Elected Manager of Sole Member · CS McKee
Dana A. Kurttila
CRD 4570429 · Named on Form ADV at 4 SEC-registered advisers
At a glance
CS McKee, an SEC-registered asset manager based in Warrendale, PA with $11.7 billion in regulatory assets, lists Dana A. Kurttila on its Form ADV as Elected Manager of Sole Member, a control person. The SEC filings also name Dana at 3 other registered advisers.
Firms and roles
- CS McKeeElected Manager of Sole MemberAsset manager · Warrendale, PA · $12B in regulatory assets
- Kennedy Capital ManagementElected Manager Azimut NSI LLCAsset manager · St Louis, MO · $5.0B in regulatory assets
- North Square Investments, LLCElected Manager of Sole MemberAsset manager · Chicago, IL · $3.2B in regulatory assets
- Soltis Investment Advisors, LLCDirectorWealth manager · St. George, UT · $12B in regulatory assets
AtlasMembers
Dana’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 each firm
- 4 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (30)
- Bradley W. CoxChief Financial Officer, CS McKee
- Alan E. MolotskyChief Legal Officer, CS McKee
- Mark D. GoodwinChairman, CS McKee
- Ulf A. SkreppenChief Operating Officer and Chief Compliance Officer, CS McKee
- Brian S. AllenChief Investment Officer, CS McKee
25 more people named with Dana on the same filings, with titles and firms. Free in Atlas with a free account.
See all 30 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.