Robyn K. Schulte
Plus aucun poste en cours
Profil
Ms. Robyn K.
Schulte is a Managing Director at Optimum Investment Advisors LP.
Prior to joining Optimum Investment Advisors in November of 2010, Ms. Schulte worked as a portfolio manager for The PrivateBank & Trust Company and Feldman Securities in Chicago.
In addition to her portfolio management experiences, she worked for Van Kampen Investments in Oakbrook Terrace, IL, as well as Vander Weide & Associates a branch of American Express Financial Advisors in Clive, IA.
Ms. Schulte graduated from The University of Northern Iowa, receiving her B.A.
in Finance.
She received her M.B.A with a specialization in Finance and Accounting from Loyola University of Chicago.
She obtained her Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business at the University of Pennsylvania.
Anciens postes connus de Robyn K. Schulte
Sociétés | Poste | Fin |
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American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Feldman Securities Group LLC provides investment advice. The private company is based in Overland Park, KS. | Corporate Officer/Principal | - |
Van Kampen Investments, Inc.
Van Kampen Investments, Inc. Investment ManagersFinance Van Kampen Investments, Inc. operated an investment management company that offered management and supervision of assets, open-end and closed-end mutual funds, unit investment trusts, retirement products and investment platforms. It was founded in 1968 and was headquartered in Oakbrook Terrace, IL. | Corporate Officer/Principal | - |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Robyn K. Schulte
Loyola University of Chicago | Masters Business Admin |
University of Northern Iowa | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 4 |
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Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Feldman Securities Group LLC provides investment advice. The private company is based in Overland Park, KS. | Finance |
Van Kampen Investments, Inc.
Van Kampen Investments, Inc. Investment ManagersFinance Van Kampen Investments, Inc. operated an investment management company that offered management and supervision of assets, open-end and closed-end mutual funds, unit investment trusts, retirement products and investment platforms. It was founded in 1968 and was headquartered in Oakbrook Terrace, IL. | Finance |
American Express Financial Advisors, Inc. |