Profile
Mr. Val F.
Schaff, CFA MBA, is a Senior Vice President, Portfolio Manager & Head of Portfolio Advisory Group at The Midwest Trust Co. Has over more than 35 years of experience managing portfolios for personal trusts, employee benefit plans, foundations, endowments and investment management accounts.
Mr. Schaff was previously employed as a Principal by Mercantile Bank & Trust, FSB (Dallas, Texas).
He Headed the investment management group of the Kansas City region of Mercantile Bank (now US Bank).
He received his undergraduate degree from Kenyon College and an MBA from Washington University in St. Louis.
He holds a CFA designation.
Val Schaff active positions
| Companies | Position | Start |
|---|
Former positions of Val Schaff
| Companies | Position | End |
|---|---|---|
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Analyst-Equity | 01/01/2025 |
Mercantile Bank & Trust, FSB (Dallas, Texas)
Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Corporate Officer/Principal | - |
Training of Val Schaff
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Mercantile Bank & Trust, FSB (Dallas, Texas)
Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank | Finance |
Kenyon College
Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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