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Bush O'Donnell Investment Advisors, INC

101 South Hanley Road, Suite 1260
ST. LOUIS, Missouri 63105
United States
 
Contact :      Mr. JOHN BROWN
Phone :       314-727-4555
Fax :             314-727-8829
Email :         johnforbrown@email.msn.com
Web :           http://

Bush O'Donnell Investment Advisors, INC Information

Type of organization :
Total Assets Managed ($Mil) : $380
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1986
Wrap Programs Offered? : No
# of Accounts Managed : 60
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bush O'Donnell Investment Advisors, INC History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Bush O'Donnell Investment Advisors, INC Personnel

Mr.  JOHN BROWN

Client Contact
Tel : 314-727-4555
Email: jfb@bushodonnell.com
Mr. Brown joined Bush O’Donnell in March of 1998 to oversee marketing and client relations. A graduate of St. Louis Country Day, John holds a B.A. from Pomona College and an M.B.A. from Washington University. He has studied strategy and marketing at the Kellogg School of Business, the Columbia School of Business, and the Burke Institute. John is a registered investment advisor representative.

Mr.  Mark Reed

Portfolio Manager
Tel : 314 727 4555
Email: mjr@bushodonnell.com
Mr. Reed joined Bush O’Donnell Investment Advisors in 1988. He is the lead portfolio manager of the Bush O’Donnell Core Stock portfolio. Prior to that he was with the St. Louis based investment firm of Stifel, Nicolaus & Company, Inc. where he managed new issues of equity and fixed-income securities. He earned a B.A. degree in economics from Denison University and an M.B.A. from Washington University, and studied economics and political science at the London School of Economics. Mr. Reed is a member of the Association for Investment Management and Research and the St. Louis Society of Financial Analysts, as well as serving as a director of the St. Louis Zoo Friends Association.

Mr.  Charles Meyer

Portfolio Manager
Tel : 3147274555
Email: cfm@bushodonnell.com
Mr. Meyer joined Bush O’Donnell Investment Advisors, Inc. in 2001. He is the lead portfolio manager of the Bush O’Donnell Large Cap Growth Stock Portfolio. Prior to joining Bush-O’Donnell Investment Advisors, Inc. he acted as a principal and an officer of a respected Investment Advisory and Broker Dealer firm located in St. Louis, MO. Charley earned a B.A. degree from DePauw University in Greencastle, IN. Mr. Meyer specializes in the management of portfolios for religious institutions and their related companies. Charley is active in the community and serves on several not-for-profit boards of directors.

Bush O'Donnell Investment Advisors, INC Product Name

Report Created: August,4 2020.  Copyright Money Manager Review , All rights Reserved.
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