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John Richard Smith
Gestionnaire de Portefeuille-Actions chez Detalus Advisors LLC
Profil
Mr. John R.
Smith is Senior Portfolio Manager at Detalus Advisors LLC.
He is responsible for strategy and overall portfolio management of institutional client investment portfolios at Detalus.
He also consults on a variety of asset/liability issues and participates in many clients’ ALCO meetings.
Prior to joining Detalus, Mr. Smith served as Investment Advisor at Betzold Investment Group, managing investment portfolios for financial institutions and other institutional clients while providing technical support, research, and analysis to the firm’s sales force.
From 1991 to 1999, he served as the Vice President and Chief Investment Officer of Firstbank of Illinois.
His responsibilities included managing the affiliate bank investment portfolios and ALCO processes.
Mr. Smith earned a B.S.
in accounting from University of Indiana – Bloomington.
Postes actifs de John Richard Smith
Sociétés | Poste | Début |
---|---|---|
Detalus Advisors LLC
![]() Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Anciens postes connus de John Richard Smith
Sociétés | Poste | Fin |
---|---|---|
FirstBank of Illinois Co. | Corporate Officer/Principal | 31/12/1998 |
Formation de John Richard Smith
Indiana University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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FirstBank of Illinois Co. | Finance |
Detalus Advisors LLC
![]() Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Finance |