Vern Cushenbery, Cfa, Cpa

Vern Cushenbery, Cfa, Cpa Email and Phone Number

Founder at GoalPath Solutions, LLC @ GoalPath Solutions, LLC
Vern Cushenbery, Cfa, Cpa's Location
Overland Park, Kansas, United States, United States
Vern Cushenbery, Cfa, Cpa's Contact Details

Vern Cushenbery, Cfa, Cpa personal email

Vern Cushenbery, Cfa, Cpa phone numbers

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.

Vern Cushenbery, Cfa, Cpa's Current Company Details
GoalPath Solutions, LLC

Goalpath Solutions, Llc

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Founder at GoalPath Solutions, LLC
Vern Cushenbery, Cfa, Cpa Work Experience Details
  • Goalpath Solutions, Llc
    Founder, Chief Investment Officer
    Goalpath Solutions, Llc Jan 2019 - Present
    Overland Park, Kansas, Us
  • Two West
    Chief Investment Officer; Managing Member
    Two West Jan 2015 - Present
    Kansas City, Missouri, Us
  • Umkc
    Adjunct Professor Of Finance & Accounting (Master'S Program)
    Umkc Sep 2015 - Present
    Kansas City, Mo, Us
    Masters Level - Financial Statement Analysis
  • Baker University
    Adjunct Instructor: Accounting And Finance
    Baker University Nov 2013 - Aug 2017
    Baldwin City, Ks, Us
  • Cush Capital Management, Llc
    Founder, Owner, Portfolio Manager
    Cush Capital Management, Llc Sep 2008 - Dec 2014
  • Legacy Investment Management, Llc
    Chief Investment Officer
    Legacy Investment Management, Llc Nov 2007 - Dec 2008
    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: corporate structure, legal, regulatory compliance, sales, marketing, clients service, employee supervision, leadership, IT, research and portfolio management.
  • Kornitzer Capital Management, Inc.
    Equity Analysis And Research
    Kornitzer Capital Management, Inc. Jul 2005 - Oct 2007
    Mission, Kansas, Us
    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 company management, etc. Analysed market data to assess and describe current and long term trends. Kept up to date on market news to assist with creating the framework of the investment analysis.
  • Demarche & Associates
    Sr. Research Analyst / Investment Analyst
    Demarche & Associates Aug 2002 - Jul 2005
    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 Investment Analyst: responsible for extensive manager research for DeMarche’s defined benefit and defined contribution consulting business. Research included in-depth analysis of investment methodology, risk characteristics, performance analytics, management team, firm related issues and appropriateness for specific clients.
  • Sprint
    Sr. Financial Analyst
    Sprint Jun 1998 - Aug 2002
    Overland Park, Kansas, Us
    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 Economic Drivers behind industry consolidation on cross-functional team convened to deliver “state of the industry” forecast to senior executive staff. Corporate Strategy: initiated research and fundamental analysis on the wireless service provider space. Competitive analysis included benchmarking, forecasting, and analyzing industry trends, valuation metrics and other key financial ratios.

Vern Cushenbery, Cfa, Cpa Skills

Investments Portfolio Management Finance Financial Analysis Financial Modeling Wealth Management Equities Mergers And Acquisitions Investment Management Fixed Income Valuation Retirement Planning Due Diligence Strategic Financial Planning Financial Advisory Asset Management Financial Planning Asset Allocation Research Asset Managment Investment Strategies Analysis Estate Planning

Vern Cushenbery, Cfa, Cpa Education Details

  • University Of Missouri-Kansas City
    University Of Missouri-Kansas City
    Masters Of Science In Accounting
  • University Of Missouri-Kansas City
    University Of Missouri-Kansas City
    Masters In Business
  • Kansas State University
    Kansas State University
    Finance

Frequently Asked Questions about Vern Cushenbery, Cfa, Cpa

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 the current company?

Vern Cushenbery, Cfa, Cpa's current role is Founder at GoalPath Solutions, LLC.

What is Vern Cushenbery, Cfa, Cpa's email address?

Vern Cushenbery, Cfa, Cpa's email address is vc****@****ole.com

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Vern Cushenbery, Cfa, Cpa's direct phone number is (913) 825*****

What schools did Vern Cushenbery, Cfa, Cpa attend?

Vern Cushenbery, Cfa, Cpa attended University Of Missouri-Kansas City, University Of Missouri-Kansas City, Kansas State University.

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Vern Cushenbery, Cfa, Cpa has interest in Football, Exercise, Sweepstakes, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf.

What skills is Vern Cushenbery, Cfa, Cpa known for?

Vern Cushenbery, Cfa, Cpa has skills like Investments, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Wealth Management, Equities, Mergers And Acquisitions, Investment Management, Fixed Income, Valuation, Retirement Planning.

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