Scott Preston Sollars
Gestor de Cartera-Acciones en Financial Counselors, Inc. .
Perfil
Mr. Scott P.
Sollars, CFA MBA, is a Senior Vice President, Portfolio Manager & Senior Wealth Strategist at Financial Counselors, Inc. He works primarily with private clients and a member of the Wealth Planning Group and the Asset Allocation Committee
He joined FCI in 2015 after serving five years as a vice president and senior portfolio manager at U.S.
Bank-Private Client Reserve where he provided solutions to individuals and families to help meet their financial goals.
He began his financial services career in 2002 and has additional experience in fund accounting as well performance and risk analysis working at State Street Bank & Trust and Waddell and Reed Investments.
Mr. Sollars received his BSBA degree from Missouri Western State College, a MS in Accounting degree from the University of Missouri-Kansas City and an MBA from Northwest Missouri State University.
Cargos activos de Scott Preston Sollars
| Empresas | Cargo | Inicio |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Gestor de Cartera-Acciones | 01/06/2015 |
Antiguos cargos conocidos de Scott Preston Sollars.
| Empresas | Cargo | Fin |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Gestor de Cartera-Acciones | 01/01/2015 |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Corporate Officer/Principal | - |
State Street Advisors, Inc.
 State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Corporate Officer/Principal | - |
Formación de Scott Preston Sollars.
| Northwest Missouri State University | Masters Business Admin |
| University of Missouri-Kansas City | Graduate Degree |
| Missouri Western State College | Undergraduate Degree |
Experiencias
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Activas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
State Street Advisors, Inc.
State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Finance |
Waddell & Reed LLC
Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
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