Paul Raccuglia
Corporate Officer/Principal chez Country Club Trust Co., NA
Profil
Mr. Paul B.
Raccuglia, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Country Club Bank and a Senior Vice President-Investments at Country Club Trust Co., NA.
He provides investment management for individual and institutional portfolios for a number of Country Club Trust Company clients.
He also manages the Core Equity Strategy.
He has approximately 20 years of investment industry experience.
Mr. Raccuglia professional experience includes serving as a financial analyst and senior institutional strategies analyst at American Century Investments, working with institutional investment portfolios for State Street Bank and serving as a project accountant at Cerner Corporation.
He holds a bachelor’s degree in business, finance and banking from the University of Missouri – Columbia.
He earned his MBA degree from the University of Missouri – Kansas City.
He is a CFA® charterholder
Postes actifs de Paul Raccuglia
| Sociétés | Poste | Début |
|---|---|---|
Country Club Trust Co., NA
 Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Corporate Officer/Principal | - |
| Country Club Bank (Investment Management) | Gestionnaire de Portefeuille-Actions | 01/05/2016 |
Anciens postes connus de Paul Raccuglia
| Sociétés | Poste | Fin |
|---|---|---|
Tower Wealth Managers, Inc.
 Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Gestionnaire de Portefeuille-Actions | 31/12/2021 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
| CERNER CORPORATION | Corporate Officer/Principal | - |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Formation de Paul Raccuglia
| University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Cerner Corp.
 Cerner Corp. Packaged SoftwareTechnology Services Cerner Corp. engages in the business of supplying healthcare information technology solutions and services. It operates through the following segments: Domestic, International, and Other. The Domestic segment focuses on the revenue contributions and expenditures associated with business activity in the United States. The International segment is involved in Australia, Canada, Europe, and the Middle East. The Other segment includes gains or losses recognized on the divestiture of businesses. The company was founded by Neal L. Patterson, Clifford W. Illig, and Paul N. Gorup in 1979 and is headquartered in North Kansas, MO. | Technology Services |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Country Club Trust Co., NA
Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Finance |
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Finance |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Commercial Services |
| Country Club Bank (Investment Management) | Finance |