Cortney Cost is a portfolio advisor with Kraft Asset Management, LLC (KAM). In this role, she assists the KAM wealth advisors with the management of client relationships and portfolios. Cortney actively participates in the advanced planning process to address retirement, estate and tax considerations. She then uses this information for investment plan development, portfolio design and the implementation and management of client portfolios.
Cortney has more than eleven years of experience in financial services. Before joining KAM, she served for three years as an associate client consultant at an investment management firm in Columbus, Ohio, where she supported three client consultants with $3 billion in assets under management.
Financial Industry Regulatory Authority (FINRA) Series 65 License
B.S., Business & Economics, Magna Cum Laude, University of Kentucky