Understanding your community bank We supply invaluable reports.
Achieving the best performance We use unique strategies for your bank.
We can help you with your analytical needs.
Capstone Asset Management, LLC is an analytical firm which supplies invaluable reports to community banks. The firm was founded in September 2010 by John A. Schick, Capstone's founder and President. Capstone is a specialty firm that focuses only on serving the unique needs of community banks.
Capstone Asset Management works closely with its clients to determine the best reports to assist the client. The firm draws on the varied and unique experiences to design, revise, and connect its clients' financial goals with strategies that will be best suited for each client.
Capstone is a specialty firm that focuses only on serving the unique needs of community banks. The firm specializes in understanding asset liability models in order to offer the most appropriate reports to assist their clients.
Capstone Asset Management offers its clients with a wide range of experience involving staying on top of regulatory needs for community banks, economic analysis, understanding community bank's balance sheets, investment portfolio analyses, and educated in the fixed-income and equity securities, portfolio accounting, and market pricing.
John A. Schick has been skillfully representing institutional clients since 1996. He is the owner and President of Capstone Asset Management LLC, an analytical firm which supplies invaluable reports to community banks. He founded the firm in September 2010. John has been serving the same clientele since 2006, when he stepped in to seamlessly advise clients upon the discontinuation of the former advisory firm.
John also serves as a Community Bank Specialist for clients in Ohio, Indiana, Pennsylvania, New Hampshire, Missouri, Texas, and Massachusetts.
As a top producer at SWS, John also served on the leadership board from 2008 to 2012. He joined BNK Advisory Group (an independent brokerage firm) in 1996 as a registered securities representative. He was promoted to Senior Bank Analyst in 1998 until June 2007 covering the same territory and client base as mentioned earlier.
John retains the following registrations: investment advisor representative (Series 66), general securities principal (Series 24), municipal securities principal (series 53), to go along with the Series 7, & Series 63 registrations.
Prior to joining BNK, John started his career with The Guardian in 1993 as a business associate involved in the variable annuity product line. He became a group insurance underwriter in 1995, underwriting medical and life insurance policies for large corporations.
John has a wide range of experience involving economic analysis, understanding community bank's balance sheets, investment portfolio analyses, asset liability modeling, trading of fixed-income and equity securities, portfolio accounting, and market pricing. He has become an invaluable asset to his clients on both the broker-dealer and investment advisory arenas.
John has a bachelor of science degree in finance and a master's in business administration from East Carolina University.
In his spare time John enjoys volunteering at his church. A few of John's favorite pastimes he enjoys with his family is hiking and going to the beach.
TF: 800.257.2574
4439 West Wyndemere Circle
Schnecksville, PA 18078
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