Katie Edwards
Portfolio Manager-Equities at Plante Moran Financial Advisors LLC
Profile
Ms. Kathryn M.
Edwards is a Principal at Plante Moran Financial Advisors LLC.
Her specialties include personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.
She received a B.S.
in finance from the University of Dayton.
Katie Edwards active positions
| Companies | Position | Start |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Portfolio Manager-Equities | 31/07/2008 |
Training of Katie Edwards
| University of Dayton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
- Stock Market
- Insiders
- Katie Edwards
