Constance Brotherton
Experience:
Senior Vice President, Morgan Stanley (formerly E.F. Hutton and Shearson Lehman Hutton) January 1985-June 2021, Consultant to High-Net-Worth individuals, corporations and nonprofit organizations. Portfolio Manager since 1985, responsible for constructing individual portfolios, monitoring allocation, risk management, and evaluation of returns. Retirement planning had been a focus for individuals and families whether starting a retirement portfolio or analyzing distribution methods, and Financial Advisor, Merrill Lynch January 1981-January 1985
Financial Services Industrial:
Mutual Fund Liaison, E.F. Hutton Coordinating Mutual Fund sales and evaluation for Lexington office, and Transylvania University, Continuing Education Instructor, “Understanding Investments”. Sayre School, Don Jacobs Symposium, Instructor, “Understanding Stock Market Basics”
Education:
M.A., University of Kentucky ,1975, B.A., University of Kentucky, 1973
Board Memberships:
YWCA, 1978-1980, First Presbyterian Church, Lexington, Finance Committee, 2004-2008, and Sayre School Board of Trustees, 2006-2014