Fiduciary Asset Management
Industry: Company
DescriptionHeadquarters: Clayton, MO Founded: 1994 Parent organizations: Ziegler Capital Management, LLC, Piper Jaffray Investment Management Inc
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Fiduciary Asset Management Employees
Employee
Years
Job
Industry
Christopher Kopczynski Christopher Kopczynski's Fiduciary Asset Management Experience May 2009 - August 2009
Job Senior Research Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie July 2015 - Present
Wood Mackenzie August 2013 - July 2015
Deloitte Consulting June 2013 - August 2013
Deloitte Consulting June 2011 - May 2013
Deloitte Consulting May 2010 - August 2010
Fiduciary Asset Management May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Management Consulting, Business Strategy, Financial Analysis, Financial Modeling, Market Research, Oil & Gas Industry, Strategy, Energy, Microsoft Excel, Project Management, Analysis, Valuation, Analytics, Finance, Strategic Planning, Market Analysis, Leadership, Data Analysis, Management
Education
Rice University 2007 — 2011
BA, Economics, Psychology, & Managerial Studies, 3.7
Wood Mackenzie July 2015 - Present
Wood Mackenzie August 2013 - July 2015
Deloitte Consulting June 2013 - August 2013
Deloitte Consulting June 2011 - May 2013
Deloitte Consulting May 2010 - August 2010
Fiduciary Asset Management May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Management Consulting, Business Strategy, Financial Analysis, Financial Modeling, Market Research, Oil & Gas Industry, Strategy, Energy, Microsoft Excel, Project Management, Analysis, Valuation, Analytics, Finance, Strategic Planning, Market Analysis, Leadership, Data Analysis, Management
Education
Rice University 2007 — 2011
BA, Economics, Psychology, & Managerial Studies, 3.7
Scott Sundhausen Scott Sundhausen's Fiduciary Asset Management Experience June 2008 - May 2010
Job International Broker and Cashiering Technician at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2011 - Present
Fiduciary Asset Management June 2008 - May 2010
Reuters January 2006 - September 2007
Bridge Trading a Reuters Company June 2003 - September 2005
Bridge Trading a Reuters Company December 2000 - June 2003
Skills
PowerPoint, Outlook, Windows, Microsoft Word, DOS, Mainframe, Microsoft Excel, Financial Analysis, Process Improvement, Risk Management, Microsoft Office, Access, Analysis, Customer Service, Business Analysis, Software Documentation, Accounting
Education
University of Missouri-Saint Louis 1982 — 1984
Northwest Missouri State University 1980 — 1981
Accounting
Stifel Nicolaus March 2011 - Present
Fiduciary Asset Management June 2008 - May 2010
Reuters January 2006 - September 2007
Bridge Trading a Reuters Company June 2003 - September 2005
Bridge Trading a Reuters Company December 2000 - June 2003
Skills
PowerPoint, Outlook, Windows, Microsoft Word, DOS, Mainframe, Microsoft Excel, Financial Analysis, Process Improvement, Risk Management, Microsoft Office, Access, Analysis, Customer Service, Business Analysis, Software Documentation, Accounting
Education
University of Missouri-Saint Louis 1982 — 1984
Northwest Missouri State University 1980 — 1981
Accounting
Alyssa Johnson Alyssa Johnson's Fiduciary Asset Management Experience December 2006 - October 2011
Job Client Reporting Specialist
Industry Investment Management
Experience
an investment company November 2011 - Present
Fiduciary Asset Management December 2006 - October 2011
Skills
Alternative Investments, Equities, Mutual Funds, Fixed Income, Bloomberg, Asset Management, Investments, Portfolio Management, Investment Management, Equity Research, Asset Allocation, Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Investment Advisory, Finance
Education
University of Missouri - St. Louis 2006 — 2011
Bachelor of Science in Business Administration, Finance
an investment company November 2011 - Present
Fiduciary Asset Management December 2006 - October 2011
Skills
Alternative Investments, Equities, Mutual Funds, Fixed Income, Bloomberg, Asset Management, Investments, Portfolio Management, Investment Management, Equity Research, Asset Allocation, Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Investment Advisory, Finance
Education
University of Missouri - St. Louis 2006 — 2011
Bachelor of Science in Business Administration, Finance
Michael Pagano Michael Pagano's Fiduciary Asset Management Experience May 1999 - March 2003
Job Managing Director & Head of Insurance Portfolio Management at Voya Investment Management (formerly ING Investment Mgmt)
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Tory Moore's Fiduciary Asset Management Experience January 2007 - June 2010
Job Principal at Triga Capital, LLC
Industry Financial Services
Experience
Triga Capital, LLC February 2013 - Present
Telemus Capital Partners LLC May 2011 - August 2011
Fiduciary Asset Management January 2007 - June 2010
Greycourt September 2006 - December 2006
Smith Barney, Merril Lynch September 2005 - April 2006
Skills
Equities, Equity Research, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Strategy, Financial Modeling, Alternative Investments, Fixed Income, Asset Managment, Technical Analysis, Financial Analysis, Investment Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, General Management
Trinity College-Hartford 2002 — 2006
BS, Economics
Shady Side Academy 1998 — 2002
Triga Capital, LLC February 2013 - Present
Telemus Capital Partners LLC May 2011 - August 2011
Fiduciary Asset Management January 2007 - June 2010
Greycourt September 2006 - December 2006
Smith Barney, Merril Lynch September 2005 - April 2006
Skills
Equities, Equity Research, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Strategy, Financial Modeling, Alternative Investments, Fixed Income, Asset Managment, Technical Analysis, Financial Analysis, Investment Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, General Management
Trinity College-Hartford 2002 — 2006
BS, Economics
Shady Side Academy 1998 — 2002
Jan Winters Jan Winters's Fiduciary Asset Management Experience 2000 - 2010
Job Owner Jan Creates for You
Industry Retail
Experience
Jan Creates of You May 2012 - Present
Wealth Management Advisors Inc May 2006 - Present
The Pampered Chef December 2012 - August 2013
Tomboy Tools 2009 - 2010
Puddle Ducks 2009 - 2010
Fiduciary asset management 2000 - 2010
The Traveling Vineyard May 2008 - January 2009
Hammond Associates January 1999 - December 2001
Kennedy Capital Management January 2000 - March 2001
Skills
Advent, DTC, Axys, Moxy, Microsoft Excel, Asset Managment, Microsoft Office, Investments, Accounting, Financial Analysis, Microsoft Word, Customer Service, Portfolio Management, Finance, Equities, Sewing, Machine Embroidery
Education
Southeast Missouri State University 1970 — 1971
Jan Creates of You May 2012 - Present
Wealth Management Advisors Inc May 2006 - Present
The Pampered Chef December 2012 - August 2013
Tomboy Tools 2009 - 2010
Puddle Ducks 2009 - 2010
Fiduciary asset management 2000 - 2010
The Traveling Vineyard May 2008 - January 2009
Hammond Associates January 1999 - December 2001
Kennedy Capital Management January 2000 - March 2001
Skills
Advent, DTC, Axys, Moxy, Microsoft Excel, Asset Managment, Microsoft Office, Investments, Accounting, Financial Analysis, Microsoft Word, Customer Service, Portfolio Management, Finance, Equities, Sewing, Machine Embroidery
Education
Southeast Missouri State University 1970 — 1971
Alan Donatiello, CFA's Fiduciary Asset Management Experience July 2009 - February 2010
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Atanu Ghosh, CFA's Fiduciary Asset Management Experience April 2005 - August 2011
Job Portfolio Manager at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management June 2013 - Present
Zacks Investment Managment 2011 - Present
Fiduciary Asset Management April 2005 - August 2011
New City Ventures, LLC May 2004 - August 2004
Dynamic Computing Services September 2002 - August 2003
ACI Worldwide June 1998 - August 2002
Tata Consultancy Services August 1995 - May 1998
Skills
Risk Management, Asset Allocation, Security Analysis, Equity Research, Portfolio Management, Equities, Private Equity, Bloomberg, Investment Management, Financial Modeling, Finance, Strategy, Analysis, Fixed Income, Investments, Hedge Funds, Asset Management, Banking, Valuation, Due Diligence, Alternative Investments, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Investment Advisory, Securities, Derivatives, Wealth Management, Capital Markets, Equity Valuation, Options, ETFs, Emerging Markets, Portfolio Optimization, Trading, Financial Analysis, Financial Risk, VBA
Education
Washington University in St. Louis 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA, Finance
Jadavpur University 1991 — 1995
BCSE, Bachelor in Computer Scienece and Engineering
Zacks Investment Management June 2013 - Present
Zacks Investment Managment 2011 - Present
Fiduciary Asset Management April 2005 - August 2011
New City Ventures, LLC May 2004 - August 2004
Dynamic Computing Services September 2002 - August 2003
ACI Worldwide June 1998 - August 2002
Tata Consultancy Services August 1995 - May 1998
Skills
Risk Management, Asset Allocation, Security Analysis, Equity Research, Portfolio Management, Equities, Private Equity, Bloomberg, Investment Management, Financial Modeling, Finance, Strategy, Analysis, Fixed Income, Investments, Hedge Funds, Asset Management, Banking, Valuation, Due Diligence, Alternative Investments, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Investment Advisory, Securities, Derivatives, Wealth Management, Capital Markets, Equity Valuation, Options, ETFs, Emerging Markets, Portfolio Optimization, Trading, Financial Analysis, Financial Risk, VBA
Education
Washington University in St. Louis 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA, Finance
Jadavpur University 1991 — 1995
BCSE, Bachelor in Computer Scienece and Engineering
Stephen East's Fiduciary Asset Management Experience 2003 - 2005
Job Senior Managing Director & Partner at ISI Group
Industry Financial Services
Experience
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
Michael Helgeson, CFA's Fiduciary Asset Management Experience January 2008 - April 2011
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 2011 - Present
Fiduciary Asset Management January 2008 - April 2011
Fiduciary Asset Management May 2004 - December 2007
American Century Investments January 2000 - July 2002
Skills
Portfolio Management, Investments, Equities, Strategy, Analysis, Economics, Management, Process Improvement, Team Leadership, Asset Management, Accounting, Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Equity Research, Alternative Investments, Fixed Income, Due Diligence, Investment Management, Investment Strategies, Hedge Funds, Bloomberg, Private Equity, Securities, Wealth Management, Mutual Funds
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Investment Management, Finance, Accounting
Iowa State University 1995 — 1999
Bachelor of Science, Finance, Management of Information Systems
Northern Trust April 2011 - Present
Fiduciary Asset Management January 2008 - April 2011
Fiduciary Asset Management May 2004 - December 2007
American Century Investments January 2000 - July 2002
Skills
Portfolio Management, Investments, Equities, Strategy, Analysis, Economics, Management, Process Improvement, Team Leadership, Asset Management, Accounting, Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Equity Research, Alternative Investments, Fixed Income, Due Diligence, Investment Management, Investment Strategies, Hedge Funds, Bloomberg, Private Equity, Securities, Wealth Management, Mutual Funds
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Investment Management, Finance, Accounting
Iowa State University 1995 — 1999
Bachelor of Science, Finance, Management of Information Systems
Jeffrey Grossman, CFA's Fiduciary Asset Management Experience 2004 - 2008
Job Strategic Investment Analyst | Investment Product Specialist | Investor Communication & Relations
Industry Investment Management
Experience
Littany Lane Investments January 2009 - Present
Fiduciary Asset Management 2004 - 2008
Globetrotters Engineering Corporation 2002 - 2004
The BRUT ECN 2000 - 2002
Chicago Board Options Exchange (CBOE) 1994 - 2001
Checkers Simon & Rosner 1987 - 1994
Skills
Equities, Derivatives, Investments, Trading, Options, Equity Derivatives, Securities, Wealth Management, Financial Analysis, Cash Flow, Risk Management, Institutional, Investment Strategies, Alternative Investments, Equity Research, Private Equity, Mutual Funds, Bloomberg, Investment Management, Fixed Income, Valuation, Asset Allocation, Asset Management, Financial Services, Corporate Finance, Financial Modeling, Finance, Due Diligence, Bonds, Hedge Funds, Financial Markets, Investment Advisory, Technical Analysis, Capital Markets, Equity Valuation, ETFs, Series 7, Equity Trading, Portfolio Management, Trading Strategies, Investment Banking, Hedging, Commodity, Electronic Trading, Currency, Global Macro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of Iowa 1982 — 1986
BBA, Accounting/Finance
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting/Finance
Littany Lane Investments January 2009 - Present
Fiduciary Asset Management 2004 - 2008
Globetrotters Engineering Corporation 2002 - 2004
The BRUT ECN 2000 - 2002
Chicago Board Options Exchange (CBOE) 1994 - 2001
Checkers Simon & Rosner 1987 - 1994
Skills
Equities, Derivatives, Investments, Trading, Options, Equity Derivatives, Securities, Wealth Management, Financial Analysis, Cash Flow, Risk Management, Institutional, Investment Strategies, Alternative Investments, Equity Research, Private Equity, Mutual Funds, Bloomberg, Investment Management, Fixed Income, Valuation, Asset Allocation, Asset Management, Financial Services, Corporate Finance, Financial Modeling, Finance, Due Diligence, Bonds, Hedge Funds, Financial Markets, Investment Advisory, Technical Analysis, Capital Markets, Equity Valuation, ETFs, Series 7, Equity Trading, Portfolio Management, Trading Strategies, Investment Banking, Hedging, Commodity, Electronic Trading, Currency, Global Macro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of Iowa 1982 — 1986
BBA, Accounting/Finance
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting/Finance
Jim Cunnane Jr.'s Fiduciary Asset Management Experience July 1996 - March 2012
Job Chief Investment Officer, MLP & Energy Infrastructure
Industry Investment Management
Experience
Advisory Research April 2012 - Present
Fiduciary Asset Management July 1996 - March 2012
Education
Indiana University Bloomington 1988 — 1992
Advisory Research April 2012 - Present
Fiduciary Asset Management July 1996 - March 2012
Education
Indiana University Bloomington 1988 — 1992
Maggie McKay's Fiduciary Asset Management Experience July 2010 - August 2011
Job Customer Service/ Packager at Kakao
Industry Marketing and Advertising
Experience
Fiduciary Asset Management July 2010 - August 2011
Society of St. Vincent de Paul 2010 - 2011
Vincentian Service Corps August 2009 - July 2010
Skills
Sales Support, Excel, PowerPoint, Elementary Education, Survey Development, Non-profit Experience, Volunteer Coordination, InDesign, Market Research, Youth Programming
Education
Murray State University 2005 — 2009
Bachelor of Science, Advertising, Marketing and Film Studies
Fiduciary Asset Management July 2010 - August 2011
Society of St. Vincent de Paul 2010 - 2011
Vincentian Service Corps August 2009 - July 2010
Skills
Sales Support, Excel, PowerPoint, Elementary Education, Survey Development, Non-profit Experience, Volunteer Coordination, InDesign, Market Research, Youth Programming
Education
Murray State University 2005 — 2009
Bachelor of Science, Advertising, Marketing and Film Studies
Shangarab Dey's Fiduciary Asset Management Experience July 2009 - September 2009
Job
Industry Financial Services
Experience
FINQ, LLC March 2012 - March 2013
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Federal Reserve Bank May 2009 - November 2009
Fiduciary Asset Management July 2009 - September 2009
Hammond Associates 2009 - 2009
Michael Nutter Mayoral Campaign October 2006 - May 2007
Nutter Campaign for Mayor 2007 - 2007
Skills
MLP, Financial Modeling, Financial Analysis, Valuation, Equity Research, Economics, Capital Markets, Corporate Finance, SAS, Statistics, Equities, VBA, Quantitative Analytics, Hedge Funds, Analytics, Fixed Income
Education
Washington University in St. Louis 2008 — 2009
MSF, Finance
University of Pennsylvania 2005 — 2008
BA, Economics, Mathematics
St. Paul's 2001 — 2005
ISM
ISM
FINQ, LLC March 2012 - March 2013
Wells Fargo October 2011 - February 2012
Wells Fargo March 2010 - October 2011
Federal Reserve Bank May 2009 - November 2009
Fiduciary Asset Management July 2009 - September 2009
Hammond Associates 2009 - 2009
Michael Nutter Mayoral Campaign October 2006 - May 2007
Nutter Campaign for Mayor 2007 - 2007
Skills
MLP, Financial Modeling, Financial Analysis, Valuation, Equity Research, Economics, Capital Markets, Corporate Finance, SAS, Statistics, Equities, VBA, Quantitative Analytics, Hedge Funds, Analytics, Fixed Income
Education
Washington University in St. Louis 2008 — 2009
MSF, Finance
University of Pennsylvania 2005 — 2008
BA, Economics, Mathematics
St. Paul's 2001 — 2005
ISM
ISM
Jennifer Garnett's Fiduciary Asset Management Experience June 2008 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fiduciary Asset Management June 2008 - May 2010
Education
University of Missouri-Columbia
Bachelor's Degree
Fiduciary Asset Management June 2008 - May 2010
Education
University of Missouri-Columbia
Bachelor's Degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY