Profil
Ms. Kathy A.
Somes, CFA, is a Manager of Investment Research at Allegheny Financial Group Ltd.
She joined Allegheny in 2013.
Ms. Somes was previously employed as Investment Analyst by Freedom One Financial Group, a Manager by United American Insurance Co., and a Manager by Valmark Securities, Inc.
Ms. Somes received her Bachelor's Degree in Business Management and Marketing from Cornell University.
Anciens postes connus de Kathy A. Somes
| Sociétés | Poste | Fin |
|---|---|---|
Freedom One Financial Group LLC
 Freedom One Financial Group LLC Investment ManagersFinance Freedom One Financial Group LLC provides retirement plan and investment advisory services to emerging market companies. The company was founded by Mark Wayne in 1998 and is headquartered in Clarkston, MI. | Corporate Officer/Principal | 30/01/2013 |
Valmark Securities, Inc.
 Valmark Securities, Inc. Investment Banks/BrokersFinance Valmark Securities, Inc. is a national independent broker dealer that specializes in equity and risk management products. The private company is based in Akron, OH and has subsidiaries in the United States. The company provides support services for top wealth transfer, corporate insurance, and wealth advisory firms. | Corporate Officer/Principal | - |
United American Insurance Co.
 United American Insurance Co. Multi-Line InsuranceFinance United American Insurance Co. provides insurance products and services. The firm offers cancer and critical illness insurance, Medicare supplement insurance, retirement plans, and annuities products. The company was founded by C. L. Dunlap in 1947 and is headquartered in McKinney, TX. | Corporate Officer/Principal | - |
Allegheny Financial Group Ltd.
 Allegheny Financial Group Ltd. Investment ManagersFinance Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds. | Analyst-Equity | - |
Formation de Kathy A. Somes
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Allegheny Financial Group Ltd.
Allegheny Financial Group Ltd. Investment ManagersFinance Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds. | Finance |
Freedom One Financial Group LLC
Freedom One Financial Group LLC Investment ManagersFinance Freedom One Financial Group LLC provides retirement plan and investment advisory services to emerging market companies. The company was founded by Mark Wayne in 1998 and is headquartered in Clarkston, MI. | Finance |
United American Insurance Co.
United American Insurance Co. Multi-Line InsuranceFinance United American Insurance Co. provides insurance products and services. The firm offers cancer and critical illness insurance, Medicare supplement insurance, retirement plans, and annuities products. The company was founded by C. L. Dunlap in 1947 and is headquartered in McKinney, TX. | Finance |
Valmark Securities, Inc.
Valmark Securities, Inc. Investment Banks/BrokersFinance Valmark Securities, Inc. is a national independent broker dealer that specializes in equity and risk management products. The private company is based in Akron, OH and has subsidiaries in the United States. The company provides support services for top wealth transfer, corporate insurance, and wealth advisory firms. | Finance |
