Top Portfolio Managers in Greater St. Louis Area

Rick Heinrichs

Productivity Consultant

Greater St. Louis Area

Productivity Consultant

Vice President / New Business Development

Director of Development

Vice President/Wealth Management

Vice President

Associate Vice President/Senior Portfolio Manager

Associate Vice President/Portfolio Manager

Rockhurst University

Christian Brothers College High School

Recommendations: 6

Financial Planning

Fundraising

Event Management

Customer Relations

Non-profits

Public Speaking

Event Planning

New Business Development

Ralph Donnelly

President - Sr. Consultant FDA Regulated Industries

Greater St. Louis Area

President - Sr. Consultant FDA Regulated Industries

President

Sr. Project Manager

Project Manager

Capital Project Portfolio Manager

FDA Remediation Consultant -

Sr. Consultant

Process Remediation Engineer

Member

Project Manager - Consultant

Consultant

Director of Engineering

Project Engineer

LeTourneau University

Bradley Bourbounais HS

Recommendations: 6

GMP

Validation

Quality Systems

Remediation

Project Planning

Construction Management

Project Implementation

Commissioning

Kym Crowell

AVP - Sr. Credit Analyst

Greater St. Louis Area

AVP - Sr. Credit Analyst

AVP - CRE Relationship Manager

AVP - CRE Portfolio Manager

Sr. Credit Analyst

Commercial Loan Closer

Escrow Manager

Maryville University of Saint Louis

Recommendations: 6

Credit Analysis

Financial Analysis

Market Analysis

Tax Credits

Commercial Real Estate Analysis

Portfolio Management

Due Diligence

Title Insurance

k****[email protected]

Joshua Ulrich

Committee Member

Greater St. Louis Area

Committee Member

Quantitative Analyst

Committee Member

Risk Management Consultant - Whole Loan Valuation

Analytics Consultant - Hedge Research and Analytics

Senior Portfolio Analyst and Trader

Risk Management Consultant - Servicing Portfolio Management

Owner

Senior Quantitative Programmer & Analyst

Portfolio Manager Assistant

Research Analyst

University of Missouri-Saint Louis

Recommendations: 5

Quantitative Analytics

Statistics

Portfolio Management

Portfolio Optimization

Time Series Analysis

C++

SAS

Antonio Cook

Portfolio Manager

Greater St. Louis Area

Portfolio Manager

Owner

International Distributor

CEO

Warner Robins

Kaiserslautern High School Germany

Recommendations: 3

Television

Broadcast

Production

Radio

Film

Video

Entertainment

Music

Bruce Thomas-Benke

Portfolio Manager - Upstream Water

Greater St. Louis Area

Portfolio Manager - Upstream Water

Eastern U.S. Business Development Leader, Water & Process

Design Section Manager

University of Minnesota Institute of Technology

Mounds View H.S.

Recommendations: 2

Water Resources

Water Management

Feasibility Studies

Process Engineering

Mining

Water Treatment

Environmental Awareness

Environmental Consulting

b****[email protected]

Ben Dodd

SVP, Corporate Lending Officer

Greater St. Louis Area

SVP, Corporate Lending Officer

Credit Portfolio Manager

Chief Financial Officer

Credit Officer

Vice President, Acquisitions

Investment Banking Analyst

Saint Louis University

Covenant Theological Seminary

Northwestern University

Recommendations: 1

b****[email protected]

Curtis Spillers, CFA

Investment Research Analyst

Greater St. Louis Area

Investment Research Analyst

Vice President

Director, Mergers Acquisitions

Group Vice President I Project Finance

Vice President I Portfolio Manager

AVP I Business Development

Banking Associate

Purdue University - Krannert School of Management

University of Puget Sound

Recommendations: 0

Portfolio Management

Investment Management

Project Finance

Investments

Commercial Banking

Private Placements

Corporate Finance

Due Diligence

c****[email protected]

Paul Christopher, CFA

Managing Director - Chief International Investment Strategist

Greater St. Louis Area

Managing Director - Chief International Investment Strategist

Global Macro Strategist and Portfolio Manager

Associate VP and Senior Economist

Senior Analyst

Manager

University of Rochester

Saint Louis University

Recommendations: 0

p****[email protected]

Alik Ulmasov

Investment Strategies Analyst

Greater St. Louis Area

Investment Strategies Analyst

Investment Strategies Intern

Teaching Assistant– CSE 240 Logic and Discrete Mathematics

President / Portfolio Manager

ACT Instructor / SAT Instructor, Tutor

Washington University in St. Louis

Recommendations: 0

Financial Modeling

VBA

Matlab

Fixed Income

Interest Rate Derivatives

Programming

SQL

Timothy Matson

Chief Investment Officer

Greater St. Louis Area

Chief Investment Officer

Investment Management Consultant

Head of Investments

Regional Head of Fixed Income

Chief Investment Officer

Fixed Income Portfolio Manager

Fixed Income / Securitization Manager

ATM Product Manager

Harvard Business School - Executive Education

Cornell University - S.C. Johnson Graduate School of Management

Cornell University

Randolph Central School

Recommendations: 0

Investments

Fixed Income

Investment Strategies

Risk Management

Capital Markets

Asset Allocation

Financial Modeling

Portfolio Management

m****[email protected]

Fabio Estrella

Vice-President - Cardholder Solutions

Greater St. Louis Area

Vice-President - Cardholder Solutions

Marketing Director

Director

Senior Portfolio Manager

BSP - Business School Sao Paulo

FAAP - Fundação Armando Álvares Penteado

Recommendations: 0

B2B

Marketing

Product Management

Business Strategy

Marketing Strategy

Strategy

Strategic Planning

Business Planning

f****[email protected]

Jimmy Abbott

Relationship Manager, AVP

Greater St. Louis Area

Relationship Manager, AVP

Portfolio Manager - Commercial and Industrial

Middle Market and Large Corporate Credit Underwriter

Management Associate

Turf Science Intern

Purdue University - Krannert School of Management

Recommendations: 0

Ted McNulty

Director of Investments

Greater St. Louis Area

Director of Investments

Director of Investments for Wealth Management

Portfolio Manager

University of Tulsa

Christan Brothers College

Recommendations: 0

Asset Allocation

Wealth Management

Portfolio Management

Asset Managment

Investment Advisory

Investments

Investment Strategies

Mutual Funds

t****[email protected]

Andrew Folsom, CFA

Investment Analyst, Vice President

Greater St. Louis Area

Investment Analyst, Vice President

Chief Investment Officer

Jacksonville Chair

Portfolio Manager

Investment Services Advisor

University of Central Florida - College of Business Administration

Recommendations: 0

Portfolio Management

Microsoft Office 2007

Critical Thinking

Group Presentations

Investment Research

Due Diligence

Daniel Feder, CFA

Managing Director

Greater St. Louis Area

Managing Director

Senior Investment Manager

Managing Director & Advisor, Heritage Fund

Managing Director

Portfolio Manager

Vice President

Counsel

Attorney

Trinity College-Hartford

Boston University School of Law

University of Massachusetts, Amherst

Recommendations: 0

d****[email protected]

Mark Trenter

Manager of Systems and Account Administration

Greater St. Louis Area

Manager of Systems and Account Administration

Assistant Portfolio Manager

Group Accountant

Digital Marketing Manager

Intranet Site Manager

Intranet Product Manager

Project Manger

Intranet - Site Manager

Missouri State University

Recommendations: 0

Process Improvement

Project Management

Leadership

Intranet

Risk Management

Financial Services

Management

Account Management

m****[email protected]

John Meara

Portfolio Manager

Greater St. Louis Area

Portfolio Manager

Analyst

University of Missouri-Columbia

Recommendations: 0

Portfolio Management

Equities

Investments

Asset Management

Asset Managment

Investment Management

Equity Research

Valuation

L. Phillip Stone IV, CFA MBA

Barbara CISM

Company Name Charter Communications

Greater St. Louis Area

Company Name Charter Communications

Expert Business & Systems Analyst

Portfolio Manager

Company Name American Family Insurance

Regulatory Pricing Analyst; Gas Trading & Dispatch Analyst

University of Wisconsin-Madison - School of Business

Ferrum College

Recommendations: 0

b****[email protected]

Guy-Robert Porter

Chief Portfolio Manager

Greater St. Louis Area

Chief Portfolio Manager

Professional Member - Finance, Medicine

Executive Officer

Director

Adjunct Clinical Faculty

Director of Clinical Research

Washington University in St. Louis

Logan University

Recommendations: 0

Portfolio Management

Options

Derivatives

Equities

Investments

Hedge Funds

Trading

Financial Markets

e****[email protected]

Chris Jersan

Research Analyst

Greater St. Louis Area

Research Analyst

Analyst / Portfolio Manager

Saint Louis University

Recommendations: 0

Bloomberg

Financial Modeling

Equity Valuation

Equity Research

Valuation

Financial Analysis

Equities

c****[email protected]

Steve Buesching

Commercial Lender - VP

Greater St. Louis Area

Commercial Lender - VP

Investment Banker

Portfolio Manager

Revenue management

Senior Vice President

Webster University

Babson College

Recommendations: 0

Commercial Banking

Commercial Lending

Loans

Credit

Banking

Credit Analysis

s****[email protected]

Lucas Gredell

Assistant Vice President, Portfolio Manager

Greater St. Louis Area

Assistant Vice President, Portfolio Manager

Sr. Portfolio Financial Analyst

Project Consultant

Intern

Washington University in St. Louis School of Law

Washington and Lee University

Recommendations: 0

Analysis

Financial Analysis

Banking

Legal Research

Financial Structuring

Microsoft Office

Tax

Finance

l****[email protected]

Kevin Sichra

IT Director- Centene Technologies

Greater St. Louis Area

IT Director- Centene Technologies

Portfolio Manager - IT Integration/Merger and Acquisition

IT Portfolio Manager - Global Precision Ag Platform

IT Portfolio Manager - Global IT PMO-Salesforce and SAP Solutions

Enterprise Portfo Manager-Strategic Programs (IT Consultant)

IT Program Manager-Center for Clinical Excellence, Business Intelligence, Application Development

Webster University MBA

Project Management Institute PMP

Maryville Technologies ITIL

Recommendations: 0

s****[email protected]

Managing Partner

Greater St. Louis Area

Managing Partner

Portfolio Manager

Sr. Investment Analyst / PM

Equity Research Analyst

Loyola College in Maryland

University of Maryland College Park

Recommendations: 0

Equities

l****[email protected]

Stacy (Rowold)

Product Owner/Implementation Process & Training

Greater St. Louis Area

Product Owner/Implementation Process & Training

Director Client Services/Product Owner

Senior Business System Analyst/Business Product Owner

North America Sales Planning & Reporting Manager

Operations Manager

Project Portfolio Manager

Senior Product Manager

Business Agility Coach - Senior Consultant

Director, Customer Experience

Lindenwood University

Recommendations: 0

d****[email protected]

Steven Fraley, MBA

Associate Portfolio Manager

Greater St. Louis Area

Associate Portfolio Manager

Wealth Management Associate

Business Development Intern

Washington University in St. Louis

University of Illinois at Urbana-Champaign

Recommendations: 0

Financial Planning

Wealth Management

Investments

Wealth

Asset Management

Estate Planning

Asset Allocation

Investment Advisory

s****[email protected]

Krystal West

Assistant Portfolio Manager

Greater St. Louis Area

Assistant Portfolio Manager

Investment Analyst

Academic Coach

Intern

College for Financial Planning

Saint Louis University - John Cook School of Business St

Recommendations: 0

Equities

Financial Analysis

Investments

Microsoft Excel

Data Analysis

Access

PowerPoint

Financial Modeling

k****[email protected]

Mark Hanis

Head of Delivery Americas - Digital Payment Technologies - Mobile Transaction Solutions

Greater St. Louis Area

Head of Delivery Americas - Digital Payment Technologies - Mobile Transaction Solutions

Portfolio Manager - Innovation & Strategy

PROGRAM LEADER - MASTERPASS ®, EMERGING PAYMENTS DIVISION

BUSINESS LEADER AND CONSULTANT, PROGRAM MANAGEMENT

FOUNDER & ENTREPRENEUR

STRATEGY & CHANGE – MANAGEMENT CONSULTANT

SENIOR CONSULTANT, E-COMMERCE SOLUTION DESIGN AND IMPLEMENTATION

Washington University in St. Louis - Olin Business School

University of Western Ontario

Recommendations: 0

Business Leadership

Mobile Payment Platforms

Product Management

Program Management

Strategic Planning

IT Strategy

Entrepreneurship

Management

m****[email protected]

m*****@nitecoaster.com

Willem Schilpzand, CFA

Portfolio Manager

Greater St. Louis Area

Portfolio Manager

Equity Intern

Global Equity Research Intern

Investment Analyst

Commissionaire Accountant

Financial Analyst

Columbia University - Columbia Business School

University of Regensburg

University of Georgia - Terry College of Business

Recommendations: 0

w****[email protected]

Emilie Moody

Portfolio Manager

Greater St. Louis Area

Portfolio Manager

Mortgage Portfolio Manager

Sr Credit Underwriter - Private Lending

Business Banking Officer

Butler University - College of Business Administration

Indiana State University

Recommendations: 0

Banking

Loans

Mortgage Lending

Mortgage Banking

Loan Origination

Credit Risk

Financial Analysis

Commercial Lending

e****[email protected]

Nathaniel Klitzing, CFP®

Partner & Principal Wealth Advisor

Greater St. Louis Area

Partner & Principal Wealth Advisor

Financial Advisor

Portfolio Manager / Investment Specialist

Southern Illinois University, Carbondale

Recommendations: 0

Wealth Management

Investments

Investment Management

Investment Advisory

Portfolio Management

Retirement Planning

Strategic Financial Planning

Securities

n****[email protected]

Ryan Altmansberger, CWS®

VP Private Wealth

Greater St. Louis Area

VP Private Wealth

VP Portfolio Manager

Research Analyst

Millikin University

Saint Louis University

Recommendations: 0

John Stieven, Sr. CFA®, CFP®

Kathy Randazzo

Moet Hennessy Portfolio Manager

Greater St. Louis Area

Moet Hennessy Portfolio Manager

Sales Representative

Assistant Buyer

University of Missouri-Columbia

Ladue High School

Recommendations: 0

Wine Tasting

Wine

Beer

Wineries

Food Pairing

Champagne

Alcoholic Beverages

Beverage Industry

k****[email protected]

Tom Brady, CFA, CFP®

Senior Vice President - Investments & PIM Portfolio Manager

Greater St. Louis Area

Senior Vice President - Investments & PIM Portfolio Manager

Senior Vice President - Capital Markets

Senior Vice President

Vice President

University of Notre Dame

University of Chicago

Recommendations: 0

Investments

Financial Advisory

Asset Allocation

Retirement Planning

Financial Services

Investment Planning

401(k) Rollovers

t****[email protected]

Adjunct Professor

Greater St. Louis Area

Adjunct Professor

President

Adjunct Full Professor

Portfolio Management Strategy Manager

Senior Investment Research Analyst

Course Reviewer

Board Member

Adjunct Professor

Senior Portfolio Manager

Auction Co-Chair

Chairman, Annual Auction

Sr Pilot, Lieutenant Colonel

Curb Boy

Caddy

Air Force Institute of Technology

SLUH

Central Michigan University

Parks College -- St. Louis University

Recommendations: 0

Brett A. Rufkahr, CFA, CAIA

Curtis Huge

Portfolio Manager

Greater St. Louis Area

Portfolio Manager

Associate Project Manager

Senior Project Coordinator

Project Coordinator/ Contractor

Auto Body Technician

Southern Illinois University, Edwardsville

Recommendations: 0

Customer Service

Microsoft Office

Microsoft Excel

Microsoft Word

Troubleshooting

Visio

PowerPoint

Project Management

c*****@siue.edu

c****[email protected]

Gregory Karcher

Vice President of Capital Markets and Modeling

Greater St. Louis Area

Vice President of Capital Markets and Modeling

Performance Analyst

Senior Portfolio Manager

Southern Illinois University Edwardsville

Recommendations: 0

Asset Allocation

g****[email protected]

Chief Operating Officer

Greater St. Louis Area

Chief Operating Officer

Market Executive/Private Client Advisor - Senior Vice President

Director of Institutional Trust Investments - Vice President

Director of Investments, SVP

Adjunct Professor (Evening Faculty)

Portfolio Manager - Assistant Vice President

Saint Louis University

DeSmet Jesuit High School

University of Missouri-Saint Louis

Recommendations: 0