Profil
Ms. Tonia L.
Kaminsky is a Principal & Senior Financial Advisor at Shufro, Rose & Co. LLC.
She is on the Board of Directors at The Council for Economic Education.
She joined the firm in 1999 and was named a Principal in 2009.
Ms. Kaminsky co-manages the Kaminsky-Silverman Group with Barbara Silverman.
She received her B.S.
in Business Administration from the University of Massachusetts-Amherst in 1991.
Postes actifs de Tonia Lee Kaminsky
| Sociétés | Poste | Début |
|---|---|---|
Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance SRC manages individualized portfolios for clients based on their personal objectives, goals and risk tolerances. The firm primarily invests client assets in stocks, exchange-traded securities, closed-end funds, and various types of fixed income securities. Portfolio managers typically maintain cash equivalent positions (money market funds) through a sweep program as well. SRC typically seeks to diversify holdings across industry classes within each portfolio or family group. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
The Council for Economic Education
The Council for Economic Education Miscellaneous Commercial ServicesCommercial Services Operates charitable organization that focuses on personal finance and economic education of students | Directeur/Membre du Conseil | - |
Formation de Tonia Lee Kaminsky
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance SRC manages individualized portfolios for clients based on their personal objectives, goals and risk tolerances. The firm primarily invests client assets in stocks, exchange-traded securities, closed-end funds, and various types of fixed income securities. Portfolio managers typically maintain cash equivalent positions (money market funds) through a sweep program as well. SRC typically seeks to diversify holdings across industry classes within each portfolio or family group. | Finance |
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Council for Economic Education
The Council for Economic Education Miscellaneous Commercial ServicesCommercial Services Operates charitable organization that focuses on personal finance and economic education of students | Commercial Services |
















