Emily Tierney Petty
Portfolio Manager-Aktien bei Windward Private Wealth Management, Inc.
Profil
Ms. Emily T.
Petty is a Wealth Manager at Windward Private Wealth Management, Inc. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
She received her B.S., Psychology and M.S., Personal Financial Planning degree from Kansas State University.
Aktive Positionen von Emily Tierney Petty
| Unternehmen | Position | Beginn |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.06.2010 |
Ausbildung von Emily Tierney Petty
| Kansas State University | Graduate 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 |
|---|---|
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Finance |
