Tana K. McKasson
Trading-Equity bei Sonora Investment Management Group LLC
Profil
Ms. Tana K.
McKasson is a Director of Trading at Sonora Investment Management Group LLC.
Prior to joining Sonora in August 2013, she spent 5 years in Institutional Equity Sales for First Analysis in Chicago.
Prior to that, Ms. McKasson was a Senior Consultant at Corporate Executive Board, and an Equity Analyst with Legg Mason/Precursor Group in Washington D.C.
Ms. McKasson holds a Bachelor of Arts degree in Economics and International Studies from Allegheny College in Pennsylvania.
Aktive Positionen von Tana K. McKasson
| Unternehmen | Position | Beginn |
|---|---|---|
Sonora Investment Management Group LLC
 Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Trading-Equity | 01.08.2013 |
Ausbildung von Tana K. McKasson
| Allegheny College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Sonora Investment Management Group LLC
Sonora Investment Management Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Sonora Investment Management Group LLC is an independent registered investment adviser based in Tucson, AZ. The firm provides personalized asset management and financial planning services to high net worth individuals, families, and institutions. The company has expertise in the individual selection of equities and fixed income securities for their clients. Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. The company has been managing over $1.50 billion in assets as of January and have an institutional approach to retail investing. | Finance |
