Kristin V. Dunlevy
Profile
Kristin V.
Dunlevy worked as a Senior Qualified Plan Consultant at ARGI Investment Services LLC from 2013 to 2015.
She obtained an undergraduate degree from the University of Louisville.
Former positions of Kristin V. Dunlevy
| Companies | Position | End |
|---|---|---|
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Portfolio Manager-Equities | 2015-03-31 |
Training of Kristin V. Dunlevy
| University of Louisville | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
- Stock Market
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- Kristin V. Dunlevy
