![Jeffrey S. Schultz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffrey S. Schultz
Directeur en chef des Investissements chez
American National Bank & Trust (Investment Management)
Profil
Mr. Jeffrey S.
Schultz, CFA, is an Executive Vice President & Chief Investment Officer at American National Bank & Trust (Texas).
He joined the firm in September 2001.
Mr. Schultz was previously employed as a Principal by Federal Home Loan Bank of Dallas and a Portfolio Manager by Herbert R.
Smith & Co.
He received his undergraduate degree from Texas Christian University.
Postes actifs de Jeffrey S. Schultz
| Sociétés | Poste | Début |
|---|---|---|
American National Bank & Trust (Texas)
 American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank | Corporate Officer/Principal | 01/09/2001 |
American National Bank & Trust (Investment Management)
 American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust-IM builds a comprehensive financial plan that meets the client’s financial goals and maximizes investment return, while never losing sight of their overall investment objectives and tolerance for risk. | Directeur en chef des Investissements | 01/09/2001 |
Anciens postes connus de Jeffrey S. Schultz
| Sociétés | Poste | Fin |
|---|---|---|
Federal Home Loan Bank of Dallas
 Federal Home Loan Bank of Dallas Finance/Rental/LeasingFinance Provides financing, community development grants and banking services | Corporate Officer/Principal | 31/12/1990 |
Herbert R. Smith & Co.
 Herbert R. Smith & Co. Investment ManagersFinance HRSC provides investment management and services using a combination of equities, fixed-income, exchanged-traded and mutual fund securities as well as cash funds. Allocation of these investments is based upon their current analyses of economic trends, markets, and investment opportunities. They are not stifled by restrictions as to ‘style’ or ‘sector’ investments, but continually assess market opportunities and allocate investments based upon value, growth projections, and income generation. | Corporate Officer/Principal | - |
Formation de Jeffrey S. Schultz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
49
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Herbert R. Smith & Co.
Herbert R. Smith & Co. Investment ManagersFinance HRSC provides investment management and services using a combination of equities, fixed-income, exchanged-traded and mutual fund securities as well as cash funds. Allocation of these investments is based upon their current analyses of economic trends, markets, and investment opportunities. They are not stifled by restrictions as to ‘style’ or ‘sector’ investments, but continually assess market opportunities and allocate investments based upon value, growth projections, and income generation. | Finance |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank | Finance |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Home Loan Bank of Dallas
Federal Home Loan Bank of Dallas Finance/Rental/LeasingFinance Provides financing, community development grants and banking services | Finance |
American National Bank & Trust (Investment Management)
American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust-IM builds a comprehensive financial plan that meets the client’s financial goals and maximizes investment return, while never losing sight of their overall investment objectives and tolerance for risk. | Finance |
