Brian Eugene Perott
Analyst-Equity bij Financial Counselors, Inc.
Profiel
Mr. Brian E.
Perott, CFA, is a Senior Vice President, Managing Director & Head of Asset Allocation at Financial Counselors, Inc. He joined the firm in 2000, serving as an Equity Portfolio Manager and Equity Analyst.
Mr. Perott has over 20 years of investment experience, managing portfolios for foundations, endowments, personal trusts, and employee benefit accounts at both Mercantile Bank and Commerce Bank.
Mr. Perott received his BA in Economics from the University of Kansas.
He is a Chartered Financial Analyst.
Actieve functies van Brian Eugene Perott
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Eerdere bekende functies van Brian Eugene Perott
| Bedrijven | Functie | Einde |
|---|---|---|
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Portefeuillebeheerder-Aandelen | - |
| Mercantile Bank & Trust, FSB (Dallas, Texas) | Corporate Officer/Principal | - |
Opleiding van Brian Eugene Perott
| University of Kansas | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
| Mercantile Bank & Trust, FSB (Dallas, Texas) | Finance |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |