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Ute D. Clune
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Perfil
Ms. Ute D.
Clune is Vice President at Financial Counselors, Inc. She joined FCI in 2009 after serving as a vice president with Wright Investors’ Service where she focused on client service and business development in the community bank trust department market.
Ms. Clune served as an account manager focusing on financial services companies at Partner Advisors and as an investment banking analyst performing due diligence on financial institutions at Morgan Stanley
Ms. Clune received her undergraduate degree from Middlebury College.
Antiguos cargos conocidos de Ute D. Clune.
Empresas | Cargo | Fin |
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Wright Investors' Service, Inc.
![]() Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | - |
MORGAN STANLEY | Corporate Officer/Principal | - |
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. | Ventas & Marketing | - |
Formación de Ute D. Clune.
Middlebury College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas cotizadas | 1 |
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MORGAN STANLEY | Finance |
Empresas privadas | 2 |
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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 |
Wright Investors' Service, Inc.
![]() Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
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