Susie Meyer
Membre du Comité d'Investissement chez Nicholson Capital Management, Inc.
Profil
Ms. Susanne R.
Meyer is a Senior Vice President & Portfolio Manager at Nicholson Meyer Capital Management, Inc. She joined Nicholson Capital Management in 2006 and is passionate about helping clients achieve their financial goals.
She works with the team to develop and monitor portfolios and create individual financial plans for clients.
She became a Nicholson Capital shareholder in 2018.
Ms. Meyer was previously employed as a Principal by Overland Park Capital LLC.
She received a Bachelor of Business Administration degree from the University of Kansas.
In 2016 she obtained her CIMA Certified Investment Management Analyst certification.
She has passed the FINRA Series 7 and Series 63 exams.
Postes actifs de Susie Meyer
| Sociétés | Poste | Début |
|---|---|---|
Nicholson Capital Management, Inc.
 Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Membre du Comité d'Investissement | 01/01/2009 |
Anciens postes connus de Susie Meyer
| Sociétés | Poste | Fin |
|---|---|---|
Overland Park Capital LLC
 Overland Park Capital LLC Investment ManagersFinance Founded in 2009 by Jon Cheng, Overland Park Capital LLC is a hedge fund manager located in New York City | Corporate Officer/Principal | - |
Formation de Susie Meyer
| University of Kansas | Undergraduate Degree |
| University of Northern Iowa | Undergraduate Degree |
| University of Nebraska Omaha | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Finance |
Overland Park Capital LLC
Overland Park Capital LLC Investment ManagersFinance Founded in 2009 by Jon Cheng, Overland Park Capital LLC is a hedge fund manager located in New York City | Finance |