Jack Schultz Email & Phone Number
Principal, Institutional Portfolio Consultant @ Bahl & Gaynor
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Jack Schultz Location
- Orinda, CA, US
Jack Schultz Work
- 2024 -now Principal, Institutional Portfolio Consultant @
- 2022 -2024 Vice President, Market Leader @
- 2004 -2022 Vice President, Senior Advisor Consultant @
Jack Schultz Education
- Vanderbilt University
BA (Economics and English)
- De La Salle High School
Jack Schultz Skills
- Banking
- Series 6
- Sales
- 529 Plans
- Separately Managed Accounts
- Wealth Management
- Alternative Investments
- Investment Strategies
- Asset Allocation
- Securities
- Investments
- Asset Managment
- Bonds
- 401k
- Financial Advisory
- Asset Management
- Mutual Funds
- Portfolio Management
- Strategic Planning
- Strategy
- Marketing
- Microsoft Excel
- Research
Jack Schultz Summary
- Jack Schultz, based in Orinda, CA, US, is currently a Principal, Institutional Portfolio Consultant at Bahl & Gaynor. Jack Schultz brings experience from previous roles at Invesco US and Franklin Templeton Investments. Jack Schultz holds a BA in Economics and English @ Vanderbilt University. With a robust skill set that includes Banking, Series 6, Sales, 529 Plans, Separately Managed Accounts and more. Jack Schultz has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Bahl & Gaynor Employees
Sam Koopman
Senior Portfolio Manager and Principal
Cincinnati, OH, US
Peter Knipe
Managing Director
New York, NY, US
Stephanie Thomas
Principal and Portfolio Manager
Cincinnati, OH, US
Jeff Bahl
Board Member and Portfolio Manager
Cincinnati, OH, US
J.p. Galvin
Executive Director, Strategic Relationships
New York, NY, US
Bob Groenke
Chief Executive Officer
Cincinnati, OH, US
Tita Rogers
Chief Compliance Officer
Cincinnati, OH, US
Keith Rennekamp
Principal and Portfolio Manager
Cincinnati, OH, US
Matthew Volpenhein
Director, Performance Measurement and Reporting
Cincinnati, OH, US
Jenelle Armstrong
Chief Administrative Officer
Cincinnati, OH, US
Ellis Hummel
Vice President, Principal and Portfolio Manager
Cincinnati, OH, US
Kevin Gade
Chief Operating Officer
Cincinnati, OH, US
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