![Krista Lee Cosgrove](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>)
Krista Lee Cosgrove
Compliance Officer chez
ZWJ Investment Counsel, Inc.
Profil
Ms. Krista L.
Cosgrove, CFA, is a Principal, Investment Committee Member, Portfolio Manager & Chief Compliance Officer at ZWJ Investment Counsel, Inc. She joined the firm in 2007.
Ms. Cosgrove was previously employed as a Portfolio Manager by SunTrust Banks, Inc. (Wealth Management).
She received her undergraduate degree from Elon University and a graduate degree from Vanderbilt University.
Postes actifs de Krista Lee Cosgrove
| Sociétés | Poste | Début |
|---|---|---|
ZWJ Investment Counsel, Inc.
 ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Compliance Officer | 01/09/2007 |
Anciens postes connus de Krista Lee Cosgrove
| Sociétés | Poste | Fin |
|---|---|---|
SunTrust Banks, Inc. (Wealth Management)
 SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client. | Corporate Officer/Principal | 31/12/2006 |
Formation de Krista Lee Cosgrove
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client. | Finance |
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Elon University
 Elon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
