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Emily Elder
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Perfil
Ms. Elder joined the Evensky & Katz team in 2010.
Along with being an active member of the student Personal Financial Planning Association, she serves as the vice president of the PFP Partners.
She works closely with the financial planning faculty, and is responsible for coordinating professional development activities, networking activities, and student recruiting initiatives.
Ms. Elder has been accepted in to Texas Tech University’s 150 hour Master of Science in Personal Financial Planning program and is scheduled to graduate in May 2012.
In addition to being involved with the financial planning program, she enjoys volunteering for the Coalition of Community Assistance Volunteers by
helping lower income individuals and families file their tax returns through the
VITA program.
Antiguos cargos conocidos de Emily Elder.
Empresas | Cargo | Fin |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Corporate Officer/Principal | 10/12/2010 |
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Empresas privadas | 1 |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
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