Profile
Kathryn C.
McNeely currently works at Journey Advisory Group LLC, as Director of Operations.
Kathryn C. McNeely active positions
Companies | Position | Start |
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Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Chief Operating Officer | - |
Experiences
Positions held
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1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 1 |
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Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Finance |
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- Kathryn C. McNeely