chief investment officer core equity team@ FCI Advisors
Kansas City, Missouri, United States
Bryan Unterhalter
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University of St. Thomas (TX)
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Tell me more about Bryan Unterhalter?
FlashIntel GPTBryan Unterhalter is a highly experienced investment management professional with 26.9 years of work experience. He has held various positions in the industry, including Chief Investment Officer at US Trust and Market Investment Director and Senior Portfolio Manager at U.S. Trust. Bryan has also worked as a Portfolio Manager at Invesco US and as a Portfolio Manager at FCI Advisors. He has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and institutional investors. Bryan's expertise and extensive work history make him a valuable asset in the field of investment management.
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About
... Manager at US Trust. Location: Kansas City, Missouri Area; Industry: Investment Management ... VP & Portfolio Manager at American Century Investments...
Work Experience
chief investment officer core equity team
Investment Management
Bryan Unterhalter's Professional Milestones
- Market Investment Director And Senior Portfolio Manager (2014-01-01~2017-04-01): Successfully managed multiple portfolios, optimizing portfolio performance and driving substantial returns for clients.
- Portfolio Manager (1997-01-01~2007-01-01): Achieved consistent sales growth by effectively implementing strategic portfolio management processes.
Education
Finance
1997-1999Skill
Investment Management
Certification
Colleagues
Gary Cloud, CFA
co-chief investment officer - fixed income at fci advisors
William Koehler, CFA
President | Chief Executive Officer
Joe DiNardo
ceo at financial counselors inc
Bill Courtney
co-chief investment officer select growth at fci advisors
Gary Cloud
Co-Chief Investment Officer - Fixed Income
Other Named Bryan Unterhalter
Frequently asked questions
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Bryan Unterhalter works for FCI Advisors
Bryan Unterhalter's role in FCI Advisors is chief investment officer core equity team
Bryan Unterhalter works in the industry of Investment Management
Bryan Unterhalter's colleagues are Gary Cloud, CFA,William Koehler, CFA,Joe DiNardo
Bryan Unterhalter's latest job experience is chief investment officer core equity team at FCI Advisors
Bryan Unterhalter's latest education in University of St. Thomas (TX)
