Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 7/19/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Tracy Kuntz

Wrong Tracy Kuntz?

President and Chief Compliance Of...

Phone: (800) ***-****  HQ Phone
Local Address: New York, New York, United States
Towneley Capital Management , Inc.
23197 La Cadena Drive Suite 103
Laguna Hills, California 92653
United States

Company Description: Towneley Capital Management offers investment counseling, asset management, fiduciary and financial planning services on a fee-only basis to institutions,...   more
Background

Employment History

  • President, Towneley Capital Management
    Inc...

Board Memberships and Affiliations

Education

  • M.B.A.
    University of California , Irvine
  • undergraduate degree
    University of Southern California
  • B.S.
    University of Southern California
  • BS degree
    University of Southern California
  • MBA
    University of California , Irvine
7 Total References
Web References
Towneley Capital Management, Inc - Towneley Team
www.towneley.com, 7 June 2014 [cached]
Tracy Kuntz, President, Chief Compliance Officer
...
Tracy Kuntz, M.B.A., CFP®- President and Chief Compliance Officer With Towneley since 1985, Ms. Kuntz directs the management of all client portfolios and relations, company operations, compliance and marketing. Towneley's institutional clients have long benefited from her expertise in fiduciary solutions. With a special interest in stewardship, Ms. Kuntz has also had personal experience serving on non-profit organizations' boards. An active member of the Investment Management Consultants Association and she has been a CERTIFIED FINANCIAL PLANNERTM for over 20 years. She is a member of the Financial Planning Association and is active in its Orange County Chapter. Ms. Kuntz is a member of the TD Ameritrade Institutional Advisor Panel, a group of select independent investment advisors that advise TD Ameritrade Institutional on issues relevant to the independent advisor community. Ms. Kuntz earned her undergraduate degree from the University of Southern California, followed by an M.B.A. at the University of California, Irvine.
Women's Leadership Exchange - New Women's Network Directory
www.womensleadershipexchange.com, 11 Aug 2005 [cached]
Tracy Kuntz, President, Towneley Capital Management, Inc....
Tracy A. Kuntz, President ...
www.wealthmanagerweb.com, 22 Aug 2010 [cached]
Tracy A. Kuntz, President
Towneley Staff
www.towneley.com, 15 Dec 2000 [cached]
Tracy Thatcher Kuntz, CFP is a Vice President and MMFP Portfolio Manager.In addition to overseeing all MMFP and private client portfolios, Ms. Kuntz directs all office operations, client relations and marketing activities.Ms. Kuntz holds an MBA from the University of California, Irvine and a BS degree from the University of Southern California.She is a member of The Financial Planning Association of Orange County and is a member of the Investment Management Consultants Association (IMCA).She has been with Towneley since 1985.
ESPlanner Financial Planners
www.esplanner.com, 6 June 2001 [cached]
Tracy A. Kuntz, MBA, CFP, Towneley Capital Management, Inc., 23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653, (949) 837-3580, www.towneley.com
Other People with the name "Kuntz":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304