Advisor at Renaissance Investment Management
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Firm
Renaissance Investment Management
Location
Covington, KY 41011
Credentials
CFP®
Industry experience
1 year
Kora Jefferis is a CFP® professional with three years of experience at Renaissance Investment Management. Prior to joining Renaissance, she held various roles in the retail and hospitality sectors. Renaissance Investment Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a combination of systematic quantitative screens and fundamental research across multiple asset classes. The firm serves a diverse client base, including high-net-worth individuals, municipalities, and investment companies, and offers both direct-managed accounts and model portfolios.
Based on Renaissance Investment Management
$0 - $5 million: 0.75% $5 million - $10 million: 0.70% $10 million - $15 million: 0.65% $15 million - $20 million: 0.60% $20 million+: 0.55%
Fee-only: Standard management fees based on tiered AUM schedule; no commissions received; no performance fees.
50 E. Rivercenter Blvd., Suite 1200
Covington, KY 41011
Kentucky
Renaissance Investment Management
2023 - Present (3 years)
Renaissance Investment Management
2021 - 2023 (2 years)
UnEmployed
2020 - 2020 (1 year)
Bagger Dave's
2020 - 2021 (1 year)
Cracker barrel
2019 - 2020 (1 year)
Garret State Bank
2019 - 2019 (1 year)
PF Chang's
2018 - 2019 (1 year)
TARGET
2017 - 2018 (1 year)
Indiana University–Purdue University Fort Wayne
2017 - 2021 (4 years)
City of Union City, Indiana
2015 - 2017 (2 years)
Union City Jr./Sr. High School
2014 - 2017 (3 years)
REIT Price Company
2014 - 2018 (4 years)
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