![Emily Tierney Petty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Emily T.
Petty is a Wealth Manager at Windward Private Wealth Management, Inc. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
She received her B.S., Psychology and M.S., Personal Financial Planning degree from Kansas State University.
| Sociétés | Poste | Début |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client. | Gestionnaire de Portefeuille-Actions | 01/06/2010 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 2 |
|---|---|
Kansas State University
 Kansas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client. | Finance |
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