TEAM

Stuart C. Berkley, CFA

Senior Vice President
Portfolio Manager

Expertise:

Client portfolio manager and member of the Fixed Income Investment, the Mutual Fund Selection and the Asset Allocation Committees

Experience:

Joined FCI in 2000 and has over 20 years of experience in portfolio management

Managed client portfolios at First National Bank of Chicago and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments and investment management accounts.

Education:

BA, University of Kansas
MBA, De Paul University
Chartered Financial Analyst

Professional/Civic Affiliations:

Member, CFA Institute
Board member of Kansas City CFA Society

Contact Info:

913-663-0321 (Kansas Office)
816-329-1524 (Missouri Office)
Stuart.Berkley@fciadvisors.com