Cat Kirkland

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Finance

Consumer Services

Profile

Catherine A. Kirkland worked as a Portfolio Analyst at Chas.
P.
Smith & Associates, PA, CPAs from 2020 to 2023.
She obtained an undergraduate degree from Florida Southern College in 2020.

Former positions of Cat Kirkland

Companies	Position	End
Chas. P. Smith & Associates, PA, CPAs Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s.	Analyst-Equity	31/08/2023

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Training of Cat Kirkland

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Private companies	2
Chas. P. Smith & Associates, PA, CPAs Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s.	Finance
Florida Southern College Florida Southern College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance