James L. Schrott

“Don’t confuse brains with a bull market.”  Humphrey B. Neill

James L. Schrott, Portfolio Manager and Shareholder

Mr. Schrott has over 35 years of experience in the financial services industry in Western Pennsylvania working with high net worth individuals, foundations/endowments and pension and profit sharing plans.

As an advisor for Medallion Wealth Management, Mr. Schrott co-manages the Global Blue Chip Growth, Blue Chip Growth, Global Equity Income and Equity Income Strategies.

Prior to joining Medallion, Jim served as a financial advisor and portfolio manager with a regional financial services company and as a senior relationship manager, senior investment officer and metro-region team leader at a large wealth management organization.

Mr. Schrott earned a Bachelor of Business Administration degree with a major in finance from the University of Miami, Coral Gables, Florida, graduated from the Central Atlantic School of Trust and is a Certified Wealth Strategist®.  He is a former board member of the Nickers and Neighs Equestrian Therapy Center and is a past Trustee at The National Aviary in Pittsburgh.

Jim and his wife, Cris, reside in the Mars area of Butler County.

Education:

  • Bachelor of Business Administration in Finance, University of Miami
  • Central Atlantic Trust School, Bucknell University

Certifications:

  • Certified Wealth Strategist®
  • FINRA Series 65 License

Mr. Schrott’s email is jschrott@medallion-wealth.com

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