Kalen Holliday has more than a decade of experience promoting financial services and technology companies. Prior to joining Covestor, Kalen handled communications for several companies, including AllianceBernstein, John Nuveen and MortgageIT, an online lender acquired by Deutsche Bank. Earlier in her career, Kalen was Editor of the Investment Products section at American Banker and freelanced for Bond Buyer, Community Banker, Investor’s Business Daily, Registered Rep, and The Wall Street Journal. She earned an MS in Journalism from Northwestern University and a BA from Georgetown University. She holds a FINRA Series 6 license.
Nine of the new models are managed by registered investment advisors and six are run by individual investors. Check out details.
To kick off 2012, we hosted a series of events, starting with live "portfolio positioning" events in Manhattan and Tarrytown, NY. You can join our next event from any PC.