Karen McCue

Corporate Officer/Principal at CFA Institute

69 year

Technology Services

Consumer Services

Commercial Services

Profile

Karen McCue is the founder of Net Asset Management.
She is currently a member of CFA Institute and CFA Society of Los Angeles, Inc. Previously, she worked as Director-Institutional Client Services at NWQ Investment Management Co. LLC and as Executive Vice President-Family Office Services at Envestnet, Inc. Ms. McCue completed her undergraduate degree at the University of California, Los Angeles.

Karen McCue active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Corporate Officer/Principal	-
CFA Society of Los Angeles, Inc.	Corporate Officer/Principal	2010-08-01

All active positions of Karen McCue

Former positions of Karen McCue

Companies	Position	End
Net Asset Management Net Asset Management Packaged SoftwareTechnology Services Net Asset Management provides web-based managed account technology to financial institutions and advisory firms.	Founder	2003-12-31
NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.	Corporate Officer/Principal	-
ENVESTNET, INC.	Corporate Officer/Principal	-

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Training of Karen McCue

University of California, Los Angeles

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies	1
ENVESTNET, INC.	Technology Services

Private companies	4
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Commercial Services
NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.	Finance
CFA Society of Los Angeles, Inc.
Net Asset Management Net Asset Management Packaged SoftwareTechnology Services Net Asset Management provides web-based managed account technology to financial institutions and advisory firms.	Technology Services

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