Stuart Berkley, CFA

Stuart Berkley, CFA Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group

Expertise

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

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

CFA Institute, Member

CFA Society Kansas City, Member

Parkinson Foundation of the Heartland, Board Member

Bethany Lutheran Foundation, Board Member

Our People

William Koehler, CFA
President and Chief Executive Officer
Mark Allison, CFP®
Executive Vice President, Portfolio Manager
Stuart Berkley, CFA
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Meredith Bittle, CFA
Portfolio Manager, Head of Municipal Bond Research
James Braunsdorf, CFA
Vice President, Portfolio Manager
John Callegari, CFA
Senior Vice President, Portfolio Manager
Gary Cloud, CFA
Senior Vice President, Portfolio Manager
Ute Clune
Managing Director, Trust Investment Solutions
Dustin Cook
Portfolio Manager
William Courtney
Senior Vice President, Co-Chief Investment Officer, Select Growth
Michael S. Fasone
Vice President, Portfolio Manager
James Fields, CFA
Senior Vice President, Portfolio Manager
William Gedney
Senior Vice President, Relationship Manager
Peter Greig, CFA
Senior Vice President, Chief Investment Officer, Fixed Income
Bryan Grustas
Vice President, Head of Portfolio Implementation
Benjamin Hill, CFA
Senior Vice President, Portfolio Manager
Todd LaRose
Vice President, Portfolio Manager
Alex Larsen, CAIA®
Vice President, Portfolio Manager
Stephen Lawler
Vice President, Relationship Manager
Jon Lewis
Senior Vice President, Head of Business Administration
Matthew Montgomery, CFA
Senior Vice President, Co-Chief Investment Officer, Value Equity
Andrew Muther
Senior Vice President, Co-Chief Investment Officer, Value Equity
Jeff Otto, CFA
Senior Vice President, Co-Chief Investment Officer, Select Growth
Kristin Patterson
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Ben Pearson
Senior Investment Analyst
Brian Perott, CFA
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Trae Ratliff, CFP®
Portfolio Manager, Wealth Strategist
Jeff Ream, CFP®
Vice President, Portfolio Manager, Wealth Strategist
Craig Rockey
Business Development Director
Jenna Rose, CFA
Senior Vice President, Portfolio Manager
Amy Schaff, IACCP®
Senior Vice President, Chief Compliance Officer
Val Schaff, CFA
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
D. Patrick Schumann, CFA
Senior Vice President, Portfolio Manager
Tyler Sellers
Trader
Scott Sollars, CFP®
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Satu Stechschulte, CFA
Vice President, Portfolio Manager
Brian Stenson
Equity Trader
Rachel Stewart
Senior Vice President, Head of Business Intelligence
Tim Sturdy, CFA
Vice President, Portfolio Manager
Joe Tyner, CFA, CPA
Senior Investment Analyst
Bryan Unterhalter
Senior Vice President, Chief Investment Officer, Core Equity
Jake Urban
Vice President, Investment Operations
Emily West, CFP®
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Jeffrey White
Vice President, Trading

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.