![Patrick Schumann](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Dennis P.
Schumann, CFA MBA, is a Senior Vice President & Portfolio Manager at The Midwest Trust Co. He is a Client portfolio manager and member of the Equity Income Investment Strategy Team.
Mr. Schumann has over 30 years of financial industry experience, and including serving as director of investments at Enterprise Bank & Trust, senior analyst at Edward Jones and as an analyst at Duff & Phelps.
He began his career in 1998 at Northern Trust.
He received his BSBA degree from Marquette University and an MBA from Loyola University of Chicago.
He holds a CFA designation.
Aktiva positioner av Patrick Schumann
| Företag | Position | Start |
|---|
Tidigare kända positioner av Patrick Schumann
| Företag | Position | Slut |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Portföljförvaltare-Aktier | 2025-01-01 |
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Chef för investeringar | 2012-07-01 |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Analyst-Equity | - |
Duff & Phelps Securities Co.
 Duff & Phelps Securities Co. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Företagsledare/Principal | - |
Patrick Schumanns utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
60
Första gradens relationer
7
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 7 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Finance |
Duff & Phelps Securities Co.
Duff & Phelps Securities Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Loyola University of Chicago
 Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Finance |
