Kendra Dawn Baranko
Gestionnaire de Portefeuille-Actions chez Wealth Enhancement Advisory Services LLC
Profil
Ms. Kendra D.
Baranko, CFA, is a Portfolio Manager at Wealth Enhancement Advisory Services LLC.
She specializes in constructing and managing client portfolios.
She joined Wealth Enhancement Group in 2021.
Ms. Baranko was previously employed as a Portfolio Manager by Pillar Pacific Capital Management LLC.
She received her BS degree from Montana State University.
Postes actifs de Kendra Dawn Baranko
| Sociétés | Poste | Début |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Anciens postes connus de Kendra Dawn Baranko
| Sociétés | Poste | Fin |
|---|---|---|
Pillar Pacific Capital Management LLC
 Pillar Pacific Capital Management LLC Investment ManagersFinance Pillar Pacific Capital Management LLC (PPCM) is an independent wealth management firm headquartered in Pacifica, California. It was founded by Art French in 1999 as Pillar Point Equity Management LLC. In 2007, one of the firm’s members since 1999, California Casualty Management Co., sold its interest back to the firm. The name was then changed to Pillar Pacific Capital Management LLC. PPCM provides services to high net-worth individuals, pension and profit-sharing plans, insurance companies, trusts, estates, foundations, endowments, charitable organizations, corporations, and health & welfare trusts. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kendra Dawn Baranko
| Montana State University | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
Pillar Pacific Capital Management LLC
Pillar Pacific Capital Management LLC Investment ManagersFinance Pillar Pacific Capital Management LLC (PPCM) is an independent wealth management firm headquartered in Pacifica, California. It was founded by Art French in 1999 as Pillar Point Equity Management LLC. In 2007, one of the firm’s members since 1999, California Casualty Management Co., sold its interest back to the firm. The name was then changed to Pillar Pacific Capital Management LLC. PPCM provides services to high net-worth individuals, pension and profit-sharing plans, insurance companies, trusts, estates, foundations, endowments, charitable organizations, corporations, and health & welfare trusts. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
