Val Frederick Schaff
Analyst-Equity chez Financial Counselors, Inc.
Profil
Mr. Val F.
Schaff, CFA MBA, is a Senior Vice President, Portfolio Manager & Head of Portfolio Advisory Group at Financial Counselors, Inc. He joined FCI in 2000, serving as an equity portfolio manager and equity analyst.
Has over more than 35 years of experience managing portfolios for personal trusts, employee benefit plans, foundations, endowments and investment management accounts.
Mr. Schaff was previously employed as a Principal by Mercantile Bank & Trust, FSB (Dallas, Texas).
He Headed the investment management group of the Kansas City region of Mercantile Bank (now US Bank).
He received his undergraduate degree from Kenyon College and an MBA from Washington University in St. Louis.
He holds a CFA designation.
Postes actifs de Val Frederick Schaff
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-Equity | 01/11/2000 |
Anciens postes connus de Val Frederick Schaff
Sociétés | Poste | Fin |
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Mercantile Bank & Trust, FSB (Dallas, Texas) | Corporate Officer/Principal | - |
Formation de Val Frederick Schaff
Kenyon College | Undergraduate Degree |
Washington University in St. Louis | Masters Business Admin |
Expériences
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Relations au 1er degré
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Entreprise privées | 2 |
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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 |
Mercantile Bank & Trust, FSB (Dallas, Texas) | Finance |