Secretary · Kaufman Hall Investment Management
Britt A. Cesarone
CRD 2427750 · Named on Form ADV at one SEC-registered adviser
At a glance
Kaufman Hall Investment Management, an SEC-registered asset manager based in Brentwood, TN with $2.8 billion in regulatory assets, lists Britt A. Cesarone on its Form ADV as Secretary, a control person.
Firms and roles
- Kaufman Hall Investment ManagementSecretaryAsset manager · Brentwood, TN · $2.8B in regulatory assets
AtlasMembers
Britt’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Robert N. TurnerManager & President, Kaufman Hall Investment Management
- Valerie L. WitmerChief Compliance Officer, Kaufman Hall Investment Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Britt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.