Profile
Ms. Katie A.
Flanagan is a Financial Advisor at Kovitz Investment Group LLC.
Ms. Flanagan joined Kovitz Investment Group in June 2011 and works closely with financial advisors on client service.
Prior to joining Kovitz, she was a Relationship Associate at Credit Suisse in the Family Wealth Management Group where she focused on providing assistance with the comprehensive wealth planning needs of several high net worth family groups.
Ms. Flanagan received her Bachelor of Science degree in Business Administration from Fordham University in 2006.
Former positions of Katie A. Flanagan
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Northern Trust Bank of California NA
 Northern Trust Bank of California NA Major BanksFinance Northern Trust Bank of California NA engages as a full service bank. It accepts deposits, makes loans, and provides other services for the public. The company is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 2007-06-29 |
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Corporate Officer/Principal | - |
Training of Katie A. Flanagan
| Fordham University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Northern Trust Bank of California NA
Northern Trust Bank of California NA Major BanksFinance Northern Trust Bank of California NA engages as a full service bank. It accepts deposits, makes loans, and provides other services for the public. The company is headquartered in Los Angeles, CA. | Finance |
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