Kevin Charles Schultze
Corporate Officer/Principal bij Oppenheimer & Co., Inc.
Profiel
Mr. Kevin C.
Schultze is a Managing Director at Oppenheimer & Co., Inc. He is responsible for providing detailed portfolio analytics to banks, insurance companies, trust companies, savings and loans, credit unions and municipalities.
Mr. Schultze has extensive years of experience in fixed income portfolio management and economic research.
Prior to joining Oppenheimer & Co. on April 18, 2011, he was a Managing Director at Stone & Youngberg LLC from January 2006 to April 2011.
Prior to that, he was a Fixed Income Strategist at RBC Wealth Management from December 2003 to December 2005.
Mr. Schultze received his undergraduate degree from the University of Maryland and a graduate degree from the University of South Florida.
Actieve functies van Kevin Charles Schultze
| Bedrijven | Functie | Begin |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 20-04-2011 |
Eerdere bekende functies van Kevin Charles Schultze
| Bedrijven | Functie | Einde |
|---|---|---|
Stone & Youngberg LLC
 Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Analyst-Fixed Income | 29-03-2010 |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Market Strategist | - |
Opleiding van Kevin Charles Schultze
| University of Maryland | Undergraduate Degree |
| University of South Florida | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Stone & Youngberg LLC
Stone & Youngberg LLC Investment Banks/BrokersFinance Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
