Emily Page West
Gestionnaire de Portefeuille-Actions chez Financial Counselors, Inc.
Profil
Ms. Emily P.
West is a Vice President, Portfolio Manager & Head of Wealth Planning at Financial Counselors, Inc. She joined FCI Advisors in 2013 and is working primarily with individual clients.
She also leads our Wealth Planning Group.
Prior to FCI, she worked at Midwest Trust working specifically with bank trust department clients, which she joined in 2011.
She spent five years with UMB most recently in Private Banking and Wealth Management.
Ms. West received her BBA in Finance from Baylor University-Hankamer School of Business and an MBA in Finance from the University of Missouri, Kansas City.
Postes actifs de Emily Page West
| 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. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Emily Page West
| Sociétés | Poste | Fin |
|---|---|---|
The Midwest Trust Co.
 The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region. | Corporate Officer/Principal | 31/12/2012 |
UMB Bank & Trust, NA
 UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Corporate Officer/Principal | - |
Formation de Emily Page West
| Baylor University | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
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 |
The Midwest Trust Co.
The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The Midwest Trust Co. provides trust services in the Midwest region. | Finance |
UMB Bank & Trust, NA
UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Finance |
