Profil
Ms. Cheryl A.
Kotlarz is Chief Compliance Officer at Seizert Capital Partners LLC.
She joined the firm in April 2011.
Prior to joining Seizert, she was a Chief Compliance Officer at Sigma Investment Counselors, Inc. Prior to joining Sigma in 1997, Ms. Kotlarz had ten years of experience with two local investment advisory firms, Acorn Asset Management and Zaske, Sarafa & Associates, where she gained invaluable experience in the areas of client administration, equity trading and compliance.
Ms. Kotlarz received her undergraduate degree in Finance from Oakland University.
She is a member of the CFA Society of Detroit and the National Society of Compliance Professionals and Inforum.
Anciens postes connus de Cheryl A. Kotlarz
| Sociétés | Poste | Fin |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Corporate Officer/Principal | 31/03/2011 |
Steward Capital Management, Inc.
 Steward Capital Management, Inc. Investment ManagersFinance Steward Capital Management, Inc. (SCM) is an independent asset management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 1988 by Anmar Karim Sarafa. SCM provides investment management services to institutional and high-net worth individual investors using equities, fixed-income and diversified funds. | Corporate Officer/Principal | - |
Formation de Cheryl A. Kotlarz
| Oakland University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
Steward Capital Management, Inc.
Steward Capital Management, Inc. Investment ManagersFinance Steward Capital Management, Inc. (SCM) is an independent asset management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 1988 by Anmar Karim Sarafa. SCM provides investment management services to institutional and high-net worth individual investors using equities, fixed-income and diversified funds. | Finance |
