portfolio Manager & Research Manager at Pflug Koory LLC from 2000 to 2023.
Prior to that, she was a Trust Investment Officer at The First National Bank of Omaha (Investment Management) from 1992 to 1996.
Before that, she served as a Principal at Kirkpatrick, Pettis, Smith, Polian Inc. from 1983 to 1991.
Ms. Koory obtained her undergraduate degree from the University of Nebraska in 1982.
Anciens postes connus de Marcia Ann Koory
| Sociétés | Poste | Fin |
|---|---|---|
Pflug Koory LLC
 Pflug Koory LLC Investment ManagersFinance Pflug Koory develops an appropriate investment policy reflecting their clients’ investment goals and risk constraints along with any specific directives or restrictions requested by their clients. The firm performs fundamental research on stocks, bonds, and mutual funds to identify those securities most likely to serve the investment needs of their clients. | Analyst-Equity | 01/12/2023 |
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Gestionnaire de Portefeuille-Actions | - |
Kirkpatrick, Pettis, Smith, Polian Inc.
 Kirkpatrick, Pettis, Smith, Polian Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Marcia Ann Koory
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Finance |
Pflug Koory LLC
Pflug Koory LLC Investment ManagersFinance Pflug Koory develops an appropriate investment policy reflecting their clients’ investment goals and risk constraints along with any specific directives or restrictions requested by their clients. The firm performs fundamental research on stocks, bonds, and mutual funds to identify those securities most likely to serve the investment needs of their clients. | Finance |
Kirkpatrick, Pettis, Smith, Polian Inc.
Kirkpatrick, Pettis, Smith, Polian Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
