Tracy Ann Kuntz
Präsident bei Townley Capital Management, Inc.
Profil
Ms. Tracy A.
Kuntz is President & Chief Compliance Officer at Towneley Capital Management, Inc. She has been with firm since 1985.
Ms. Kuntz directs the management of all client portfolios and relations, company operations, compliance and marketing.
Ms. Kuntz has also had personal experience serving on non-profit organizations' boards.
An active member of the Investment Management Consultants Association and she has been a Certified Financial Planner for over 20 years.
She is a member of the Financial Planning Association and is active in its Orange County Chapter.
Ms. Kuntz is a member of the TD Ameritrade Institutional Advisor Panel, a group of select independent investment advisors that advise TD Ameritrade Institutional on issues relevant to the independent advisor community.
Ms. Kuntz earned her undergraduate degree from the University of Southern California, followed by an M.B.A.
at the University of California, Irvine.
Aktive Positionen von Tracy Ann Kuntz
| Unternehmen | Position | Beginn |
|---|---|---|
Townley Capital Management, Inc.
 Townley Capital Management, Inc. Investment ManagersFinance Townley Capital Management, Inc. provides financial advisory and asset management services. It invests in the public equity, fixed income, and commodities markets across the globe. The firm provides its services to individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and insurance companies. The company was founded by Wesley George McCain in 1971 and is headquartered in Laguna Hills, CA. | Präsident | - |
Ausbildung von Tracy Ann Kuntz
| University of Southern California | Undergraduate Degree |
| University of California, Irvine | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Townley Capital Management, Inc.
Townley Capital Management, Inc. Investment ManagersFinance Townley Capital Management, Inc. provides financial advisory and asset management services. It invests in the public equity, fixed income, and commodities markets across the globe. The firm provides its services to individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and insurance companies. The company was founded by Wesley George McCain in 1971 and is headquartered in Laguna Hills, CA. | Finance |
