Dede (Ferry) Kalt, Cfa, Cfp®

Dede (Ferry) Kalt, Cfa, Cfp® Email and Phone Number

Vice President, Senior Wealth Advisor @ GatePass Capital
Cleveland, OH, US
Dede (Ferry) Kalt, Cfa, Cfp®'s Location
Greater Cleveland, United States
About Dede (Ferry) Kalt, Cfa, Cfp®

Dede Kalt is a Lead Portfolio Strategist at CBIZ Investment Advisory Services, where she specializes in portfolio construction, manager research, cash flow modeling, and financial planning for a diverse range of clients, including individuals, corporations, and not-for-profits. Based in Cleveland, Ohio, Dede holds a Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP®), is a registered investment representative and has her Ohio Life License. She graduated cum laude with a Bachelor of Science in Finance and a minor in Accounting from the University of Dayton. Dede’s professional journey is marked by a strong educational foundation and a dedication to delivering tailored solutions with high touch service to her clients.

Dede (Ferry) Kalt, Cfa, Cfp®'s Current Company Details
GatePass Capital

Gatepass Capital

View
Vice President, Senior Wealth Advisor
Cleveland, OH, US
Website:
gatepass.capital
Employees:
6
Dede (Ferry) Kalt, Cfa, Cfp® Work Experience Details
  • Gatepass Capital
    Vice President, Senior Wealth Advisor
    Gatepass Capital
    Cleveland, Oh, Us
  • Cbiz
    Portfolio Strategist
    Cbiz Jun 2018 - Present
    Cleveland/Akron, Ohio Area
  • Cbiz Retirement Plan Services
    Investment Consultant
    Cbiz Retirement Plan Services Aug 2015 - Jun 2018
  • Davis Center For Portfolio Management
    Economic Analysis Team Member
    Davis Center For Portfolio Management Aug 2012 - May 2015
    Economic Analysis Team Member of the University of Dayton's Flyer Investments Fund, a $20million student-managed large cap equity fund featured in the University's endowment lineup.
  • Davis Center For Portfolio Management
    Intern
    Davis Center For Portfolio Management Nov 2011 - Aug 2012
  • Akzonobel
    Plant Associate
    Akzonobel Jul 2012 - Aug 2012
  • Telefast Industries
    Administrative Assistant
    Telefast Industries Jun 2009 - Aug 2012
  • Study Abroad
    Student
    Study Abroad May 2012 - Jul 2012
    Rome Area, Italy

Dede (Ferry) Kalt, Cfa, Cfp® Education Details

Frequently Asked Questions about Dede (Ferry) Kalt, Cfa, Cfp®

What company does Dede (Ferry) Kalt, Cfa, Cfp® work for?

Dede (Ferry) Kalt, Cfa, Cfp® works for Gatepass Capital

What is Dede (Ferry) Kalt, Cfa, Cfp®'s role at the current company?

Dede (Ferry) Kalt, Cfa, Cfp®'s current role is Vice President, Senior Wealth Advisor.

What schools did Dede (Ferry) Kalt, Cfa, Cfp® attend?

Dede (Ferry) Kalt, Cfa, Cfp® attended University Of Dayton, Magnificat High School.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.