![Keith Kurtis Kuzera](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>)
Profil
Keith Kurtis Kuzera worked as a Wealth Manager at SVA Wealth Management LLC from 2011 to 2021.
He obtained an undergraduate degree from the University of Wisconsin-Whitewater.
Anciens postes connus de Keith Kurtis Kuzera
| Sociétés | Poste | Fin |
|---|---|---|
SVA Wealth Management LLC
 SVA Wealth Management LLC Investment ManagersFinance SVA WM strives to provide solid long-term investment returns through a combination of capital appreciation and current income. In its selection process, the firm seeks diversification through investment instrument diversification, as well as by asset class, geography, capitalization, and industry. Their asset allocations are generally based on a proprietary methodology, including model portfolios recommended by Investment Committee, and customized based on the client’s investment restrictions and risk tolerance. The SVA WM Investment Committee meets routinely to research, develop and monitor the overall investment strategies and models implemented in client portfolios. | Analyst-Equity | 13/01/2021 |
Formation de Keith Kurtis Kuzera
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
SVA Wealth Management LLC
SVA Wealth Management LLC Investment ManagersFinance SVA WM strives to provide solid long-term investment returns through a combination of capital appreciation and current income. In its selection process, the firm seeks diversification through investment instrument diversification, as well as by asset class, geography, capitalization, and industry. Their asset allocations are generally based on a proprietary methodology, including model portfolios recommended by Investment Committee, and customized based on the client’s investment restrictions and risk tolerance. The SVA WM Investment Committee meets routinely to research, develop and monitor the overall investment strategies and models implemented in client portfolios. | Finance |
University of Wisconsin-Whitewater
 University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
