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Cynthia Lynn McKillip
Gestionnaire de Portefeuille-Actions chez
Acropolis Investment Management LLC
Profil
Ms. Cynthia L.
McKillip is a Senior Portfolio Manager at Acropolis Investment Management LLC.
She joined as a Portfolio Manager and works with individuals, families, executives, physicians and other professionals to help them meet their financial objectives.
Prior to joining Acropolis Investment Management in 2014, Ms. McKillip worked for the Moneta Group for 14 years as a professional consultant.
She earned a B.S.
in Business Administration, graduated magna cum laude and went on to earn a Masters in Business Administration from Maryville University.
She is a Certified Financial Planner an Accredited Wealth Advisor a Certified Divorce Financial Analyst and a member of the Institute for Divorce Financial Analysts.
Postes actifs de Cynthia Lynn McKillip
| Sociétés | Poste | Début |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Cynthia Lynn McKillip
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of Edwardsville
 The Bank of Edwardsville Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 01/02/2001 |
Formation de Cynthia Lynn McKillip
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Bank of Edwardsville
The Bank of Edwardsville Regional BanksFinance State chartered commercial bank | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
Maryville University of St. Louis
 Maryville University of St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
