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 FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | 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 Wilson/Bennett is a large-cap value manager. Their objective is to outperform the DJIA with significantly less volatility. They select out-of-favor, high dividend, blue chip stocks and generally hold them for two to three years. | Corporate Officer/Principal | - |
Formation de Frank C. Lim
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wilson/Bennett Capital Management, Inc.
Wilson/Bennett Capital Management, Inc. Investment ManagersFinance Wilson/Bennett is a large-cap value manager. Their objective is to outperform the DJIA with significantly less volatility. They select out-of-favor, high dividend, blue chip stocks and generally hold them for two to three years. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ameriprise Financial, Inc.
Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
















