Profile
Mr. Regis W.
Schultis, Jr. CFA, is a Director at Investors Capital Management, Inc. He has a wide range and depth of experience in security analysis and managing various accounts.
From 1967 he was Smith Barney's senior chemical analyst.
In 1977 he joined Citibank.
After 10 years at Citibank, he was employed by J.P.
Morgan Securities as Director of Equity Research and stock market strategist.
He was previously employed as Chairman by Van Cleef, Jordan & Wood, Inc.
Mr. Schultis received his undergraduate degree from the Massachusetts Institute of Technology and an MBA from Harvard University.
Former positions of Regis W. Schultis
| Companies | Position | End |
|---|---|---|
Van Cleef, Jordan & Wood, Inc.
 Van Cleef, Jordan & Wood, Inc. Investment ManagersFinance Van Cleef, Jordan and Wood, Inc. (VCJW) was founded in 1930 by Frank C. Van Cleef, J. Willard Jordan and Jabez H. Wood. The firm is a registered investment advisor located in New York City. They provide services for high-net worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Chairman | 2009-12-31 |
| Citigroup Asset Management | Analyst-Equity | - |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Investors Capital Management, Inc.
 Investors Capital Management, Inc. Investment ManagersFinance Investors Capital Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Darien, Connecticut. Founded in 1990, ICM provides personalized investment management and counsel to individuals, families, trusts, and charitable organizations. | Investment Committee Member | - |
Training of Regis W. Schultis
| Harvard University | Masters Business Admin |
| Massachusetts Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
| Citigroup Asset Management | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Investors Capital Management, Inc.
Investors Capital Management, Inc. Investment ManagersFinance Investors Capital Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Darien, Connecticut. Founded in 1990, ICM provides personalized investment management and counsel to individuals, families, trusts, and charitable organizations. | Finance |
Van Cleef, Jordan & Wood, Inc.
Van Cleef, Jordan & Wood, Inc. Investment ManagersFinance Van Cleef, Jordan and Wood, Inc. (VCJW) was founded in 1930 by Frank C. Van Cleef, J. Willard Jordan and Jabez H. Wood. The firm is a registered investment advisor located in New York City. They provide services for high-net worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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- Regis W. Schultis
