Profile
Ms. Kathleen S.
Pederson is Vice President of Wealth Advisory at Jacobus Wealth Management, Inc.
Ms. Pederson was previously employed as Financial Advisor by Merrill Lynch & Co., Inc. She also worked for International Business Machines Corp.
She received her Bachelor of Science degree in Education from the University of Wisconsin, Madison and her MBA from the University of Wisconsin, Milwaukee - Sheldon B.
Lubar School of Business.
Former positions of Kathy Pederson
| Companies | Position | End |
|---|---|---|
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Investment Committee Member | 29/11/2017 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| IBM | Corporate Officer/Principal | - |
Training of Kathy Pederson
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| IBM | Technology Services |
| Private companies | 2 |
|---|---|
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
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