Cortney Ann Cost

Compliance Officer chez Kraft Asset Management LLC

Profil

Ms. Cortney A.
Cost is a Wealth Advisor & Chief Compliance Officer at Kraft Asset Management LLC.
In this role, she helps clients set and reach their financial goals.
She provides advanced financial planning to address retirement, estate, and tax considerations and then uses that information for investment plan development, portfolio design and the implementation and management of client portfolios.
As chief compliance officer, she is responsible for overseeing and managing company policies, procedures, products, services, and marketing materials to ensure compliance with regulatory requirements.
She has more than 15 years of experience in financial services.
Before joining the firm, she served for three years as an associate client consultant at an investment management firm in Columbus, Ohio, where she supported three client consultants with $3 billion in assets under management.
She received her B.S., Business & Economics, Magna Cum Laude from the University of Kentucky.

Postes actifs de Cortney Ann Cost

Sociétés	Poste	Début
Kraft Asset Management LLC	Compliance Officer	01/11/2017

Formation de Cortney Ann Cost

University of Kentucky

Undergraduate Degree