Emily Page West
Gestore di Portafoglio-Azioni presso Financial Counselors, Inc.
Profilo
Ms. Emily P.
West is a Vice President, Portfolio Manager & Head of Wealth Planning at Financial Counselors, Inc. She joined FCI Advisors in 2013 and is working primarily with individual clients.
She also leads our Wealth Planning Group.
Prior to FCI, she worked at Midwest Trust working specifically with bank trust department clients, which she joined in 2011.
She spent five years with UMB most recently in Private Banking and Wealth Management.
Ms. West received her BBA in Finance from Baylor University-Hankamer School of Business and an MBA in Finance from the University of Missouri, Kansas City.
Posizioni attive di Emily Page West
| Società | Posizione | Inizio |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Gestore di Portafoglio-Azioni | 01/01/2013 |
Precedenti posizioni note di Emily Page West
| Società | Posizione | Fine |
|---|---|---|
The Midwest Trust Co.
 The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The company's main focus and services are not provided in the given metadata. The only information provided is that the company is called Midwest Trust. | Corporate Officer/Principal | 31/12/2012 |
UMB Bank & Trust, NA
 UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Corporate Officer/Principal | - |
Formazione di Emily Page West
| Baylor University | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
The Midwest Trust Co.
The Midwest Trust Co. Financial ConglomeratesFinance The Midwest Trust Co. is a private company based in Overland Park, KS. The company's main focus and services are not provided in the given metadata. The only information provided is that the company is called Midwest Trust. | Finance |
UMB Bank & Trust, NA
UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Finance |
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