Brett Anderson
Gestionnaire de Portefeuille-Actions chez Cozad Asset Management, Inc.
Profil
Mr. Brett Anderson is a Portfolio Manager & Investment Advisor at Cozad Asset Management, Inc. He provides a variety of financial planning, investment management, and tax preparation services to help clients identify and achieve their financial goals.
He manages Cozad's Enhanced Index Strategy ETF portfolios.
He graduated from the University of Illinois in 2012, earning Bachelor’s degrees in Accountancy and Finance with Bronze Tablet honors.
In May of 2017, Brett graduated from the Master of Divinity program at Lincoln Christian University.
He is also a Certified Public Accountant in the state of Illinois and a Certified Financial Planner.
Postes actifs de Brett Anderson
Sociétés | Poste | Début |
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Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Brett Anderson
University of Illinois | Undergraduate Degree |
Lincoln Christian University | Graduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Finance |