Emily Tierney Petty

Portfolio Manager-Equities at

Windward Private Wealth Management, Inc.

Consumer Services

Finance

Profile

Ms. Emily T.
Petty is a Wealth Manager at Windward Private Wealth Management, Inc. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
She received her B.S., Psychology and M.S., Personal Financial Planning degree from Kansas State University.

Emily Tierney Petty active positions

Companies	Position	Start
Windward Private Wealth Management, Inc. Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client.	Portfolio Manager-Equities	2010-05-31

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Private companies	2
Kansas State University Kansas State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Windward Private Wealth Management, Inc. Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client.	Finance

Private companies