Anne Joelle Storsved

Analyst-Equity chez Cozad Asset Management, Inc.

Profil

Ms. Anne J.
Storsved is a Director of Tax, Portfolio Manager & Investment Advisor at Cozad Asset Management, Inc. She is also a Portfolio Manager of the firm and joined in 1998.
She provides comprehensive financial planning, asset management and tax services for a variety of individual and corporate clients.
She is also responsible for Managed Tax Services LLC, a wholly owned subsidiary that provides tax and accounting services to individuals and companies.
She serves on the Investment Committee and, in this capacity, specializes in researching and evaluating investments.
She is also a registered representative of M Holdings Securities, Inc. Prior to joining Cozad, she worked in the tax department of a Central Illinois CPA firm.
Ms. Storsved graduated with distinction from Indiana University in 1991 with a Bachelor of Science in Business.
While at Indiana University, she was captain of the women’s swim team for two seasons.
She received a Master of Science in Kinesiology from the University of Illinois in 1992.
She is a Certified Financial Planner and a licensed Certified Public Accountant in the state of Illinois.
In 2006, she earned the Chartered Financial Analyst designation.
She holds an insurance license.

Postes actifs de Anne Joelle Storsved

Sociétés	Poste	Début
Cozad Asset Management, Inc.	Analyst-Equity	01/01/1998

Formation de Anne Joelle Storsved

Indiana University	Undergraduate Degree
University of Illinois	Graduate Degree