Kim Custer

Fondateur chez Canterbury Investment Management LLC

Profil

Ms. Kimberly J.
Custer is Managing Director & Chief Portfolio Strategist at Canterbury Investment Management LLC.
She oversees and coordinates all aspects of firm's investment strategy.
She is responsible for the coordination of our investment strategy with each client's investment objectives and the timely execution of all portfolio adjustments.
She is a member of the Market Technician's Association.
She has over 16 years experience in operations, securities analysis and portfolio management.
She co-founded the firm in 2003.
Ms. Custer began her career in the financial services industry with a New York Stock Exchange firm.
She later joined Smith Barney’s Portfolio Management Group.
During that time she and PMG's Senior Portfolio Management Director worked together to manage portfolios for big net worth clients.
She earned a bachelor’s degree in financial counseling and planning from Purdue University, where she completed all of the prerequisites for the Certified Financial Planner designation.
She earned her Chartered Market Technician designation which is the premier designation in technical market analysis.
She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado.

Postes actifs de Kim Custer

Sociétés	Poste	Début
Canterbury Investment Management LLC	Fondateur	01/01/2003

Anciens postes connus de Kim Custer

Sociétés	Poste	Fin
New York Stock Exchange	Corporate Officer/Principal	-

Formation de Kim Custer

Purdue University

Undergraduate Degree