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Alisha M. Norris, CFA®

Alisha M. Norris, CFA®

LPL Registered Sales Assistant

ROLE: Provide administrative support for financial planners in the management of client assets, investment research, portfolio analysis, and trading

EDUCATION: BS in Finance and Risk Management & Insurance, Ball State University, 2010; MBA, Ball State University, 2011; Chartered Financial Analyst, 2015

CURRENT AFFILIATIONS: CFA Institute, CFA Society of Indianapolis, Noble County Young Professional Network, Kendallville Area Chamber of Commerce and Kendallville Day Care Center