Stuart Carlton Berkley
Analyst-Fixed Income at Financial Counselors, Inc.
Stuart Carlton Berkley active positions
Companies | Position | Start | End |
---|---|---|---|
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-Fixed Income | 2000-10-31 | - |
Portfolio Manager-Fixed Income | 2000-10-31 | - | |
Market Strategist | 2000-10-31 | - |
Career history of Stuart Carlton Berkley
Former positions of Stuart Carlton Berkley
Companies | Position | Start | End |
---|---|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - | - |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Portfolio Manager-Equities | - | - |
Training of Stuart Carlton Berkley
University of Kansas | Undergraduate Degree |
DePaul University | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Analyst-Fixed Income | 1 |
Portfolio Manager-Fixed Income | 1 |
Market Strategist | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |