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Perfil
Mr. Dennis P.
Schumann, CFA MBA, is a Senior Vice President & Portfolio Manager at The Midwest Trust Co. He is a Client portfolio manager and member of the Equity Income Investment Strategy Team.
Mr. Schumann has over 30 years of financial industry experience, and including serving as director of investments at Enterprise Bank & Trust, senior analyst at Edward Jones and as an analyst at Duff & Phelps.
He began his career in 1998 at Northern Trust.
He received his BSBA degree from Marquette University and an MBA from Loyola University of Chicago.
He holds a CFA designation.
Cargos activos de Patrick Schumann
| Empresas | Cargo | Inicio |
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Antiguos cargos conocidos de Patrick Schumann.
| Empresas | Cargo | Fin |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Gestor de Cartera-Acciones | 01/01/2025 |
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Director de Inversiones | 01/07/2012 |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Analyst-Equity | - |
Duff & Phelps Securities Co.
 Duff & Phelps Securities Co. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Corporate Officer/Principal | - |
Formación de Patrick Schumann.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
73
Relaciones de 1er grado
7
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Finance |
Duff & Phelps Securities Co.
Duff & Phelps Securities Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Loyola University of Chicago
 Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Finance |
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