Bill Courtney
Head-Equity Investments chez Financial Counselors, Inc.
Profil
Mr. William M.
Courtney is a Senior Vice President & Co-Chief Investment Officer of Select Growth at Financial Counselors, Inc. He joined the firm in 2000, managing equity portfolios and serving as lead analyst for the industrial and basic materials sectors.
He is also the Head of the Select Growth Investment Committee and member of the Asset Allocation Committee.
Mr. Courtney began his career in 1990 and has extensive experience in managing personal trust, employee benefit, endowment and investment management portfolios, and in financial planning for personal trust clients.
He received his undergraduate degree from the University of Missouri.
Postes actifs de Bill Courtney
| Sociétés | Poste | Début |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Head-Equity Investments | 01/11/2000 |
Formation de Bill Courtney
| University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |