Karen McCue

Corporate Officer/Principal at

CFA Institute

71 year

99 connections

Technology Services

Commercial Services

Finance

Profile

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.

Karen McCue active positions

Companies	Position	Start
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	01/08/2010

All active positions of Karen McCue

Former positions of Karen McCue

Companies	Position	End
Net Asset Management Net Asset Management Packaged SoftwareTechnology Services Provides web-based managed account technology to financial institutions and advisory firms	Founder	31/12/2003
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	-

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Linked companies

Private companies	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