Brian Perott

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Consumer Services

Profile

Mr. Brian E.
Perott, CFA, is a Senior Vice President, Managing Director, Portfolio Manager & Head of Asset Allocation at The Midwest Trust Co. Mr. Perott has over 20 years of investment experience, managing portfolios for foundations, endowments, personal trusts, and employee benefit accounts at both Mercantile Bank and Commerce Bank.
Mr. Perott received his BA in Economics from the University of Kansas.
He is a Chartered Financial Analyst.

Brian Perott active positions

Companies	Position	Start

All active positions of Brian Perott

Former positions of Brian Perott

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	2024-12-31
Commerce Bank (Investment Management) Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon.	Portfolio Manager-Equities	-
Mercantile Bank & Trust, FSB (Dallas, Texas) Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank	Corporate Officer/Principal	-

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Linked companies

Private companies	4
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
Commerce Bank (Investment Management) Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon.	Finance
Mercantile Bank & Trust, FSB (Dallas, Texas) Mercantile Bank & Trust, FSB (Dallas, Texas) Financial ConglomeratesFinance Federally chartered savings bank	Finance
University of Kansas University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services