Profile
Ms. Laurie R.
Itkin is Financial Advisor & Portfolio Manager at Coastwise Capital Group LLC.
Ms. Itkin began her financial career in 1989 when she worked as an options trading assistant for O'Connor & Associates, a former market-maker on the Chicago Board Options Exchange.
In addition, she worked as a financial analyst in her early 20's before embarking on a public policy and government relations career.
She has over two decades of investing experience.
She received her Bachelor of Science degree in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania and holds the Series 65 investment advisor license.
Laurie Rachel Itkin active positions
| Companies | Position | Start |
|---|---|---|
Coastwise Capital Group LLC
 Coastwise Capital Group LLC Investment ManagersFinance Coastwise Capital Group LLC is an independent registered investment advisor headquartered in La Jolla, California. It was founded by Scott G. Kyle in 2006. The firm provides investment services and expertise to affluent individuals, families, and institutions. | Portfolio Manager-Equities | 31/10/2012 |
Experiences
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1st degree connections
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Coastwise Capital Group LLC
Coastwise Capital Group LLC Investment ManagersFinance Coastwise Capital Group LLC is an independent registered investment advisor headquartered in La Jolla, California. It was founded by Scott G. Kyle in 2006. The firm provides investment services and expertise to affluent individuals, families, and institutions. | Finance |
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- Laurie Rachel Itkin
