Jim Schrott
Portfolio Manager-Aktien bei Medallion Wealth Management, Inc.
Profil
Mr. James L.
Schrott is a Portfolio Manager at Medallion Wealth Management, Inc. He has over 35 years of experience in the financial services industry in Western Pennsylvania working with high net worth individuals, foundations/endowments and pension and profit sharing plans.
Prior to joining Medallion, he served as a financial advisor and portfolio manager with a regional financial services company and as a senior relationship manager, senior investment officer and metro-region team leader at a large wealth management organization.
Mr. Schrott earned a Bachelor of Business Administration degree with a major in finance from the University of Miami, Coral Gables, Florida, graduated from the Central Atlantic School of Trust and is a Certified Wealth Strategist.
Aktive Positionen von Jim Schrott
| Unternehmen | Position | Beginn |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Portfolio Manager-Aktien | - |
Ausbildung von Jim Schrott
| University of Miami | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
