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Profil
Mr. Stuart C.
Berkley, CFA MBA, is a Senior Vice President, Portfolio Manager & Chief Wealth Strategist of Wealth Planning Group at The Midwest Trust Co. He has over 25 years of experience in portfolio management.
He is also a Client portfolio manager and member of the Wealth Planning Group, Fixed Income Investment, Manager Research and Asset Allocation Committees.
He managed client portfolios at J.P.
Morgan, formerly First National Bank of Chicago, and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments, and investment management accounts.
Mr. Berkley received his BA in Economics from the University of Kansas and an MBA in Finance from DePaul University-Charles H.
Kellstadt Graduate School of Business.
He is a Chartered Financial Analyst.
Postes actifs de Stuart Berkley
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Stuart Berkley
| Sociétés | Poste | Fin |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Analyst-Fixed Income | 01/01/2025 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Gestionnaire de Portefeuille-Actions | - |
Formation de Stuart Berkley
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
5
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
