![Kim Custer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Kimberly J.
Custer is Managing Director & Chief Portfolio Strategist at Canterbury Investment Management LLC.
She oversees and coordinates all aspects of firm's investment strategy.
She is responsible for the coordination of our investment strategy with each client's investment objectives and the timely execution of all portfolio adjustments.
She is a member of the Market Technician's Association.
She has over 16 years experience in operations, securities analysis and portfolio management.
She co-founded the firm in 2003.
Ms. Custer began her career in the financial services industry with a New York Stock Exchange firm.
She later joined Smith Barney’s Portfolio Management Group.
During that time she and PMG's Senior Portfolio Management Director worked together to manage portfolios for big net worth clients.
She earned a bachelor’s degree in financial counseling and planning from Purdue University, where she completed all of the prerequisites for the Certified Financial Planner designation.
She earned her Chartered Market Technician designation which is the premier designation in technical market analysis.
She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado.
Aktive Positionen von Kim Custer
Unternehmen | Position | Beginn |
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Canterbury Investment Management LLC
![]() Canterbury Investment Management LLC Investment ManagersFinance Canterbury Investment Management LLC (Canterbury) is a SEC-registered investment advisor headquartered in Zionsville, Indiana. The firm was founded by Thomas Hardin and Kimberly Custer in 2003. They are a subsidiary of Canterbury Financial Group LLC. Canterbury offers individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. | Gründer | 01.01.2003 |
Ehemalige bekannte Positionen von Kim Custer
Unternehmen | Position | Ende |
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New York Stock Exchange
![]() New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Corporate Officer/Principal | - |
Ausbildung von Kim Custer
Purdue University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 2 |
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Canterbury Investment Management LLC
![]() Canterbury Investment Management LLC Investment ManagersFinance Canterbury Investment Management LLC (Canterbury) is a SEC-registered investment advisor headquartered in Zionsville, Indiana. The firm was founded by Thomas Hardin and Kimberly Custer in 2003. They are a subsidiary of Canterbury Financial Group LLC. Canterbury offers individuals, financial advisers, institutional investors, and retirement professionals an innovative approach to money management. | Finance |
New York Stock Exchange
![]() New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Finance |