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Stuart Berkley

CFA®
Senior Vice President and Portfolio Manager, FCI Advisors

Stuart Berkley is a Senior Vice President and portfolio manager with FCI Advisors (FCI). In addition to his responsibilities for managing portfolios and new business development, Stuart is a member of the Fixed Income Investment, Manager Research and Asset Allocation Committees at the firm.  He is also the Chief Wealth Strategist in the firm’s Wealth Planning Group. 

 

Stuart joined FCI in 2000 and has 35 years of experience in portfolio management. Prior to joining FCI, he managed client portfolios at J.P. Morgan and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments and investment management accounts.

 

Stuart is a Chartered Financial Analyst® and, as a charter holder, he is an active member in the CFA Society and CFA Society Kansas City, having historically served in various officer roles for the latter. He earned his BA in Economics from the University of Kansas and his MBA in Finance and Investments from DePaul University in Chicago. 

 

Stuart is a board member of the Kansas State Treasury Advisory Committee, a group that advises the state treasurer on the management of the Kansas 529 plan. Stuart is also the President of the Bethany Lutheran Foundation Board of Directors. 

 

In his free time, Stuart enjoys playing pickleball, skiing, watching Kansas University basketball and traveling with his family.

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