Katherine A. Bergen
Corporate Officer/Principal at CenterSquare Investment Management Holdings, Inc.
Katherine A. Bergen active positions
Companies | Position | Start | End |
---|---|---|---|
CenterSquare Investment Management Holdings, Inc.
CenterSquare Investment Management Holdings, Inc. Investment ManagersFinance CenterSquare Investment Management Holdings, Inc. operates as real asset investment. The firm provides real asset investment management services to institutional investors through private equity investments, real estate securities, infrastructure securities, and real estate debt investments. The company was founded in 1987 and is headquartered in Plymouth Meeting, PA. | Corporate Officer/Principal | - | - |
Career history of Katherine A. Bergen
Former positions of Katherine A. Bergen
Companies | Position | Start | End |
---|---|---|---|
Clarion Advisors, Inc.
Clarion Advisors, Inc. Investment ManagersFinance The American company specializes in fee-based investment management and financial planning services, including retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning. The private company helps families achieve their financial goals by creating customized solutions from thousands of available investment choices. The company's fee-only, zero commission, asset management program is not tied to any single investment product or company. The company encourages and educate families to achieve financial freedom by organizing and simplifying their financial life. The company works with clients to create a financial plan that includes investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process, and it takes a team to ensure a solid plan built on a firm foundation. Clarion Advisors, Inc. is committed to helping and educating clients on their path to financial peace. | Corporate Officer/Principal | - | - |
Training of Katherine A. Bergen
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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CenterSquare Investment Management Holdings, Inc.
CenterSquare Investment Management Holdings, Inc. Investment ManagersFinance CenterSquare Investment Management Holdings, Inc. operates as real asset investment. The firm provides real asset investment management services to institutional investors through private equity investments, real estate securities, infrastructure securities, and real estate debt investments. The company was founded in 1987 and is headquartered in Plymouth Meeting, PA. | Finance |
Clarion Advisors, Inc.
Clarion Advisors, Inc. Investment ManagersFinance The American company specializes in fee-based investment management and financial planning services, including retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning. The private company helps families achieve their financial goals by creating customized solutions from thousands of available investment choices. The company's fee-only, zero commission, asset management program is not tied to any single investment product or company. The company encourages and educate families to achieve financial freedom by organizing and simplifying their financial life. The company works with clients to create a financial plan that includes investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process, and it takes a team to ensure a solid plan built on a firm foundation. Clarion Advisors, Inc. is committed to helping and educating clients on their path to financial peace. | Finance |
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