Profil
Ms. Renee L.
Kaufert is a Securities Trader at North Star Asset Management, Inc. She has over 35 years of experience within the financial services industry.
She supervises operations, compliance, and securities trading.
Prior to joining NSAM in July 1996, Ms. Kaufert served as Senior Registered Sales Assistant/Operations Manager with Dain Bosworth, Inc., where she had been employed since 1989.
She held various securities-related positions with Piper Jaffray & Hopwood and Associated Bank since 1979.
Ms. Kaufert earned her Investment Advisor Certified Compliance Professional designation in 2007.
Postes actifs de Renee Lucille Kaufert
| Sociétés | Poste | Début |
|---|---|---|
North Star Asset Management, Inc.
North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility. | Trading-Equity | 01/07/1996 |
Anciens postes connus de Renee Lucille Kaufert
| Sociétés | Poste | Fin |
|---|---|---|
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
North Star Asset Management, Inc.
North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility. | Finance |
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Finance |
















