Profil
Patricia Ann Kuhar worked as a Vice President & Senior Relationship Manager at KeyBank, NA (Investment Management) and as a Senior Vice President at Tillar-Wenstrup Advisors LLC from 2013 to 2023.
Ehemalige bekannte Positionen von Patty Kuhar
| Unternehmen | Position | Ende |
|---|---|---|
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance TW Advisors utilizes a Research Factor based approach, a rules-based, quantitative, active and disciplined approach designed to exploit persistent market anomalies. The TW Factor approach uses low-cost stocks and ETFs in a diversified portfolio that aims to deliver better risk adjusted returns than tradition market indexes. | Portfolio Manager-Aktien | 05.01.2023 |
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Finance |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance TW Advisors utilizes a Research Factor based approach, a rules-based, quantitative, active and disciplined approach designed to exploit persistent market anomalies. The TW Factor approach uses low-cost stocks and ETFs in a diversified portfolio that aims to deliver better risk adjusted returns than tradition market indexes. | Finance |
















