Cortney Cost, CFP®

Associate Wealth Advisor & Chief Compliance Officer


Cortney Cost is an associate wealth 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 also serves as KAM’s chief compliance officer and is responsible for overseeing and managing all company policies, procedures, products and services to make sure they are compliant with regulatory requirements.

Cortney has more than fourteen 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.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 65 License
CERTIFIED FINANCIAL PLANNER™ Professional

Professional and Community Service

Financial Planning Association, Member
Historic Nashville, Inc., Member

Education

B.S., Business & Economics, Magna Cum Laude, University of Kentucky