Stuart Carlton Berkley

Stuart Carlton Berkley

Analyst-Fixed Income at Financial Counselors, Inc.

Finance
Consumer Services

Profile

Mr. Stuart C.
Berkley, CFA MBA, is a Senior Vice President, Portfolio Manager & Chief Wealth Strategist of Wealth Planning Group at Financial Counselors, Inc. He joined the firm in 2000.
He has over 25 years of experience in portfolio management.
He is also a Client portfolio manager and member of the Wealth Planning Group, Fixed Income Investment, Manager Research and Asset Allocation Committees.
He managed client portfolios at J.P.
Morgan, formerly First National Bank of Chicago, and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments, and investment management accounts.
Mr. Berkley received his BA in Economics from the University of Kansas and an MBA in Finance from DePaul University-Charles H.
Kellstadt Graduate School of Business.
He is a Chartered Financial Analyst.

Stuart Carlton Berkley active positions

CompaniesPositionStart
Analyst-Fixed Income 2000-10-31
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Former positions of Stuart Carlton Berkley

CompaniesPositionEnd
Corporate Officer/Principal -
Portfolio Manager-Equities -
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Training of Stuart Carlton Berkley

University of Kansas Undergraduate Degree
DePaul University Masters Business Admin

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100 +

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5

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Private companies3

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