Stuart Berkley, CFA

Stuart Berkley, CFA Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group

Expertise

Client portfolio manager and member of the Wealth Planning Group, Fixed Income Strategy Team, Manager Research and Asset Allocation Committee

Experience

Joined FCI Advisors in 2000 and in 2025 was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust. He has more than 35 years of experience in portfolio management

Managed client portfolios at American National Bank, now J.P. Morgan, and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments and investment management accounts

Education

BA, University of Kansas

MBA, De Paul University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member

Bethany Lutheran Foundation, President

Kansas State Treasury Advisory Committee, Board Member

Our People

William Koehler, CFA
President
Mark Allison, CFP^®
Executive Vice President, Portfolio Manager
Stuart Berkley, CFA
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Meredith Bittle, CFA
Portfolio Manager, Head of Municipal Bond Research
John Callegari, CFA
Senior Vice President, Portfolio Manager
Ute Clune
Managing Director, Trust Investment Solutions
Dustin Cook
Portfolio Manager
William Courtney
Senior Vice President, Co-Chief Investment Officer, Select Growth
Michael S. Fasone
Vice President, Portfolio Manager
James P. Fields, CFA
Senior Vice President, Portfolio Manager
Josh Fultz, CFP^®
Portfolio Manager, Wealth Strategist
Bryan Grustas
Senior Vice President, Head of Portfolio Implementation
Benjamin Hill, CFA
Senior Vice President, Portfolio Manager
Todd LaRose
Senior Vice President, Portfolio Manager
Alexander P. Larsen, CFA, CAIA
Vice President, Portfolio Manager
Stephen Lawler
Senior Vice President, Relationship Manager
Matthew Montgomery, CFA
Senior Vice President, Co-Chief Investment Officer, Value Equity
Andrew Muther
Senior Vice President, Co-Chief Investment Officer, Value Equity
Jeff Otto, CFA
Senior Vice President, Co-Chief Investment Officer, Select Growth
Kristin Patterson
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Ben Pearson
Senior Investment Analyst
Brian Perott, CFA
Senior Vice President, Managing Director Portfolio Manager, Head of Asset Allocation
Trae Ratliff, CFP^®
Vice President, Portfolio Manager
Jeff Ream, CFP^®
Vice President, Portfolio Manager, Wealth Strategist
Craig Rockey
Business Development Director
Jenna Rose, CFA
Senior Vice President, Portfolio Manager
Val F. Schaff, CFA
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Matt J. Schmitt, CFA
Senior Vice President, Portfolio Manager
D. Patrick Schumann, CFA
Senior Vice President, Portfolio Manager
Scott Sollars, CFP^®
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Satu Stechschulte, CFA
Vice President, Portfolio Manager
Rachel Stewart
Senior Vice President, Head of Business Intelligence
Tim Sturdy, CFA
Vice President, Portfolio Manager
Bryan Unterhalter
Senior Vice President, Chief Investment Officer, Core Equity
Emily West, CFP^®
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.