Kathleen Marie Valleau
Portfolio Manager-Equities at ShankerValleau Wealth Advisors, Inc.
Profile
Ms. Kathleen M.
Valleau is a Financial Planner at ShankerValleau Wealth Advisors, Inc.
She holds a Certificate in Financial Planning from Northwestern University and Bachelor of Science degrees in both Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Kathleen Marie Valleau active positions
| Companies | Position | Start |
|---|---|---|
ShankerValleau Wealth Advisors, Inc.
 ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Portfolio Manager-Equities | 2019-03-31 |
Training of Kathleen Marie Valleau
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Finance |
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