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Profil
Kevin James Schillo worked as a Director of Wealth Management at Financial Gravity Holdings, Inc. He was also a Financial Advisor at UBS Financial Services, Inc. from 2004 to 2007.
From 2007 to 2011, he worked as a Principal at Rogers Capital Management, Inc. In 2011, he briefly worked as the Chief Compliance Officer & Vice President at Corbin & Co. Schillo received his undergraduate degree from Texas Christian University in 1997.
Anciens postes connus de Kevin James Schillo
| Sociétés | Poste | Fin |
|---|---|---|
Corbin & Co.
 Corbin & Co. Investment ManagersFinance Corbin & Co. employs a value-oriented, contrarian style investment approach. They focus primarily on small- to mid-cap stocks, long-term growth and strategic asset allocation. Corbin & Co. utilizes strategic asset allocation and seeks a relatively stable, long-term asset allocation among the different asset classes by employing long-term capital market assumptions and client risk/return differences. Fixed-income securities consist of intermediate duration government and corporate issues. The firm also offers balanced portfolios and socially responsible screening. Their benchmark indexes are the Russell 2000, S&P 500 400 and the Lehman Brothers Intermediate Government/ Corporate. | Gestionnaire de Portefeuille-Actions | 31/12/2011 |
Rogers Capital Management, Inc.
 Rogers Capital Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/01/2011 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 30/06/2007 |
Financial Gravity Holdings, Inc.
 Financial Gravity Holdings, Inc. Investment Banks/BrokersFinance Provides integrated tax, business and financial solutions | Corporate Officer/Principal | - |
Formation de Kevin James Schillo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Corbin & Co.
Corbin & Co. Investment ManagersFinance Corbin & Co. employs a value-oriented, contrarian style investment approach. They focus primarily on small- to mid-cap stocks, long-term growth and strategic asset allocation. Corbin & Co. utilizes strategic asset allocation and seeks a relatively stable, long-term asset allocation among the different asset classes by employing long-term capital market assumptions and client risk/return differences. Fixed-income securities consist of intermediate duration government and corporate issues. The firm also offers balanced portfolios and socially responsible screening. Their benchmark indexes are the Russell 2000, S&P 500 400 and the Lehman Brothers Intermediate Government/ Corporate. | Finance |
Financial Gravity Holdings, Inc.
Financial Gravity Holdings, Inc. Investment Banks/BrokersFinance Provides integrated tax, business and financial solutions | Finance |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rogers Capital Management, Inc.
Rogers Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
