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Mark Schultz
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Finance
Consumer Services
Profile
Dr. Daniel M.
Schultz, PhD CFA, is Chief Equity Officer & Administrative Vice President at Wilmington Trust Investment Advisors, Inc., Chief Equity Officer at Wilmington Funds Management Corp.
and Head of Equities at Wilmington Trust Investment Management LLC.
Dr. Schultz was previously employed as Vice President by M&T Bank Corp.
(Investment Management) and an Analyst by Royal Bank of Canada.
He received his undergraduate degree from Queen's University, a graduate degree from the University of Toronto and a doctorate degree from the University of Oxford.
Former positions of Mark Schultz
| Companies | Position | End |
|---|---|---|
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance WTIM uses fundamental, technical, and quantitative analysis. Their investment strategies include asset allocation strategies, quantitative strategies and multi-manager strategies. The firm invests in US and developed international small-, mid- and large-cap equity companies, and emerging markets and/or fixed income investments in US and international investment grade corporate, municipal and government bonds, US high-yield bonds, emerging markets bonds, and enhanced cash strategies. | Portfolio Manager-Equities | - |
Wilmington Funds Management Corp.
 Wilmington Funds Management Corp. Investment ManagersFinance WFMC seeks to deliver superior, risk-adjusted returns through innovative equity, fixed income, multi-asset, and alternative solutions. The firm uses fundamental quantitative and technical analysis for their investment approach. They may allocate fund assets between multiple sub-advisors who employ active and passive styles of management. WFMC establishes the strategies and asset allocation benchmarks for client investments. | Portfolio Manager-Equities | - |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Portfolio Manager-Equities | - |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | 31/05/1996 |
M&T Bank Corp. (Investment Management)
 M&T Bank Corp. (Investment Management) Investment ManagersFinance M&T Bank Corp.'s Discretionary Portfolio segment invests primarily in the stocks of US large-cap companies. The segment employs fundamental bottom-up research that is combined with initial quantitative screens. It seeks to identify the intrinsically undervalued stocks of companies with strong cash flows and good p/b book ratios. Their portfolios are benchmarked using the S&P 500 and Barra indices. | Analyst-Equity | 09/09/2011 |
Education of Mark Schultz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 8 |
|---|---|
Royal Bank of Canada
 Royal Bank of Canada Major BanksFinance Operates as a national commercial bank | Finance |
M&T Bank Corp. (Investment Management)
M&T Bank Corp. (Investment Management) Investment ManagersFinance M&T Bank Corp.'s Discretionary Portfolio segment invests primarily in the stocks of US large-cap companies. The segment employs fundamental bottom-up research that is combined with initial quantitative screens. It seeks to identify the intrinsically undervalued stocks of companies with strong cash flows and good p/b book ratios. Their portfolios are benchmarked using the S&P 500 and Barra indices. | Finance |
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance WTIM uses fundamental, technical, and quantitative analysis. Their investment strategies include asset allocation strategies, quantitative strategies and multi-manager strategies. The firm invests in US and developed international small-, mid- and large-cap equity companies, and emerging markets and/or fixed income investments in US and international investment grade corporate, municipal and government bonds, US high-yield bonds, emerging markets bonds, and enhanced cash strategies. | Finance |
Wilmington Funds Management Corp.
Wilmington Funds Management Corp. Investment ManagersFinance WFMC seeks to deliver superior, risk-adjusted returns through innovative equity, fixed income, multi-asset, and alternative solutions. The firm uses fundamental quantitative and technical analysis for their investment approach. They may allocate fund assets between multiple sub-advisors who employ active and passive styles of management. WFMC establishes the strategies and asset allocation benchmarks for client investments. | Finance |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Finance |
University of Oxford
 University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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