Jeffrey S. Schultz
Jeffrey S. Schultz, CFA
Vice President - Trust Investment Officer
- Southwest Graduate School of Banking, Southern Methodist University, 2006
- Chartered Financial Analyst, 1992
- B.B.A., Texas Christian University, 1984
Professional Background
Mr. Schultz is responsible for developing investment strategies, implementing equity and fixed income investment programs and monitoring overall investment performance for the Trust Department. In addition, Jeffrey is Chairman of the Trust Investment Committee and is a member of American National Bank’s Asset Liability Committee. Jeffrey joined American National Bank in September 2001.
Mr. Schultz began his banking career in 1983 with Texas American Bancshares where he held various accounting and management analyst positions. In 1987, he joined the Federal Home Loan Bank of Dallas, which later became the Office of Thrift Supervision (OTS). When he left OTS, he was directing and overseeing capital market examinations for federally insured savings and loans. In 1991, Mr. Schultz went to work for the law firm of Finkelstein, Thompson and Loughran in Washington, DC as a financial analyst. While there, he assisted with the investigation and litigation of financial institutions’ transactions, frauds and other financial misdeeds. In 1993, Mr. Schultz joined Sentry Management, Inc. where he helped financial institutions analyze interest rate risk exposures and implement investment programs. Prior to joining American National Bank, Mr. Schultz was with Herbert R. Smith, Incorporated, where he served as a portfolio manager and was responsible for developing investment strategies, analyzing interest rate risk positions, managing investment portfolios, and was a member of the investment committee.
Outside Interests
Jeffrey is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. He currently serves as Treasurer of Child Care, Inc. and was a Director and Treasurer of Habitat for Humanity WF Board. In addition, he has served as the non-member Trustee of the First Christian Church Wichita Falls Endowment. Mr. Schultz has served as the Chairman of the Finance Committee and on the Administrative Board for University United Methodist Church. He is also a graduate of Leadership Wichita Falls.