You're signed outSign in or to get full access.
About
John McClain is the Vice President and Senior Portfolio Manager, Private Wealth, at American Trust & Savings Bank in Dubuque, Iowa. In this role, he leads portfolio management for high-net-worth private wealth clients, focusing on constructing diversified investment portfolios tailored to client objectives and risk profiles. His specific responsibilities include security selection, investment strategy implementation, and ongoing performance monitoring.
McClain has extensive experience in private wealth management, with over fifteen years at American Trust & Savings Bank, where he has developed expertise across both equity and fixed income sectors. He is known for his methodical approach to investment research and asset allocation, and actively oversees client portfolios with a focus on sectors such as domestic equities, corporate bonds, and municipal securities, ensuring clients’ financial goals are met through prudent asset management.
He holds a Master of Business Administration in Finance from Indiana University and a Bachelor of Business Administration in Economics from the University of Iowa. His educational background underpins his analytical skill set and hands-on investment acumen. Throughout his tenure, McClain has contributed to the advancement of private wealth services at the firm, recognized for his client-focused approach and dedication to high standards of fiduciary care.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| American Trust & Savings Bank | Senior Vice President and Portfoliop Manager | Sep 2010 to Present | — |
Education
Indiana University
Master of Business Administration, Finance
1984 — 1986
Iowa
Bachelor of Business Administration, Economics
1980 — 1984
Others at American Trust (1)
| Name | Role | Location |
|---|---|---|
| Senior Analyst | Nashville, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Vice President, Acquisitions and Portfolio Management | Bailard, Inc. | CA , United States | |
| Senior Vice President, Investment Counselor | Bailard, Inc. | San Mateo, CA , United States | |
E Eric Richards | Senior Research Analyst | Raub Brock Capital Management LP | CA , United States |
P Patrick Tinucci | Senior Research Analyst | Raub Brock Capital Management LP | San Francisco, CA , United States |