![Catherine Bernice Young](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Catherine Bernice Young
Gestionnaire de Portefeuille-Actions chez
Capital Advisors, Inc. (Oklahoma)
Profil
Ms. Catherine B. Young is a Senior Vice President & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
She focuses on wealth management and client service at Capital Advisors.
She joined the firm in 2014 with over 25 years of experience in the financial services industry.
She attended the University of Tulsa after having completed two enlistments in the United States Marine Corps.
Postes actifs de Catherine Bernice Young
| Sociétés | Poste | Début |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Gestionnaire de Portefeuille-Actions | 01/10/2014 |
Formation de Catherine Bernice Young
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Finance |
The University of Tulsa
 The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
