![Brian Perott](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>)
Profiel
Mr. Brian E.
Perott, CFA, is a Senior Vice President, Managing Director, Portfolio Manager & Head of Asset Allocation at The Midwest Trust Co.
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 Perott
| Bedrijven | Functie | Begin |
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Eerdere bekende functies van Brian Perott
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Analyst-Equity | 01-01-2025 |
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Portefeuillebeheerder-Aandelen | - |
Mercantile Bank & Trust, FSB (Dallas, Texas)
 Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Corporate Officer/Principal | - |
Opleiding van Brian Perott
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
63
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Finance |
Mercantile Bank & Trust, FSB (Dallas, Texas)
Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
