Laura Anne Cuber
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Profil
Ms. Laura Cuber is an Assistant Vice President & Wealth Strategist at Kanaly Trust LTA.
Her areas of focus include retirement planning, investments and education planning.
She is a member of the Financial Planning Association and the Houston Estate and Financial Forum.
Prior to joining Kanaly Trust in 2014, Ms. Cuber began her career at Trust Company of Illinois, where she partnered with principals of the company to provide wealth management and trust services for more than 100 client families.
While there, she was responsible for developing financial plans, assisting with investment management and asset allocation, and providing in-depth client service.
She brings over five years of experience in the wealth management industry.
Ms. Cuber graduated with college honors from Washington University in St. Louis with a BA in English and Women and Gender Studies.
She is a Certified Financial Planner™ practitioner.
Ehemalige bekannte Positionen von Laura Anne Cuber
Unternehmen | Position | Ende |
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Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Portfolio Manager-Aktien | 01.03.2017 |
Trust Co. of Illinois
Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Corporate Officer/Principal | 31.12.2013 |
Ausbildung von Laura Anne Cuber
Washington University in St. Louis | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 2 |
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Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Trust Co. of Illinois
Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Miscellaneous |