Corey F. Kennedy, CAIA

Vice President at Agecroft Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Credentials

  • Chartered Alternative Investment Analyst
    CAIA Association
    May, 2023
    - Sep, 2024
  • Series 63 - Uniform State Law Examination
    NASAA
    Mar, 2021
    - Sep, 2024
  • Series 7 - General Securities Representative
    FINRA
    Mar, 2021
    - Sep, 2024
  • SIE - Securities Industry Essentials
    FINRA
    Jan, 2021
    - Sep, 2024
  • Series 54 - Municipal Advisor Principal
    Municipal Securities Rulemaking Board
    Jan, 2021
    - Sep, 2024
  • Series 50 - Municipal Advisor Representative
    Municipal Securities Rulemaking Board
    Dec, 2020
    - Sep, 2024

Experience

  • Agecroft Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Jan 2022 - Present

    • Associate
      • Jan 2020 - Jan 2022

    • Intern
      • May 2018 - Jan 2020

  • OC Foundation
    • United States
    • Non-profit Organizations
    • Treasurer, Board Member
      • Feb 2023 - Present

Education

  • Wheaton College
    Bachelor of Arts - BA, Business and Economics
  • Northern Illinois University
    Accounting Track (Transferred), 3.96/4.00 GPA

Community

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