Jack Schultz, Cima®
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Jack Schultz, Cima® Email & Phone Number

Principal, Institutional Portfolio Consultant at Bahl & Gaynor
Location: Orinda, California, United States 3 work roles 2 schools
1 work email found @invesco.com 13 phones found area 818, 925, 541, 760, 415, and 650 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 13 phones

Work email j****@invesco.com
Direct phone (818) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bahl & Gaynor
Role
Principal, Institutional Portfolio Consultant
Location
Orinda, California, United States
Company size
49 employees

Who is Jack Schultz, Cima®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jack Schultz, Cima® is listed as Principal, Institutional Portfolio Consultant at Bahl & Gaynor, a company with 49 employees, based in Orinda, California, United States. AeroLeads shows a work email signal at invesco.com, phone signal with area code 818, 925, 541, 760, 415, 650, and a matched LinkedIn profile for Jack Schultz, Cima®.

Jack Schultz, Cima® previously worked as Vice President, Market Leader at Invesco Us and Vice President, Senior Advisor Consultant at Franklin Templeton Investments. Jack Schultz, Cima® holds Ba, Economics And English from Vanderbilt University.

Company email context

Email format at Bahl & Gaynor

This section adds company-level context without repeating Jack Schultz, Cima®'s masked contact details.

*@invesco.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jack Schultz, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Jack Schultz, Cima®

Jack Schultz, Cima® is a Principal, Institutional Portfolio Consultant at Bahl & Gaynor. He possess expertise in investments, asset allocation, separately managed accounts, alternative investments, wealth management and 13 more skills.

Listed skills include Investments, Asset Allocation, Separately Managed Accounts, Alternative Investments, and 14 others.

Current workplace

Jack Schultz, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Bahl & Gaynor
Bahl & Gaynor
Principal, Institutional Portfolio Consultant
cincinnati, ohio, united states
Website
bahl-gaynor.com
Employees
49
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Company profile
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3 roles

Jack Schultz, Cima® work experience

A career timeline built from the work history available for this profile.

Principal, Institutional Portfolio Consultant

Current
Bahl & Gaynor

Northern California And Pacific Northwest

Apr 2024 - Present

Vice President, Market Leader

Invesco Us

San Francisco Bay Area

Jan 2022 - Apr 2024
Team & coworkers

Colleagues at Bahl & Gaynor

Other employees you can reach at bahl-gaynor.com. View company contacts for 49 employees →

MA Maura A. Kelly, Cfp® Maura A. Kelly, Cfp® Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → MV Matthew Volpenhein, Cipm Matthew Volpenhein, Cipm Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → KN Karen Nimmo Karen Nimmo Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → AA Alex Averbeck Alex Averbeck Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → TR Tita Rogers Tita Rogers Colleague at Bahl & GaynorFalmouth, Kentucky, United States, United States View → MT Michael Trimble Ii Michael Trimble Ii Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → DB Debbie Bath Debbie Bath Colleague at Bahl & GaynorUnited States, United States View → EW Ed Woods Ed Woods Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → KR Keith Rennekamp, Cfp®, Cfa Keith Rennekamp, Cfp®, Cfa Colleague at Bahl & GaynorCincinnati, Ohio, United States, United States View → SM Steven Mazzuchelli Steven Mazzuchelli Colleague at Bahl & GaynorNew York, New York, United States, United States View →
2 education records

Jack Schultz, Cima® education

Ba, Economics And English

Vanderbilt University

Activities and Societies: Beta Theta Pi Fraternity Vanderbilt Rugby

Education record

De La Salle High School
FAQ

Frequently asked questions about Jack Schultz, Cima®

Quick answers generated from the profile data available on this page.

What company does Jack Schultz, Cima® work for?

Jack Schultz, Cima® works for Bahl & Gaynor.

What is Jack Schultz, Cima®'s role at Bahl & Gaynor?

Jack Schultz, Cima® is listed as Principal, Institutional Portfolio Consultant at Bahl & Gaynor.

What is Jack Schultz, Cima®'s email address?

AeroLeads has found 1 work email signal at @invesco.com for Jack Schultz, Cima® at Bahl & Gaynor.

What is Jack Schultz, Cima®'s phone number?

AeroLeads has found 13 phone signal(s) with area code 818, 925, 541, 760, 415, 650 for Jack Schultz, Cima® at Bahl & Gaynor.

Where is Jack Schultz, Cima® based?

Jack Schultz, Cima® is based in Orinda, California, United States while working with Bahl & Gaynor.

What companies has Jack Schultz, Cima® worked for?

Jack Schultz, Cima® has worked for Bahl & Gaynor, Invesco Us, and Franklin Templeton Investments.

Who are Jack Schultz, Cima®'s colleagues at Bahl & Gaynor?

Jack Schultz, Cima®'s colleagues at Bahl & Gaynor include Maura A. Kelly, Cfp®, Matthew Volpenhein, Cipm, Karen Nimmo, Alex Averbeck, and Tita Rogers.

How can I contact Jack Schultz, Cima®?

You can use AeroLeads to view verified contact signals for Jack Schultz, Cima® at Bahl & Gaynor, including work email, phone, and LinkedIn data when available.

What schools did Jack Schultz, Cima® attend?

Jack Schultz, Cima® holds Ba, Economics And English from Vanderbilt University.

What skills is Jack Schultz, Cima® known for?

Jack Schultz, Cima® is listed with skills including Investments, Asset Allocation, Separately Managed Accounts, Alternative Investments, Wealth Management, Securities, Banking, and Series 6.

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