Tracy Ann Kuntz

President chez Townley Capital Management, Inc.

Profil

Ms. Tracy A.
Kuntz is President & Chief Compliance Officer at Towneley Capital Management, Inc. She has been with firm since 1985.
Ms. Kuntz directs the management of all client portfolios and relations, company operations, compliance and marketing.
Ms. Kuntz has also had personal experience serving on non-profit organizations' boards.
An active member of the Investment Management Consultants Association and she has been a Certified Financial Planner for over 20 years.
She is a member of the Financial Planning Association and is active in its Orange County Chapter.
Ms. Kuntz is a member of the TD Ameritrade Institutional Advisor Panel, a group of select independent investment advisors that advise TD Ameritrade Institutional on issues relevant to the independent advisor community.
Ms. Kuntz earned her undergraduate degree from the University of Southern California, followed by an M.B.A.
at the University of California, Irvine.

Postes actifs de Tracy Ann Kuntz

Sociétés	Poste	Début
Townley Capital Management, Inc.	President	-

Formation de Tracy Ann Kuntz

University of Southern California	Undergraduate Degree
University of California, Irvine	Masters Business Admin