![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>)
Profiel
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.
Actieve functies van Patrick Schumann
| Bedrijven | Functie | Begin |
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Eerdere bekende functies van Patrick Schumann
| 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. | Portefeuillebeheerder-Aandelen | 01-01-2025 |
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. | Chief Investment Officer | 01-07-2012 |
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. | Corporate Officer/Principal | - |
Opleiding van Patrick Schumann
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
84
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
