John Richard Smith
Portefeuillebeheerder-Aandelen bij Detalus Advisors LLC
Profiel
Mr. John R.
Smith is Senior Portfolio Manager at Detalus Advisors LLC.
He is responsible for strategy and overall portfolio management of institutional client investment portfolios at Detalus.
He also consults on a variety of asset/liability issues and participates in many clients’ ALCO meetings.
Prior to joining Detalus, Mr. Smith served as Investment Advisor at Betzold Investment Group, managing investment portfolios for financial institutions and other institutional clients while providing technical support, research, and analysis to the firm’s sales force.
From 1991 to 1999, he served as the Vice President and Chief Investment Officer of Firstbank of Illinois.
His responsibilities included managing the affiliate bank investment portfolios and ALCO processes.
Mr. Smith earned a B.S.
in accounting from University of Indiana – Bloomington.
Actieve functies van John Richard Smith
Bedrijven | Functie | Begin |
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Detalus Advisors LLC
Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Portefeuillebeheerder-Aandelen | 01-01-2002 |
Eerdere bekende functies van John Richard Smith
Bedrijven | Functie | Einde |
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FirstBank of Illinois Co. | Corporate Officer/Principal | 31-12-1998 |
Opleiding van John Richard Smith
Indiana University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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FirstBank of Illinois Co. | Finance |
Detalus Advisors LLC
Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Finance |