Kathy Lalone
Analyst-Equity en Innovest Portfolio Solutions LLC .
Perfil
Ms. Kathy Lalone is an Senior Manager at Innovest Portfolio Solutions LLC.
She is a member of the Client Service Team, responsible for the design and production of client performance reports, participant newsletters and other client reporting needs.
Ms. Lalone has worked in the photoreceptor industry for almost 15 years with experience in manufacturing, product development and finance.
Ms. Lalone graduated from the University of Missouri – Rolla with a Bachelor of Science in mechanical engineering, and from the University of Rochester with a Master of Business Administration.
Cargos activos de Kathy Lalone
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Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Analyst-Equity | - |
Formación de Kathy Lalone.
University of Missouri | Undergraduate Degree |
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Relaciones de 1er grado
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Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Finance |
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