Jean A. Fidone-Schroer, CIMA®, AIF®

Vice President, Central-West

Tel: (402) 216-3693
jfidone@anchorcapital.com

Regional Coverage: AR, CO, IA, KS, MO, MT, NE, NM, ND, SD, UT, WY

 

Education

University of Nebraska-Omaha, B.S.B.A., 1987

University of Pennsylvania, Wharton School of Business, Certified Investment Management Analyst, 2001

University of Pittsburgh, Accredited Investment Fiduciary, 2004

Professional Background

2014-Present
Anchor Capital Advisors, LLC

2005-2014
Atalanta Sosnoff Capital, LLC, Senior Vice President

2004-2005
John Hancock Private Client Group, Senior Vice President

1998-2004
Rorer Asset Management, Vice President

1997-1998
Jenswold King and Associates, Vice President

1990-1997
A.G. Edwards and Sons, Assistant Vice President

1984-1990
Dean Witter Reynolds, Financial Advisors

Other Associations

Hearing Panel Member, Investment Management Consultants Association (IMCA)

Member, Denver University Parent Leadership Council

Advisory Board Member, Equity Owner, Benjamin F. Edwards and Company

Member, Morgan Stanley Client Council

Active Member, Money Management Institute

Recent Updates