Karen Ann Cassidy

Treasurer & Managing Director at Morgan Stanley Investment Management, Inc.

Karen Ann Cassidy

Karen Ann Cassidy

Treasurer & Managing Director at Morgan Stanley Investment Management, Inc.

Overview
RelSci Relationships

326

Number of Boards

3

Relationships
RelSci Relationships are individuals Karen Ann Cassidy likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Retail Distribution at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Vice President & Treasurer at TD Ameritrade Investment Management, LLC

Relationship likelihood: Strong

Managing Director, Finance at TD Ameritrade, Inc.

Relationship likelihood: Strong

Board of Managers Member at TD Ameritrade Investment Management, LLC

Relationship likelihood: Strong

President & Director at RPTC, Inc.

Relationship likelihood: Strong

In-House Counsel at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Former President, Retail Distribution at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Founder, Chairman at WMS Partners LLC

Relationship likelihood: Strong

Treasurer/Assistant Secretary/Manager at PFM Asset Management LLC

Relationship likelihood: Strong

Co-Founder & Managing Director at EP Wealth Advisors LLC

Relationship likelihood: Strong

Paths to Karen Ann Cassidy
Potential Connections via
Relationship Science
You
Karen Ann Cassidy
Treasurer & Managing Director at Morgan Stanley Investment Management, Inc.
Career History
Treasurer & Managing Director
2012 - ?

Morgan Stanley Investment Management strives to provide outstanding long-term investment performance and best-in-class service to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Our global structure leverages the breadth, depth and access of the Morgan Stanley franchise to provide our clients a comprehensive suite of investment management solutions.

Boards & Committees
Member, Board of Directors
2015 - Current

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

Treasurer
2015 - ?

TDAIM provides a variety of goal-planning and advisory services to their clients. The TD Ameritrade Investment Management Core Mutual Fund, Core ETF, Supplemental Income, Opportunistic, and Managed Risk Portfolios services, with asset allocation involving ETFs or mutual funds, along with cash and cash alternatives, are provided only on a discretionary basis (referred to as the Selective Portfolios). The Essential Portfolios use ETFs for investors seeking a primarily online basic asset allocation discretionary service. TDAIM has retained Morningstar Investment Management to provide asset allocation and security selection of the portfolios.

Treasurer
2015 - ?

TradeWise Advisors, Inc., a subsidiary of TD Ameritrade Holding Corp., is a company headquartered in Chicago, IL. The firm provides investment advice.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Karen Ann Cassidy. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Karen Ann Cassidy's profile does not indicate a business or promotional relationship of any kind between RelSci and Karen Ann Cassidy.