![Karen McCue](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Karen McCue
Corporate Officer/Principal chez CFA Institute
Profil
Karen McCue is the founder of Net Asset Management.
She is currently a member of CFA Institute and CFA Society of Los Angeles, Inc. Previously, she worked as Director-Institutional Client Services at NWQ Investment Management Co. LLC and as Executive Vice President-Family Office Services at Envestnet, Inc. Ms. McCue completed her undergraduate degree at the University of California, Los Angeles.
Postes actifs de Karen McCue
Sociétés | Poste | Début |
---|---|---|
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society of Los Angeles, Inc. | Corporate Officer/Principal | 02/08/2010 |
Anciens postes connus de Karen McCue
Sociétés | Poste | Fin |
---|---|---|
Net Asset Management
![]() Net Asset Management Packaged SoftwareTechnology Services Net Asset Management provides web-based managed account technology to financial institutions and advisory firms. | Fondateur | 01/01/2004 |
NWQ Investment Management Co. LLC
![]() NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Corporate Officer/Principal | - |
ENVESTNET, INC. | Corporate Officer/Principal | - |
Formation de Karen McCue
University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
---|---|
ENVESTNET, INC. | Technology Services |
Entreprise privées | 4 |
---|---|
NWQ Investment Management Co. LLC
![]() NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
Net Asset Management
![]() Net Asset Management Packaged SoftwareTechnology Services Net Asset Management provides web-based managed account technology to financial institutions and advisory firms. | Technology Services |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society of Los Angeles, Inc. |