Karen A. Morrison

Finance

Consumer Services

Profile

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.

Former positions of Karen A. Morrison

Companies	Position	End
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	30/12/2008

See the detail of Karen A. Morrison's experience

Training of Karen A. Morrison

Texas A&M University

Undergraduate Degree

Experiences
Positions held

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Private companies