Mr. Filing is a Vice President and Portfolio Manager for UMB Private Wealth Management. He is responsible for all aspects of portfolio construction, including asset allocation, security selection and mutual fund analysis for high-net-worth clients. He joined UMB in 2013 and has 15 years of experience in the financial services industry. Mr. Filing is a Certified Financial Planner® and Chartered Financial Consultant®.
Mr. Filing is a Vice President and Portfolio Manager for UMB Private Wealth Management. He is responsible for all aspects of portfolio construction, including asset allocation, security selection and mutual fund analysis for high-net-worth clients. He joined UMB in 2013 and has 15 years of experience in the financial services industry. Mr. Filing is a Certified Financial Planner® and Chartered Financial Consultant®.