Brian Eugene Perott
Analyst-Equity chez Financial Counselors, Inc.
Profil
Mr. Brian E.
Perott, CFA, is a Senior Vice President, Managing Director & Head of Asset Allocation at Financial Counselors, Inc. He joined the firm in 2000, serving as an Equity Portfolio Manager and Equity Analyst.
Mr. Perott has over 20 years of investment experience, managing portfolios for foundations, endowments, personal trusts, and employee benefit accounts at both Mercantile Bank and Commerce Bank.
Mr. Perott received his BA in Economics from the University of Kansas.
He is a Chartered Financial Analyst.
Postes actifs de Brian Eugene Perott
| 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. | Analyst-Equity | 01/11/2000 |
Anciens postes connus de Brian Eugene Perott
| Sociétés | Poste | Fin |
|---|---|---|
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Gestionnaire de Portefeuille-Actions | - |
| Mercantile Bank & Trust, FSB (Dallas, Texas) | Corporate Officer/Principal | - |
Formation de Brian Eugene Perott
| University of Kansas | Undergraduate Degree |
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Mercantile Bank & Trust, FSB (Dallas, Texas) | Finance |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Finance |
