Profile
Ms. Marcia A.
Koory, CFA, is a Portfolio Manager & Research Manager at Pflug Koory LLC.
She has over 25 years of experience in the investment industry.
With her extensive investment background, she launched her own practice in 1998 and then subsequently integrated it with Pflug Investment Management in 2000.
Ms. Koory was previously employed as a Portfolio Manager by The First National Bank of Omaha (Investment Management) and an Investment Analyst & Portfolio Manager by Kirkpatrick, Pettis, Smith, Polian Inc.
She received her undergraduate degree from the University of Nebraska.
Marcia Ann Koory active positions
Companies | Position | Start |
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Pflug Koory LLC
Pflug Koory LLC Investment ManagersFinance Pflug Koory LLC is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2000 through the merger of Pflug Investment Management, Inc. and Summit Value Investment Counsel LLC. Pflug Koory provides investment management services to individuals, businesses, trusts, charitable foundations, and retirement plans. | Analyst-Equity | 2000-08-31 |
Former positions of Marcia Ann Koory
Companies | Position | End |
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The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Portfolio Manager-Equities | - |
Kirkpatrick, Pettis, Smith, Polian Inc. | Analyst-Equity | - |
Training of Marcia Ann Koory
University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Pflug Koory LLC
Pflug Koory LLC Investment ManagersFinance Pflug Koory LLC is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2000 through the merger of Pflug Investment Management, Inc. and Summit Value Investment Counsel LLC. Pflug Koory provides investment management services to individuals, businesses, trusts, charitable foundations, and retirement plans. | Finance |
Kirkpatrick, Pettis, Smith, Polian Inc. | Finance |
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