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Stephen Schaller, CFA has over 30 years of work experience in the financial industry. Stephen is currently serving as an Executive Vice President at PlainsCapital Bank since June 2017. Before that, they were a Senior Vice President at Northern Trust Corporation for 16 years from May 2001 to May 2017. Prior to that, Stephen held various roles at JPMorgan Chase & Co., including Portfolio Manager from December 1997 to May 2001, Client Advisor/Custody Sales from June 1993 to December 1997, and Middle Market Commercial Lender from September 1990 to June 1993. Stephen also worked as a Credit/Investment Analyst at First American Bank - Nashville, TN from July 1987 to September 1990.

Stephen Schaller, CFA has a strong educational background in finance and biology. Stephen obtained a Bachelor of Science degree in Molecular Biology/Chemistry from Vanderbilt University in 1983. Stephen then pursued further education at Vanderbilt University's Owen Graduate School of Management, where they completed their Master of Business Administration (MBA) degree with a focus on Finance/Accounting from 1984 to 1986.

In addition to their formal education, Stephen Schaller, CFA has obtained several certifications. Stephen is a Certified Financial Planner (CFP) certified by the CFP Board since August 2012. Stephen is also a Certified Investment Management Analyst (CIMA) certified by the IMCA since June 2012. Furthermore, Stephen Schaller, CFA holds the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute, although the specific month and year of attainment are not provided.