Jeffrey S. Schultz
Chief Investment Officer presso American National Bank & Trust (Investment Management)
Profilo
Mr. Jeffrey S.
Schultz, CFA, is an Executive Vice President & Chief Investment Officer at American National Bank & Trust (Texas).
He joined the firm in September 2001.
Mr. Schultz was previously employed as a Principal by Federal Home Loan Bank of Dallas and a Portfolio Manager by Herbert R.
Smith & Co.
He received his undergraduate degree from Texas Christian University.
Posizioni attive di Jeffrey S. Schultz
Società | Posizione | Inizio |
---|---|---|
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Corporate Officer/Principal | 01/09/2001 |
American National Bank & Trust (Investment Management)
American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust (Investment Management) (American National Bank & Trust-IM) is the investment management division of American National Bank & Trust, a community bank and financial services company headquartered in Wichita Falls, Texas. The firm was founded in 1976 and is ultimately owned by AmeriBancShares, Inc. American National Bank & Trust-IM provides clients with trust, estate and fiduciary services, professional investment management, individual retirement accounts, company pension and retirement planning, custodial and safekeeping arrangements, and other individualized wealth management services. | Chief Investment Officer | 01/09/2001 |
Precedenti posizioni note di Jeffrey S. Schultz
Società | Posizione | Fine |
---|---|---|
Federal Home Loan Bank of Dallas
Federal Home Loan Bank of Dallas Finance/Rental/LeasingFinance Federal Home Loan Bank of Dallas operates as a member-owned cooperative bank, which engages in the provision of loan and other credit products including advances, letters of credit, mortgage partnership finance program, derivatives, and treasury. It also offers wires, safekeeping, collateral, and demand deposits services. The company was founded in 1932 and is headquartered in Irving, TX. | Corporate Officer/Principal | 31/12/1990 |
Herbert R. Smith & Co.
Herbert R. Smith & Co. Investment ManagersFinance Herbert R. Smith & Co. (HRSC) is a registered investment advisor headquartered in Wichita Falls, Texas. The firm was founded in 1970 and is a subsidiary of Mercantile Advisors I LLC. HRSC provides professional investment management and advisory services to a wide range of individual, family, trust, foundation and retirement plans. | Corporate Officer/Principal | - |
Formazione di Jeffrey S. Schultz
Texas Christian University | Undergraduate Degree |
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 | 4 |
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Herbert R. Smith & Co.
Herbert R. Smith & Co. Investment ManagersFinance Herbert R. Smith & Co. (HRSC) is a registered investment advisor headquartered in Wichita Falls, Texas. The firm was founded in 1970 and is a subsidiary of Mercantile Advisors I LLC. HRSC provides professional investment management and advisory services to a wide range of individual, family, trust, foundation and retirement plans. | Finance |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Finance |
Federal Home Loan Bank of Dallas
Federal Home Loan Bank of Dallas Finance/Rental/LeasingFinance Federal Home Loan Bank of Dallas operates as a member-owned cooperative bank, which engages in the provision of loan and other credit products including advances, letters of credit, mortgage partnership finance program, derivatives, and treasury. It also offers wires, safekeeping, collateral, and demand deposits services. The company was founded in 1932 and is headquartered in Irving, TX. | Finance |
American National Bank & Trust (Investment Management)
American National Bank & Trust (Investment Management) Investment ManagersFinance American National Bank & Trust (Investment Management) (American National Bank & Trust-IM) is the investment management division of American National Bank & Trust, a community bank and financial services company headquartered in Wichita Falls, Texas. The firm was founded in 1976 and is ultimately owned by AmeriBancShares, Inc. American National Bank & Trust-IM provides clients with trust, estate and fiduciary services, professional investment management, individual retirement accounts, company pension and retirement planning, custodial and safekeeping arrangements, and other individualized wealth management services. | Finance |
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