Karen A. Morrison
Keine laufenden Positionen mehr
Profil
Ms. Karen A.
Morrison is Operations Manager at Madison Investment Holdings, Inc. Prior to joining MCA, Ms. Morrison was with the Madison boutique firm Holt-Smith & Yates (an HNW and Institutional large-cap growth management shop) in operations, technology, trading, and management roles, helping the firm grow from $700 million in assets under management to more than $1.8 billion at its peak.
Previously, she held positions at Holt-Smith & Yates as an Assistant Portfolio Manager and Financial Advisor, maintaining asset allocations and performing trades for clients.
Prior to that, she was a Financial Advisor with AXA Financial Advisors.
Ms. Morrison earned a Bachelor’s Degree in foreign languages from Texas A&M University and is FINRA registered.
Ehemalige bekannte Positionen von Karen A. Morrison
| Unternehmen | Position | Ende |
|---|---|---|
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Trading-Equity | 31.12.2008 |
Ausbildung von Karen A. Morrison
| Texas A&M University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Finance |
