Ed Schuller

Background

About Ed Schuller

With almost 5 decades of experience in the securities industry, Ed has been involved in many different aspects of the investment field. He has served as a broker, a branch manager, Senior Vice President and Director of Equity Strategy at Sutro & Co prior to its merger in 2001 with RBC Dain Rauscher (now RBC Wealth Management), and Managing Director and Senior Investment Strategist with the Private Client Research Group. At Sutro, his responsibilities included branch management, managing the third party research provided by the firm, developing portfolios for broker and client use, and creating and managing recommended lists. At RBC, he authored two weekly columns; one dealing with his strategic outlook for the equity markets, and the other a weekly commentary. He has also served on the RBC Dain Investment Committee, the Equity Capital Markets Commitment committee, and as a portfolio manager for the Private Client Research Group. He was also Assistant Branch Manager for the San Francisco branch, and was the Branch Director for the Oakland branch. In FY2008, his branch was named one of the outstanding branches for the entire firm (one of only 11 total), and was the only branch in his region to be so honored. He started his career at Merrill Lynch in 1977. He was with Kidder, Peabody & Co from 1982 through 1987, where he was elected a shareholder and partner in 1986. He served as the equity sales manager while in the San Francisco office. He was with Bateman Eichler / Kemper Securities from 1987 until he joined Sutro & Co in 1992. During his tenure as Director of Equity Strategy and Senior Investment Strategist, Ed was frequently quoted in local and national publications, and appeared on National Public Radio and local television and radio in the Bay Area, along with publishing a variety of articles on investing and portfolio management. He was also a frequent guest speaker at client functions.