← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（05/24/2024）
FINANCIAL COUNSELORS INC · 所有者与执行高管（CRD 106398）
机构事实页：FINANCIAL COUNSELORS INC 事实页 → | 官方原文：IAPD firm-summary/106398
Schedule A · 直接所有者（29 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HUNTER, ROBERT, TYLER | 个人 | DIRECTOR, VICE CHAIRMAN | — | NA |
| ALLISON, MARK, STERLING | 个人 | DIRECTOR, EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| COURTNEY, WILLIAM, MICHAEL | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER-SELECT GROWTH | — | NA |
| GREIG, PETER, GORDON | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER- FIXED INCOME | — | NA |
| BERGMAN, BRADLEY, ANTHONY | 个人 | DIRECTOR, CHAIRMAN OF THE BOARD | 是 | NA |
| FCI HOLDING CORPORATION | 境内实体 | PARENT COMPANY OF FINANCIAL COUNSELORS, INC. | 是 | E |
| BERKLEY, STUART, CARLTON | 个人 | DIRECTOR, SENIOR VICE PRESIDENT,CHIEF WEALTH STRATEGIST | — | NA |
| PEROTT, BRIAN, EUGENE | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, MANAGING DIRECTOR, ASSISTANT SECRETARY | — | NA |
| SCHAFF, VAL, FREDERICK | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER, ASSISTANT SECRETARY | — | NA |
| HAGEMANN, ALFRED, CARL | 个人 | DIRECTOR | — | NA |
| CLOUD, GARY, BRUCE | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER-FIXED INCOME | — | NA |
| SCHAFF, AMY, LYN | 个人 | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER, SECRETARY, ASST. TREASURER | — | NA |
| KOEHLER, WILLIAM, EDWARD | 个人 | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 是 | NA |
| PERRY, STACEY, DEAN | 个人 | DIRECTOR | — | NA |
| MUTHER, ANDREW, RICHARD | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| MONTGOMERY, MATTHEW, LINK | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| HILL, BENJAMIN, VINCENT | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| SCHUMANN, DENNIS, PATRICK | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| JOHNSON, TIMOTHY, ANDREW | 个人 | CFO | — | NA |
| PATTERSON, KRISTIN, KNIGHT | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, HEAD OF INVESTMENT MANAGER RESEARCH, PORTFOLIO MANAGER | — | NA |
| SOLLARS, SCOTT, PRESTON | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| OTTO, JEFFREY, BRENDON | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER, SELECT GROWTH | — | NA |
| WEST, EMILY, PAGE | 个人 | DIRECTOR, VICE PRESIDENT, DIRECTOR OF WEALTH PLANNING, PORTFOLIO MANAGER | — | NA |
| LAROSE, TODD, ALLEN | 个人 | DIRECTOR, VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| UNTERHALTER, BRYAN, ANTHONY | 个人 | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| CLUNE, UTE, DALEY | 个人 | DIRECTOR, MANAGING DIRECTOR | — | NA |
| CALLEGARI, JOHN, DAVID | 个人 | DIRECTOR, VICE PRESIDENT, PORTFOLIO MANAGER | — | NA |
| YOST, DAVID, BRENT | 个人 | DIRECTOR | — | NA |
| MORRISON, ROBERT, EUGENE | 个人 | DIRECTOR | — | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| BERGMAN, BRADLEY, ANTHONY | PRESIDENT, DIRECTOR, CHAIRMAN OF THE BOARD | 是 |
| MTC HOLDING CORPORATION | SHAREHOLDER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
