Founder, Chief Investment Officer
Current
Jan 2019 - Present
AeroLeads people directory · profile
Vern Cushenbery, Cfa, Cpa Email & Phone Number
Founder, Chief Investment Officer
at
GoalPath Solutions, LLC
1 work email found
@ole.com
1 phone found area 913
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Chief Investment Officer
Location
Overland Park, Kansas, United States
Who is Vern Cushenbery, Cfa, Cpa? Overview
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Quick answer
Vern Cushenbery, Cfa, Cpa is listed as Founder, Chief Investment Officer at GoalPath Solutions, LLC, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at ole.com, phone signal with area code 913, and a matched LinkedIn profile for Vern Cushenbery, Cfa, Cpa.
Vern Cushenbery, Cfa, Cpa previously worked as Chief Investment Officer; Managing Member at Two West and Adjunct Professor of Finance & Accounting (Master's Program) at Umkc. Vern Cushenbery, Cfa, Cpa holds Msa, Masters Of Science In Accounting from University Of Missouri-Kansas City.
Company email context
Email format at GoalPath Solutions, LLC
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*@ole.com
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AeroLeads found 1 current-domain work email signal for Vern Cushenbery, Cfa, Cpa. Compare company email patterns before reaching out.
Profile bio
About Vern Cushenbery, Cfa, Cpa
Dedicated to creating positive financial outcomes for retirees and other investors seeking the security of a sound financial plan that encompasses all of life's goals including education, tax planning, estate planning, medical, legacy, charitable giving, etc.Vern has more than 20 years of experience in portfolio management and research. In 2007, he founded CUSH Capital Management and was recognized by Morningstar in 2011 for successfully shepherding client assets through the worst recession of our lifetimes. Prior to founding CUSH Capital, he served as Chief Investment Officer with Legacy Investment Management, and was formerly with Kornitzer Capital Management and DeMarche & Associates.As a way to give back to the community Vern serves as an Adjunct Professor of Accounting and Finance for the University of Missouri at Kansas City. Vern is a CFA Charterholder and Certified Public Accountant. He holds an MBA and a Masters of Accountancy degree from the University of Missouri at Kansas City, and a BS in Finance from Kansas State. As the Chief Investment Officer for Two West, Vern leads the firm’s investment committee in the implementation of our evidenced based investment philosophy. This approach draws heavily on academic research and widely recognized empirical studies that have been show to add value over meaningful periods of time (decades, not years). He is well-versed in Modern Portfolio Theory and has developed a strong foundation in post-modern behavioral finance and Socially Responsible Investing.
Listed skills include Investments, Portfolio Management, Finance, Financial Analysis, and 19 others.
Current workplace
Vern Cushenbery, Cfa, Cpa's current company
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9 roles
Vern Cushenbery, Cfa, Cpa work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer; Managing Member
Adjunct Professor Of Finance & Accounting (Master'S Program)
Masters Level - Financial Statement Analysis
Adjunct Instructor: Accounting And Finance
Nov 2013 - Aug 2017
Founder, Owner, Portfolio Manager
Sep 2008 - Dec 2014
Chief Investment Officer
Legacy Investment Management, Llc
As Chief Investment Officer of Legacy Investment Management I was one of three founders who worked to establish Legacy as a premier portfolio management and research firm. As a part of setting up Legacy (which was later re-branded and became CUSH Capital Management), I was involved in all functional areas of running a small business. These included.
Nov 2007 - Dec 2008
Equity Analysis And Research
Conducted intensive research and valuation analysis on publicly traded equities and fixed income investment opportunities. This included bottom up fundamental analysis; financial modeling to evaluate historic information; generating earnings projections; focus on business model dynamics, financial performance, competitive industry placement, quality of.
Jul 2005 - Oct 2007
Sr. Research Analyst / Investment Analyst
Demarche & Associates
Utilized DeMarche’s proprietary quantitative factor model as foundation for family of products designed to deliver short-term, intermediate, and long-term investment advice to clients. This included company specific analysis, as well as expected future returns by industry, market capitalization, value/growth and aggressive/defensive characteristics. As an.
Aug 2002 - Jul 2005
Sr. Financial Analyst
Mergers & Acquisitions: Delivered presentations and advised senior management as a member of a small team of four professionals comprising Sprint’s wireless M&A group. Managed and coordinated projects utilizing techniques such as discounted cash flow, sum of the parts valuation, multiple analysis, and other forecasting measures. Responsible for identifying.
Jun 1998 - Aug 2002
3 education records
Vern Cushenbery, Cfa, Cpa education
Msa, Masters Of Science In Accounting
University Of Missouri-Kansas City
Mba, Masters In Business
University Of Missouri-Kansas City
Bs, Finance
Kansas State University
FAQ
Frequently asked questions about Vern Cushenbery, Cfa, Cpa
Quick answers generated from the profile data available on this page.
What company does Vern Cushenbery, Cfa, Cpa work for?
Vern Cushenbery, Cfa, Cpa works for GoalPath Solutions, LLC.
What is Vern Cushenbery, Cfa, Cpa's role at GoalPath Solutions, LLC?
Vern Cushenbery, Cfa, Cpa is listed as Founder, Chief Investment Officer at GoalPath Solutions, LLC.
What is Vern Cushenbery, Cfa, Cpa's email address?
AeroLeads has found 1 work email signal at @ole.com for Vern Cushenbery, Cfa, Cpa at GoalPath Solutions, LLC.
What is Vern Cushenbery, Cfa, Cpa's phone number?
AeroLeads has found 1 phone signal(s) with area code 913 for Vern Cushenbery, Cfa, Cpa at GoalPath Solutions, LLC.
Where is Vern Cushenbery, Cfa, Cpa based?
Vern Cushenbery, Cfa, Cpa is based in Overland Park, Kansas, United States while working with GoalPath Solutions, LLC.
What companies has Vern Cushenbery, Cfa, Cpa worked for?
Vern Cushenbery, Cfa, Cpa has worked for Goalpath Solutions, Llc, Two West, Umkc, Baker University, and Cush Capital Management, Llc.
How can I contact Vern Cushenbery, Cfa, Cpa?
You can use AeroLeads to view verified contact signals for Vern Cushenbery, Cfa, Cpa at GoalPath Solutions, LLC, including work email, phone, and LinkedIn data when available.
What schools did Vern Cushenbery, Cfa, Cpa attend?
Vern Cushenbery, Cfa, Cpa holds Msa, Masters Of Science In Accounting from University Of Missouri-Kansas City.
What skills is Vern Cushenbery, Cfa, Cpa known for?
Vern Cushenbery, Cfa, Cpa is listed with skills including Investments, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Wealth Management, Equities, and Mergers And Acquisitions.
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