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Profil
Mr. Schultz joined MPMG in 2008.
Prior to joining MPMG, he was a Wealth Management Consultant at UBS Financial where he provided money manager consulting to advisors and their high net worth clients.
He also previously served as the Director of National Sales for Managed Accounts at Ameriprise Financial.
Earlier in his career he worked as an Institutional Equity Trader at Piper Jaffray.
Mr. Schultz is a member of the Investment Management Consultants Association (IMCA) and received the Certified Investment Management Analyst (CIMA) designation in 2005.
He graduated from the University of Minnesota-Duluth in 1992 with a BS degree in Finance.
Anciens postes connus de Kevin Schultz
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Piper Sandler & Co.
 Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Minneapolis Portfolio Management Group LLC
 Minneapolis Portfolio Management Group LLC Investment ManagersFinance MPMG is a value-based investment manager that endeavors to create wealth for their clients over meaningful periods of time, while also seeking fewer volatile results than more aggressive methods of equity investing. The firm is an all-capitalization manager, looking at small-, mid- and large-cap companies, both domestic and abroad. They specialize in designing equity portfolios or balanced portfolios consisting of equity securities as well as fixed income instruments. | Sales & Marketing | - |
Formation de Kevin Schultz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
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 |
Minneapolis Portfolio Management Group LLC
Minneapolis Portfolio Management Group LLC Investment ManagersFinance MPMG is a value-based investment manager that endeavors to create wealth for their clients over meaningful periods of time, while also seeking fewer volatile results than more aggressive methods of equity investing. The firm is an all-capitalization manager, looking at small-, mid- and large-cap companies, both domestic and abroad. They specialize in designing equity portfolios or balanced portfolios consisting of equity securities as well as fixed income instruments. | Finance |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Piper Sandler & Co.
Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Finance |
