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Deals & People June 9, 2015
ProCourse Fiduciary Opens Kentucky Branch
Kristin Dunlevy, a retirement plan
adviser, will open the Louisville office of ProCourse Fiduciary Advisors.
Reported by PLANADVISER staff
The newest office of ProCourse Fiduciary Advisors is in Louisville, Kentucky, and was opened by Kristin Dunlevy. She brings more than 20 years of industry experience through her work for registered investment advisory firms, a certified public accounting firm and actuarial firm. Before joining ProCourse, Dunlevy served as an investment fiduciary to individuals, endowments, foundations and employer-sponsored retirement plans. She will continue servicing employer-sponsored retirement plan clients at ProCourse.
Dunlevy was awarded a bachelor’s of science in mathematics from the University of Louisville. She holds designations as an accredited investment fiduciary (AIF) and a qualified plan financial consultant (QPFC).