Stuart Carlton Berkley
Analyst-Fixed Income chez Financial Counselors, Inc.
Profil
Mr. Stuart C.
Berkley, CFA MBA, is a Senior Vice President, Portfolio Manager & Chief Wealth Strategist of Wealth Planning Group at Financial Counselors, Inc. He joined the firm in 2000.
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 Carlton Berkley
| Sociétés | Poste | Début |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Analyst-Fixed Income | 01/11/2000 |
Anciens postes connus de Stuart Carlton Berkley
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Stuart Carlton Berkley
| University of Kansas | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |