Profil
Mr. David B.
Anderson, CFA, is a Chief Investment Officer & Senior Vice President at Financial Counselors, Inc.
Prior to re-joining Financial Counselors in 2006, Mr. Anderson began his investment career in 1969 with Farmland and joined H.O.
Peet & Company/FCI the first time in 1972 as an analyst.
In 1975, he joined Commerce Trust as vice president of marketing.
In 1979 he moved to UMB Bank and in 1990 became the executive vice president in charge of the entire trust investment division.
From 2000-2006 he was the head of investments at Gold Trust Company.
He re-joined FCI in 2006 as the lead portfolio manager for the Value Equity product.
He is also a member of the Value Equity Investment Committee.
He writes a regular investment newsletter and has hosted his own radio financial talk show on local radio outlets.
Mr. Anderson earned his bachelor's of science degree in economics from the University of Missouri, Columbia in 1969 and his master's degree in finance from Central Missouri State University in 1972.
He is a member and former board member of the Kansas City Society of Financial Analysts and is a member of the CFA Institute.
Anciens postes connus de David B. Anderson
| Sociétés | Poste | Fin |
|---|---|---|
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. | Corporate Officer/Principal | 31/12/1974 |
| Commerce Trust Bhd. | Corporate Officer/Principal | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Corporate Officer/Principal | - |
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. | Directeur en chef des Investissements | - |
Formation de David B. Anderson
| Missouri State University | Graduate Degree |
| University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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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 |
| Commerce Trust Bhd. | Miscellaneous |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |