Profil
Mr. Frank C.
Lim is Vice President & Portfolio Manager at Financial Counselors, Inc. He joined FCI in 2010 from Wilson/Bennett Capital Management, Inc. /Cardinal Trust and Investments, where as Associate Portfolio Manager his responsibilities included providing assistance and investment research to the portfolio management team, as well as being the primary trader for Wilson/Bennett’s value-based and options-based portfolio strategies.
He was also responsible for managing asset allocation, fixed income, and cash management strategies.
He began his career as a Financial Advisor with Ameriprise Financial,
(formerly American Express Financial Advisors.)
Mr. Lim received his undergraduate degree from Virginia Polytechnic Institute & State University.
Anciens postes connus de Frank C. Lim
| 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. | Gestionnaire de Portefeuille-Actions | 01/12/2013 |
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Wilson/Bennett Capital Management, Inc.
 Wilson/Bennett Capital Management, Inc. Investment ManagersFinance Founded in 1987, Wilson/Bennett Capital Management, Inc. is a registered investment advisor located in McLean, Virginia. The firm is a subsidiary of Cardinal Financial Corporation, (NASDAQ: CFNL). Their clients include individuals, pension plans and advisor platforms corporations. | Corporate Officer/Principal | - |
Formation de Frank C. Lim
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AMERIPRISE FINANCIAL, INC. | Finance |
| Entreprise privées | 2 |
|---|---|
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 |
Wilson/Bennett Capital Management, Inc.
Wilson/Bennett Capital Management, Inc. Investment ManagersFinance Founded in 1987, Wilson/Bennett Capital Management, Inc. is a registered investment advisor located in McLean, Virginia. The firm is a subsidiary of Cardinal Financial Corporation, (NASDAQ: CFNL). Their clients include individuals, pension plans and advisor platforms corporations. | Finance |
