Kathy D. Fleming
Plus aucun poste en cours
Profil
Ms. Kathy D.
Fleming is Client Services Associate at Signature Financial Management, Inc. She was the Administrative Assistant to Bill Achenbach for 22 years prior to the merger of W.
L.
Achenbach & Associates and Signature in 2007.
Prior to joining WLAA, Ms. Fleming held a variety of office and client administration positions for Chicago-based financial services companies, including Brownson, Rehmus & Foxworth, Inc.; Stein, Roe & Farnham; and Brown Brothers Harriman & Co.
Ms. Fleming received her business degree from Bradley University with a concentration in Office Administration.
Anciens postes connus de Kathy D. Fleming
| Sociétés | Poste | Fin |
|---|---|---|
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - |
Brownson, Rehmus & Foxworth, Inc.
 Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance Brownson, Rehmus & Foxworth, Inc. (BRF) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Frederick O. Brownson in 1969. BRF provides personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. | Corporate Officer/Principal | - |
| Stein Roe & Farnham, Inc. | Corporate Officer/Principal | - |
Signature Financial Management, Inc.
 Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Sales & Marketing | - |
Formation de Kathy D. Fleming
| Bradley University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Signature Financial Management, Inc.
Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Finance |
Brownson, Rehmus & Foxworth, Inc.
Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance Brownson, Rehmus & Foxworth, Inc. (BRF) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Frederick O. Brownson in 1969. BRF provides personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. | Finance |
| Stein Roe & Farnham, Inc. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
