Stuart Berkley

Stuart Berkley, CFA

Senior Vice President
Portfolio Manager
Chief Wealth Strategist
Wealth Planning Group


ph: 913-663-0612

Stuart.Berkley@fciadvisors.com

Expertise

  • Client portfolio manager and member of the Wealth Planning Group, Fixed Income Investment, Manager Research and Asset Allocation Committees

Experience

  • Joined FCI in 2000 and has more than 25 years of experience in portfolio management.
  • Managed client portfolios at American National Bank, now J.P. Morgan, 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® charterholder

Professional/Civic Affiliations

  • Member, CFA Institute
  • Member, CFA Society Kansas City
  • Board member, Parkinson Foundation of the Heartland
  • Board member, Bethany Lutheran Foundation
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