Please give us an overview of Scout Investments and its history. Mr. Smashey: Sure. Scout Investments has been around for a long time. The firm has been managing mutual fund money since 1982. The ...

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Please give us an overview of RMB, which I understand is now Curi Capital? Mr. Faber:  Yes. Curi Capital is an investment advisory firm focused on preserving and growing wealth for individuals and ...

To start things off, I understand that your education wasn’t in finance. So how did you get started in the industry? Ms. Love: My background might not historically read “finance nerd,” but I am indeed ...

Please give us an overview of Janus Henderson and your role. Mr. Schaechterle: Janus Henderson is a diversified asset manager with, as of June 30 this year, approximately $457 billion in assets under ...

The Wall Street Transcript is a completely unique resource for investors and business researchers.

Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...

Word count: 3,081 TWST: For the benefit of our readers, let’s start with a high-level overview of the firm’s investment approach and philosophy. Mr. Chintalapalli: Parnassus was founded in ...

Joseph Rinaldi is President and Chief Investment Officer at Quantum Financial Advisors, Inc. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings ...

Michael J. Alkire is the President and CEO of Premier Inc. Earlier, he was president of Premier Purchasing Partners, which offers group purchasing, supply chain and resource utilization services ...

Curtis C. Simard serves as the President and CEO of Bar Harbor Bankshares and its subsidiary, Bar Harbor Bank & Trust. Founded in 1887, Bar Harbor Bank & Trust is a full-service community bank ...

William Lansing is the Chief Executive Officer of FICO. Before joining FICO, Mr. Lansing served as CEO and president of InfoSpace, and also as CEO and President of ValueVision Media. He was a ...