Profile
Ms. Schulte joined Cornerstone Capital Management, Inc. in May 2006.
Prior to joining Cornerstone, Ms. Schulte was a Senior Equity Analyst covering Healthcare at FAF Advisors (formerly US Bancorp), for two years.
During this period, FAF Advisors was twice named Best Mixed Equity Group by the Lipper organization, and the products that Ms. Schulte had responsibility for achieved total returns ranking in the top quartile of large and mid cap growth, value and core equity managers.
Prior to joining FAF, Ms. Schulte spent over eight years with the St. Paul Companies, as part of a team investing in large cap equities.
She focused upon Healthcare stocks throughout her tenure at the St. Paul, and from time to time covered Industrials, Paper & Forest Products, Retailers, Telecommunications Services, and Transportation.
During this period, the portfolio generated 5-year total returns ranking in the top quartile of large cap growth managers.
Prior to joining the St. Paul, Ms. Schulte held equity analyst positions with First American Asset Management (now FAF Advisors) and American Express Financial Advisors.
Her background includes experience as an internal auditor for American Express, an operations analyst for Carlson Marketing Group, and an accountant for Data General Corporation.
Ms. Schulte earned an MBA from the University of Minnesota and a BS cum laude in Accounting from the State University of New York at Buffalo.
She is a Chartered Financial Analyst (CFA) and has successfully completed the Uniform CPA examination.
Ms. Schulte is a member of the CFA Institute and the CFA Society of Minnesota.
Former positions of Ann B. Schulte
| Companies | Position | End |
|---|---|---|
Cornerstone Capital Management LLC
 Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Analyst-Equity | 01/05/2009 |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Analyst-Equity | 31/12/2006 |
The Travelers Cos., Inc. (Investment Portfolio)
 The Travelers Cos., Inc. (Investment Portfolio) Investment ManagersFinance The Travelers Cos., Inc. (Investment Portfolio) is the investment portfolio division of The Travelers Cos., Inc. (NYSE: TRV), an insurance company headquartered in St. Paul, Minnesota. The firm manages the investment portfolio of their clients. | Analyst-Equity | 31/12/2001 |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Corporate Officer/Principal | 31/12/2001 |
Carlson Marketing Group, Inc.
 Carlson Marketing Group, Inc. Advertising/Marketing ServicesCommercial Services Carlson Marketing Group, Inc. provides marketing services. The company was founded in 1938 and is headquartered in Minnetonka, MN. | Corporate Officer/Principal | 31/12/2001 |
Training of Ann B. Schulte
| New York University | Undergraduate Degree |
| University of Minnesota | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
The Travelers Cos., Inc. (Investment Portfolio)
The Travelers Cos., Inc. (Investment Portfolio) Investment ManagersFinance The Travelers Cos., Inc. (Investment Portfolio) is the investment portfolio division of The Travelers Cos., Inc. (NYSE: TRV), an insurance company headquartered in St. Paul, Minnesota. The firm manages the investment portfolio of their clients. | Finance |
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
Carlson Marketing Group, Inc.
Carlson Marketing Group, Inc. Advertising/Marketing ServicesCommercial Services Carlson Marketing Group, Inc. provides marketing services. The company was founded in 1938 and is headquartered in Minnetonka, MN. | Commercial Services |
Data General Corp.
 Data General Corp. Computer PeripheralsElectronic Technology Data General Corp. designs and makes open computer systems including servers and mass storage products. The company was founded in 1968 and is headquartered in Westborough, MA | Electronic Technology |
Cornerstone Capital Management LLC
Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Finance |
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