Profil
Mr. Frederick W.
Schultz, III, is a Managing Director at Prio Wealth LP.
He is also a Portfolio Manager and has over 49 years of managing money for individual clients.
He was previously employed as a Managing Director by BNY Mellon Capital Markets LLC, a Founder, President & Chief Investment Officer at Beacon Fiduciary Advisors (acquired by Bank of New York), a Senior Vice President and Trust Officer at Trust Department of University Bank, and Trust Officer at Security Pacific National Bank.
Mr. Schultz received his undergraduate degree from Bates College.
He also pursued his studies at Manchester College, Oxford University.
Anciens postes connus de Frederick William Schultz
| Sociétés | Poste | Fin |
|---|---|---|
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 31/03/2010 |
University Bank (Ann Arbor, Michigan)
 University Bank (Ann Arbor, Michigan) Regional BanksFinance University Bank provides personal, business and commercial banking services. Its services include ATM locations, insurance products, online banking and bill pay, wire transfer and reorder checks online. The company was founded in 1890 and is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 01/12/1990 |
| Security Pacific National Bank | Corporate Officer/Principal | 31/12/1971 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Frederick William Schultz
| Bates College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
| Security Pacific National Bank | Finance |
University Bank (Ann Arbor, Michigan)
University Bank (Ann Arbor, Michigan) Regional BanksFinance University Bank provides personal, business and commercial banking services. Its services include ATM locations, insurance products, online banking and bill pay, wire transfer and reorder checks online. The company was founded in 1890 and is headquartered in Ann Arbor, MI. | Finance |
