Profiel
Mr. Schultz joined MPMG in 2008.
Prior to joining MPMG, he was a Wealth Management Consultant at UBS Financial where he provided money manager consulting to advisors and their high net worth clients.
He also previously served as the Director of National Sales for Managed Accounts at Ameriprise Financial.
Earlier in his career he worked as an Institutional Equity Trader at Piper Jaffray.
Mr. Schultz is a member of the Investment Management Consultants Association (IMCA) and received the Certified Investment Management Analyst (CIMA) designation in 2005.
He graduated from the University of Minnesota-Duluth in 1992 with a BS degree in Finance.
Eerdere bekende functies van Kevin Schultz
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Piper Sandler & Co.
 Piper Sandler & Co. Regional BanksFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | - |
Minneapolis Portfolio Management Group LLC
 Minneapolis Portfolio Management Group LLC Investment ManagersFinance Minneapolis Portfolio Management Group LLC (MPMG) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Harrison Grodnick and Phillip Grodnick in 2004. MPMG provides investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, certain government entities, insurance companies and certain institutional clients (corporations, partnerships, foundations or other business entities). | Verkoop & Marketing | - |
Opleiding van Kevin Schultz
| University of Minnesota | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Minneapolis Portfolio Management Group LLC
Minneapolis Portfolio Management Group LLC Investment ManagersFinance Minneapolis Portfolio Management Group LLC (MPMG) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Harrison Grodnick and Phillip Grodnick in 2004. MPMG provides investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, certain government entities, insurance companies and certain institutional clients (corporations, partnerships, foundations or other business entities). | Finance |
Piper Sandler & Co.
Piper Sandler & Co. Regional BanksFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |