![Karen McCue](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Karen McCue
Corporate Officer/Principal bei
CFA Institute
Profil
Karen McCue is the founder of Net Asset Management.
She is currently a member of CFA Institute and CFA Society of Los Angeles, Inc. Previously, she worked as Director-Institutional Client Services at NWQ Investment Management Co. LLC and as Executive Vice President-Family Office Services at Envestnet, Inc. Ms. McCue completed her undergraduate degree at the University of California, Los Angeles.
Aktive Positionen von Karen McCue
| Unternehmen | Position | Beginn |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of Los Angeles, Inc.
 CFA Society of Los Angeles, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a professional association for investment and finance professionals | Corporate Officer/Principal | 02.08.2010 |
Ehemalige bekannte Positionen von Karen McCue
| Unternehmen | Position | Ende |
|---|---|---|
Net Asset Management
 Net Asset Management Packaged SoftwareTechnology Services Provides web-based managed account technology to financial institutions and advisory firms | Gründer | 01.01.2004 |
NWQ Investment Management Co. LLC
 NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Corporate Officer/Principal | - |
| ENVESTNET, INC. | Corporate Officer/Principal | - |
Ausbildung von Karen McCue
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
100
+
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Net Asset Management
Net Asset Management Packaged SoftwareTechnology Services Provides web-based managed account technology to financial institutions and advisory firms | Technology Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of Los Angeles, Inc.
CFA Society of Los Angeles, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a professional association for investment and finance professionals | Commercial Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
