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Career history of Tom Schrock
Former positions of Tom Schrock
Companies | Position | Start | End |
---|---|---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portfolio Manager-Equities | 31/01/2007 | 07/11/2018 |
McDonald Investments, Inc.
![]() McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - | - |
National City Bank (Cleveland, Ohio)
![]() National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - | - |
Training of Tom Schrock
Miami University | Undergraduate Degree |
Weatherhead School of Management | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
National City Bank (Cleveland, Ohio)
![]() National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
McDonald Investments, Inc.
![]() McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
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