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) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Corporate Officer/Principal | 01/09/2001 |
American National Bank & Trust (Investment Management)
 American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust (Investment Management) (American National Bank & Trust-IM) is the investment management division of American National Bank & Trust, a community bank and financial services company headquartered in Wichita Falls, Texas. The firm was founded in 1976 and is ultimately owned by AmeriBancShares, Inc. American National Bank & Trust-IM provides clients with trust, estate and fiduciary services, professional investment management, individual retirement accounts, company pension and retirement planning, custodial and safekeeping arrangements, and other individualized wealth management services. | 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 Federal Home Loan Bank of Dallas operates as a member-owned cooperative bank, which engages in the provision of loan and other credit products including advances, letters of credit, mortgage partnership finance program, derivatives, and treasury. It also offers wires, safekeeping, collateral, and demand deposits services. The company was founded in 1932 and is headquartered in Irving, TX. | Corporate Officer/Principal | 31/12/1990 |
Herbert R. Smith & Co.
 Herbert R. Smith & Co. Investment ManagersFinance Herbert R. Smith & Co. (HRSC) is a registered investment advisor headquartered in Wichita Falls, Texas. The firm was founded in 1970 and is a subsidiary of Mercantile Advisors I LLC. HRSC provides professional investment management and advisory services to a wide range of individual, family, trust, foundation and retirement plans. | Corporate Officer/Principal | - |
Formation de Jeffrey S. Schultz
| Texas Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Herbert R. Smith & Co.
Herbert R. Smith & Co. Investment ManagersFinance Herbert R. Smith & Co. (HRSC) is a registered investment advisor headquartered in Wichita Falls, Texas. The firm was founded in 1970 and is a subsidiary of Mercantile Advisors I LLC. HRSC provides professional investment management and advisory services to a wide range of individual, family, trust, foundation and retirement plans. | Finance |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Finance |
Federal Home Loan Bank of Dallas
Federal Home Loan Bank of Dallas Finance/Rental/LeasingFinance Federal Home Loan Bank of Dallas operates as a member-owned cooperative bank, which engages in the provision of loan and other credit products including advances, letters of credit, mortgage partnership finance program, derivatives, and treasury. It also offers wires, safekeeping, collateral, and demand deposits services. The company was founded in 1932 and is headquartered in Irving, TX. | Finance |
American National Bank & Trust (Investment Management)
American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust (Investment Management) (American National Bank & Trust-IM) is the investment management division of American National Bank & Trust, a community bank and financial services company headquartered in Wichita Falls, Texas. The firm was founded in 1976 and is ultimately owned by AmeriBancShares, Inc. American National Bank & Trust-IM provides clients with trust, estate and fiduciary services, professional investment management, individual retirement accounts, company pension and retirement planning, custodial and safekeeping arrangements, and other individualized wealth management services. | Finance |