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Profil
Mr. Brian E.
Perott, CFA, is a Senior Vice President, Managing Director, Portfolio Manager & Head of Asset Allocation at The Midwest Trust Co.
Mr. Perott has over 20 years of investment experience, managing portfolios for foundations, endowments, personal trusts, and employee benefit accounts at both Mercantile Bank and Commerce Bank.
Mr. Perott received his BA in Economics from the University of Kansas.
He is a Chartered Financial Analyst.
Postes actifs de Brian Perott
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Brian Perott
| 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-Equity | 01/01/2025 |
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 | - |
Mercantile Bank & Trust, FSB (Dallas, Texas)
 Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Corporate Officer/Principal | - |
Formation de Brian Perott
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
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 |
Mercantile Bank & Trust, FSB (Dallas, Texas)
Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
