The BPU Investment Team

James Schrott | Financial Advisor / Portfolio Manager

Jim co-manages the Core Global Equity Strategy Portfolio for BPU.  He has over 30 years of experience in the financial services industry in Western Pennsylvania.  Prior to joining BPU, Jim served as a senior relationship manager, senior investment officer and metro-region team leader at a large wealth management organization.  He also was a member of various investment and strategy committees for National City’s Private Client Group.

Jim earned a Bachelor of Business Administration degree from the University of Miami, Coral Gables, Florida and is a Certified Wealth Strategist®.  He currently volunteers with the Butler County United Way and is a Trustee at The National Aviary in Pittsburgh.

Jim resides in the Mars area of Butler County with his wife and family.

For additional information about Jim go to:  ADVPart2B

Email Jim at jschrott@bpuinvestments.com.

Investment advisory services available only to residents of PA.