Anne Joelle Storsved
Analyst-Equity bij Cozad Asset Management, Inc.
Profiel
Ms. Anne J.
Storsved is a Director of Tax, Portfolio Manager & Investment Advisor at Cozad Asset Management, Inc. She is also a Portfolio Manager of the firm and joined in 1998.
She provides comprehensive financial planning, asset management and tax services for a variety of individual and corporate clients.
She is also responsible for Managed Tax Services LLC, a wholly owned subsidiary that provides tax and accounting services to individuals and companies.
She serves on the Investment Committee and, in this capacity, specializes in researching and evaluating investments.
She is also a registered representative of M Holdings Securities, Inc.
Prior to joining Cozad, she worked in the tax department of a Central Illinois CPA firm.
Ms. Storsved graduated with distinction from Indiana University in 1991 with a Bachelor of Science in Business.
While at Indiana University, she was captain of the women’s swim team for two seasons.
She received a Master of Science in Kinesiology from the University of Illinois in 1992.
She is a Certified Financial Planner and a licensed Certified Public Accountant in the state of Illinois.
In 2006, she earned the Chartered Financial Analyst designation.
She holds an insurance license.
Actieve functies van Anne Joelle Storsved
Bedrijven | Functie | Begin |
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Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Analyst-Equity | 01-01-1998 |
Opleiding van Anne Joelle Storsved
Indiana University | Undergraduate Degree |
University of Illinois | Graduate Degree |
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Bedrijven in privébezit | 1 |
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Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Finance |