Kathleen A. Lakritz, CFA, CFP®

Lakritz-Kathy

Investment Manager, Milwaukee
414-465-5557 (Direct)
888-556-5580
kathy.lakritz@schencksc.com

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Profile

Kathy brings over 25 years of investment experience to the Schenck Investment Solutions team. She spent 18 years at a large Midwest bank and trust organization, where she managed portfolios for personal trusts, individual retirement accounts, pension plans and foundations. Kathy also served as a portfolio manager for an investment consulting firm in Milwaukee and 6 years at another Milwaukee investment advisory firm where she served as relationship manager and investment manager. Kathy's experience has included making decisions on asset allocation, selecting appropriate investment vehicles to meet stated objectives, monitoring portfolio performance, research and analysis of individual securities and mutual funds, and delivering a high level of client service.

Areas of Specialization

Personal Investing
Managing Retirement Plan Assets
Portfolio Analysis
Asset Allocation
Security Review
Retirement Planning
Portfolio Construction

Education

University of Wisconsin - Oshkosh, BBA

Professional Memberships

CFA Society of Milwaukee
Financial Planning Association