Karrie Southall
Director/Board Member at Connor's Heroes Foundation
Profile
Prior to joining Riverfront in June 2008, Ms. Southall joined Wachovia Securities in 1999 as a Financial Advisor for a six-member Wealth Management team.
She began working with the Wachovia Compass Advisory Portfolios in 2004 and her primary role was marketing of the portfolios and disseminating market information to the field.
Ms. Southall received a BA in economics and Spanish from the University of Virginia as well as an MBA from the University of Richmond.
She also holds the designation of Accredited Asset Management Specialist from the College for Financial Planning.
Karrie Southall active positions
| Companies | Position | Start |
|---|---|---|
| Connor's Heroes Foundation | Director/Board Member | - |
Former positions of Karrie Southall
| Companies | Position | End |
|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
RiverFront Investment Group LLC
 RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Trading-Equity | - |
Training of Karrie Southall
| University of Virginia | Undergraduate Degree |
| University of Richmond | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
RiverFront Investment Group LLC
RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Connor's Heroes Foundation |
- Stock Market
- Insiders
- Karrie Southall
