Jim Schrott
Portfolio Manager-Equities at Medallion Wealth Management, Inc.
Profile
Mr. James L.
Schrott is a Portfolio Manager at Medallion Wealth Management, Inc. He has over 35 years of experience in the financial services industry in Western Pennsylvania working with high net worth individuals, foundations/endowments and pension and profit sharing plans.
Prior to joining Medallion, he served as a financial advisor and portfolio manager with a regional financial services company and as a senior relationship manager, senior investment officer and metro-region team leader at a large wealth management organization.
Mr. Schrott earned a Bachelor of Business Administration degree with a major in finance from the University of Miami, Coral Gables, Florida, graduated from the Central Atlantic School of Trust and is a Certified Wealth Strategist.
Jim Schrott active positions
| Companies | Position | Start |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Portfolio Manager-Equities | - |
Training of Jim Schrott
| University of Miami | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
- Stock Market
- Insiders
- Jim Schrott
