Profil
James Lee Moffett worked as a Chief International Equity Strategist at UMB Bank, NA (Investment Management).
He then worked as a Portfolio Manager at Commercial National Bank (Demopolis, Alabama) and Boatmen's Bank Iowa, NA.
Later, he worked as a Chief International Strategist at Scout Investments, Inc. from 2013 to 2016.
Mr. Moffett received his undergraduate degree from Harvard University and his MBA from Stanford University.
Ehemalige bekannte Positionen von Jim Moffett
| Unternehmen | Position | Ende |
|---|---|---|
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Portfolio Manager-Aktien | 01.07.2016 |
| Boatmen's Bank Iowa, NA | Corporate Officer/Principal | - |
| Commercial National Bank (Demopolis, Alabama) | Corporate Officer/Principal | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Portfolio Manager-Aktien | - |
Ausbildung von Jim Moffett
| Harvard University | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Erfahrungen
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| Private Unternehmen | 4 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Finance |
| Commercial National Bank (Demopolis, Alabama) | Finance |
| Boatmen's Bank Iowa, NA | Finance |
