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Kristin V. Dunlevy
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Historial de carrera de Kristin V. Dunlevy
Antiguos cargos conocidos de Kristin V. Dunlevy.
Empresas | Cargo | Inicio | Fin |
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ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Gestor de Cartera-Acciones | 01/04/2013 | 01/04/2015 |
Formación de Kristin V. Dunlevy.
University of Louisville | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
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