Brewer Investment Group
Industry: Wealth management company
DescriptionBrewer Investment Group is a wealth management firm founded in 2000 and headquartered in Chicago, Illinois. The firm owns five subsidiary companies: Brewer Financial Services; Brewer Investment Advisor; Advisor Resource; Brewer Futures Group; and Brewer Insurance Group. Headquarters: Chicago, IL Founded: 2000 Subsidiary: Brewer Investment Advisors LLC Type of business: Privately held company
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Brewer Investment Group Employees
CCS International, Inc. Business DevelopmentCCS International, Inc.2014 - 2015
Oak Investment Group January 2008 - August 2014
Brewer Investment Group 2006 - 2008
Refco, LLC January 2002 - January 2006
Alaron Trading 2006 - 2006
Refco 2002 - 2006
RB&H 2000 - 2002
LFG, LLC 1999 - 2000
American National Trading Group 1997 - 1999
Skills
Hedge Funds, Business Development, Commodity Markets, Operations Management, Sales, Sales Management, Sales Operations, New Business Development, Business Strategy, Business Planning, Foreign Exchange, Key Account Management, Change Management, Start-ups, Joint Ventures, Proposal Generation, Business Operations, Account Acquisitions, Strategic Planning, Client Management, Account Management, Customer Satisfaction, Market Analysis, P&L Responsibility, CRM, Investments, Alternative Investments, Due Diligence, Trading, Equities, Commodity, Strategy, Finance, Competitive Analysis, Financial Services, Management, Negotiation, Marketing Strategy, Marketing, Risk Management, Asset Management, Executive Management, Portfolio Management, Financial Markets, Contract Negotiation, Training, Team Building, Leadership
Education
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Political Science and Government
MainStreet Advisors October 2012 - Present
Covers of Comfort (Not-for-Profit) January 2007 - Present
The Goddard School September 2011 - October 2012
Brewer Investment Group August 2008 - November 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Teaching, Access, Fundraising, Nonprofits, Tutoring, Social Media, Event Planning, Leadership, Facebook, Event Management, Social Networking, Adobe Creative Suite, Public Relations
Education
Harrington College of Design
Interior Architecture & Design
University of Dubuque
GHA Technologies August 2013 - Present
Brewer Investment Group March 2009 - November 2010
Education
Saint Augustine College 1996 — 1998
Business/Corporate Communications
Von Steuben MSC 1990 — 1994
Freelance April 2014 - Present
Zer0 to 5ive May 2015 - July 2015
Braithwaite Communications June 2012 - April 2014
TuckedStyle.com May 2013 - March 2014
Barnstone Advisors June 2011 - January 2012
CUBIC Financial Advisors, LLC October 2010 - December 2010
Brewer Investment Group May 2010 - September 2010
Skills
Social Media, Advertising, Press Releases, Public Relations, Microsoft Excel, Sales, Investments, Creative Pitching, PowerPoint, Microsoft Word, Strategy, Writing, Strategic Financial..., Crisis Communications, Internal Communications, Media Relations, Marketing Strategy, Blogging, Financial Planning, Excel, Word
Education
Saint Joseph's University
MSFS, Financial Services
Villanova University
B.S., Business Administration
Andrew Avant and Associates, Inc. May 2013 - Present
Accretive Health May 2012 - September 2012
Healthcare Solutions Team April 2010 - April 2012
Andrew Avant Insurance Group February 2010 - April 2012
Brewer Investment Group July 2010 - November 2010
Bankers Life and Casualty Company January 2003 - January 2007
Hyatt Regency McCormick Place August 2000 - January 2003
Best Foam Fabricators January 1997 - January 1998
Luster Products, Inc January 1989 - January 1996
Luster Products, Inc. June 1989 - August 1995
Skills
Health Insurance, Medicare, Medicare Supplements, ICD-9, HIPAA, Revenue Cycle, Medical Terminology, Medical Billing, Healthcare, Customer Service, Health Policy, Long-term Care, Strategic Planning, Accident, Retirement, Employee Benefits, Managed Care, Life Insurance, Underwriting, Team Building, Small Business, Fixed Annuities, Insurance, Claim, Microsoft Word, Process Improvement, Term Life Insurance, Leadership, Workers Compensation, Brokers, Financial Planners, Whole Life, Retirement Planning, Health Savings Accounts, Finance, Disability Insurance, 401k, Critical Illness
Education
Chicago Baptist Institute Assoc 1985 — 1988
Associates of Divinity
Tennessee State University 1981 — 1983
Business Administration, Management and Operations
Columbia College 1979 — 1981
Radio/Television; Business Administration
Dunbar Vocational High School 1975 — 1979
High School Diploma; B; B, Electronics
Pelion Actuarial Services, Inc November 2011 - Present
United Realty of Illinois June 2012 - Present
Brewer Investment Group 2010 - 2011
TPA Services 2008 - 2010
Skills
Employee Benefits, Sales, Retirement Planning, Retirement, Analysis, Actuarial Science, Defined Benefit, Real Estate, Financial Advisory, Alternative Investments, Investments, CRM, Mutual Funds, 401k, Strategic Financial..., New Business Development, Series 63, Insurance, ERISA, Financial Services, Pensions, Wealth Management, Retirement Plan..., Asset Allocation, Investment Advisory, Series 7
Education
University of Houston 2001 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Loyola University Chicago 1996 — 2000
Bachelor's Degree, Finance and Financial Management Services
Brewer Investment Group 2012 - Present
Skills
Administrative..., Outlook, Microsoft Excel, Data Entry, Microsoft Word, Customer Service, Telephone Skills, Access, Office Administration, Invoicing, Marketing Strategy, Office Management, Project Planning, Sales, Spreadsheets, Leadership, Event Planning, Public Speaking, Team Building
Education
University of Alaska Fairbanks 1985 — 1990
Bachelor of Arts (BA), Criminal Justice/Police Science
American Hospital Association August 2014 - Present
AEP Energy March 2013 - August 2014
Various Temporary and Independent Contract Positions September 2011 - March 2013
AmeriCorps September 2010 - August 2011
Brewer Investment Group April 2009 - April 2010
InterOcean Securities LLC February 2007 - April 2009
Prevention First, Inc. August 2004 - December 2006
Arlington Glass and Mirror Co, Inc. September 2001 - September 2002
Skills
Accounts Payable, Accounts Receivable, QuickBooks, Great Plains Software, Microsoft Excel, Microsoft Office, Executive..., Administrative..., Cpr Certified, Instructor-led Training, Volunteer Training, Recruiting, PowerPoint, Customer Service, Data Entry, Invoicing, Community Outreach, Non-profits, Payroll, Access, Event Planning, Sales, Human Resources, Outlook, Nonprofits, PeopleTrak Software, Data Analysis, Training, Microsoft Word, Research, Office Management, Finance, Time Management, Accounting
Education
Clarion University of Pennsylvania 2013 — 2016
BSBA, Accounting
Harold Washington College
Accounting and Business, 3.5
St. Ignatius College Prep
Mobeam, Inc March 2011 - Present
Brewer Investment Group January 2010 - February 2011
Agentrics May 2005 - May 2009
Electronic Data Systems November 1997 - May 2005
Quantra Corporation September 1986 - August 1997
Skills
Microsoft Office, PowerPoint, Excel, Retail, Outlook, Customer Service, Word, Team Building, Office Management, Expenses, Coordination, Conferences, Administrative Support, Administration, Event Management, Administrative..., Microsoft Excel, Vendor Management, Event Planning, Access, Project Planning, Logistics, Microsoft Word, Recruiting, Administrative..., Leadership, Time Management, Training, Project Management, Strategic Planning, Human Resources, Management, Process Scheduler
Education
Moraine Valley Community College 1976 — 1981
Business and Police Science
Securities Investment Firm November 2012 - Present
Advanced Funds September 2012 - November 2012
Foremost Trading August 2010 - August 2012
Daniels Trading April 2009 - July 2010
New World Trading/Cadent April 2007 - April 2009
New World Trading January 2005 - January 2008
Brewer Investment Group October 2005 - August 2007
Lind-Waldock/Refco January 1995 - August 2005
Refco Investment Group January 2002 - January 2005
Lind-Waldock & Company January 1988 - January 2002
Skills
Commodity, Trading, Managed Futures, Alternative Investments, Options
Education
Cheonggang Academy
University of Wisconsin-Madison
Business/Psychology
Fieldglass March 2010 - Present
Brewer Investment Group October 2008 - March 2010
HIMSS July 2008 - October 2008
Aon May 2008 - July 2008
United Airlines April 2008 - May 2008
JWT February 2008 - April 2008
Harpo November 2007 - February 2008
University of Michigan November 2004 - October 2007
Hsuan-Shian Educational Foundation August 2004 - November 2004
Japan Exchange and Teaching Program(me) (JET) July 2003 - July 2004
Skills
Email Marketing, Web Development, SEO, Online Marketing, Digital Media, WordPress, Interaction Design, Web 2.0, Online Advertising, Web Applications, Content Management, Databases, User Interface, Drupal, Advanced CSS, PHP, JavaScript, Web Application Design, SEM, User Interface Design, User Experience, CMS, CSS, Salesforce.com, Social Media, E-commerce
Education
University of Michigan 1998 — 2002
Bachelor's degree, Industrial Design
Kyoto Seika University 2000 — 2001
Japanese Language, University of Michigan Exchange Program
Brewer Investment Group Web/Graphic DesignereMarketing AceJune 2008 - Present
Rosemont Public Safety Department January 2005 - January 2007
Education
University of Illinois at Chicago 2008 — 2011
Bachelor's, Graphic Design
Gluba & Associates March 2015 - Present
EB5 Capital July 2014 - February 2015
International Trade Administration July 2012 - June 2014
International Trade Administration April 2012 - June 2014
U.S. Department of Commerce August 2009 - April 2012
Obama for America November 2007 - November 2008
Bill Gluba for Mayor of Davenport, Iowa June 2007 - November 2007
Brewer Investment Group November 2006 - May 2007
Skills
Microsoft Excel, Fundraising, Event Planning, Public Relations, Strategic Planning, Foreign Trade Policy, Public Policy, Public Speaking, Political Campaigns, Team Building, Leadership, Research, Government, Microsoft Office, Legislative Relations, Politics, Community Outreach, Policy, International Relations, Grassroots Organizing, Policy Analysis, Foreign Policy, Economic Development, Coalitions, Legislation, Political Consulting, Speech Writing, Grassroots
Education
St. Ambrose University 2004 — 2006
MBA, Business
University of Iowa 1997 — 2002
BA, Political Science
Creative Powers May 2011 - Present
JB Design 2009 - Present
Brewer Investment Group March 2010 - November 2010
TalentDrive, LLC. March 2010 - August 2010
Skills
Graphic Design, Web Design, Photography, Typography, Illustrator, PowerPoint, Logo Design, InDesign, Adobe Creative Suite, Corporate Identity, Microsoft Office, Brochures, Layout, QuarkXPress, Illustration, Art Direction, Website Development, Photoshop, Flash, Posters, Flyers
Education
Illinois Institute of Art 2006 — 2009
Bachelor of Fine Arts, Visual Communications
Knowledge Systems Institute (KSI) June 2011 - Present
WindyCity Design April 2003 - Present
WindyCityTango, Unlimited January 2001 - Present
Mona Vie May 2009 - November 2011
Brewer Investment Group June 2010 - October 2010
Aflac November 2008 - October 2010
Westwood College 2004 - 2008
Robert Morris College 2001 - 2004
INFRASTRUCTURE DEVELOPMENT GROUP, LLC 2000 - 2000
CATALYST CONSULTING GROUP, INC. (CCG) 1999 - 2000
Skills
Mergers & Acquisitions, Start-ups, Management, Coaching, Team Leadership, Strategic Planning, Budgets, Graphic Design, Strategy, Advertising, Finance, Human Resources, Nonprofits, Analysis, Marketing, Leadership Development, Integrated Marketing, Event Management, Teaching, Event Planning, Business Process, Furniture, InDesign, Portfolio Management, Insurance, Marketing Strategy, Sales, Social Media Marketing, Team Building, MS Project, Financial Analysis, Public Relations, Public Speaking, Negotiation, Fundraising, Retail, Residential Homes, Higher Education, Social Networking, Due Diligence, Training, Small Business, Leadership, Time Management, Social Media, Construction, Graphics, Entrepreneurship, Online Marketing, New Business Development
Education
Harrington College of Design 1988 — 1991
AAS, Interior Architecture and Design
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
MSM, Strategy, Finance
Lawrence University 1973 — 1977
BA, Economics, Demography, Theater
Mineral Point High School 1969 — 1973
Valedictorian, College Prep
BMO Harris Bank November 2013 - Present
Northern Trust November 2010 - November 2013
Brewer Investment Group November 2009 - October 2010
Jones Lang LaSalle January 2005 - September 2009
Jones Lang LaSalle May 2006 - February 2009
Jones Lang LaSalle January 2005 - May 2006
Hewitt Associates July 2001 - October 2004
Humana May 2000 - August 2000
Skills
Full-cycle Recruiting, Sourcing, College Recruiting, Organizational Learning, Training &..., Talent Management, Talent Acquisition, Career Counseling, Defined Benefit, Employee Benefits, Employee Relations, Onboarding, Process Improvement, New Hire Orientation, Recruiting, SDLC, New Hire Orientations, Interviews, Strategy, Training, Screening Resumes, Applicant Tracking..., Benefits Administration, Temporary Placement, Leadership, Management, Organizational..., Personnel Management, Human Resources, Financial Services, Consulting
Education
Penn State University 1997 — 2001
BS
DePaul University
Gemini Algorithmic, LLC July 2013 - Present
JCJ Builders March 2011 - July 2013
Brewer Investment Group 2009 - 2010
The Executives' Club of Chicago February 2009 - July 2009
Geron Lumber Production May 2007 - August 2007
Skills
Developing Client..., Market Development, Financial Accounting, Financial Analysis, Financial Markets, Research Project..., Highly Analytical, Able To Multi-task, Team-oriented, Independent, Timely, Multicultural, Computer Literate, Access, Project Management, Analytical Skills, Management
Education
University of Chicago 2010 — 2011
Financial Decision Making Certificate, Finance
The University of Texas at Austin 2004 — 2008
Bachelor's, Economics
Irkutsk State University 2002 — 2003
Management Information Systems
Urban Market Partners March 2013 - Present
Renaissance Land & Water Management, LLC January 2007 - Present
Blue Moon Financial 2008 - 2011
Brewer Investment Group May 2004 - August 2006
Skills
Venture Capital, Private Equity, New Business Development, Asset Managment, Investments, Entrepreneurship, Real Estate, Asset Management, Business Development, Start-ups, Strategic Financial..., Financial Analysis, Selling, Due Diligence, Mergers & Acquisitions, Portfolio Management, Marketing Strategy, Community Development, Finance, Negotiation
Education
Iowa State University - College of Business 2002 — 2006
Finance
Roosevelt
Galvin Investment Research October 2010 - Present
Brewer Investment Group June 2009 - September 2010
InterOcean Financial Group LLC January 2007 - June 2009
Cole Taylor 2005 - 2007
Anteros Capital Markets September 2002 - June 2004
Skills
Investments, Hedge Funds, Retirement, Mutual Funds, Management, Financial Advisory, Financial Services, Insurance, Wealth Management, Series 7
Education
Southern Illinois University, Carbondale 1998 — 2001
BS Business Management, Business Administration, Management and Operations
Southern Illinois University, Carbondale 1998 — 2001
AAS Aviation Flight, Airline/Commercial/Professional Pilot and Flight Crew
Bank of America, N.A./Merrill Lynch June 2013 - Present
Bank of America, U.S. Trust Private Wealth Management October 2010 - June 2013
Brewer Investment Group June 2010 - October 2010
AMCORE Investment Group N.A. August 2007 - June 2010
LaSalle Financial Services, Inc. January 2002 - July 2007
First American Bank February 2000 - January 2002
St. Paul Federal Bank/Charter One August 1983 - February 2000
Education
University of Iowa College of Law 1976 — 1979
J.D., Law
University of Wisconsin-Madison 1974 — 1976
M.A., Political Science
Wheaton College 1970 — 1974
B.A., Liberal Arts/Political Science
Neuberger Berman April 2014 - August 2015
Norwegian Petroleum Consultants June 2013 - January 2014
Ameriprise Financial Services, Inc. May 2011 - June 2013
Black Ink Brokerage March 2009 - December 2010
Brewer Investment Group April 2007 - February 2009
Mason County - Michigan January 2005 - March 2007
Lake Michigan Carferry January 2002 - March 2007
Skills
Investments, Alternative Investments, Series 7, Financial Services, Commodity, Series 65, Fixed Income, FINRA, Commodities, Series 3, Series 63, Thompson One, Trading Software, Morningstar Advisor...
Education
University of Michigan 1997 — 2001
BA
Citi October 2012 - Present
Citi May 2010 - Present
Brewer Investment Group September 2005 - May 2010
Skills
Trading, Securities, Bloomberg, Derivatives, Customer Service, Options, Electronic Trading, Commodity, Corporate Finance, Fixed Income
Education
Robert Morris University - Illinois 2003 — 2005
Northern Illinois University 2002 — 2004
Physical Education
Djordjevich Law, LLC March 2014 - Present
Anthony J. Peraica & Associates September 2013 - November 2014
BARBRI Inc. January 2010 - January 2013
The John Marshall Law School October 2010 - December 2012
Ostojic & Scudder, LLC April 2011 - September 2011
Stuart C. Miller & Co. July 2009 - December 2009
ICTY August 2008 - December 2008
RSM McGladrey January 2008 - April 2008
Gar Wood Securities June 2007 - September 2007
Brewer Investment Group December 2005 - March 2006
Skills
Research, Financial Analysis, Microsoft Excel, Legal Writing, Accounting, Financial Modeling, Economics, Trials, Microsoft Office, Legal Research, Analysis, Westlaw, International Law, Litigation, Lexis, Immigration Law, Commercial Litigation, Discrimination Law, Personal Injury, Civil Litigation, Courts
Education
The John Marshall Law School 2011 — 2013
JD, Law
DePaul University 2004 — 2009
Bachelor of Sciences in Commerce, Finance and Economics
J.P. Morgan June 2010 - June 2013
Brewer Investment Group June 2009 - January 2010
Ameriprise Financial Services, Inc. September 1995 - April 2009
Edward Jones January 1993 - May 1995
Euro Atlanitc Securities June 1992 - December 1992
Emrem Financial Services October 1986 - May 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning
Education
Loyola University of Chicago
Accounting & Finance
National-Louis University
Business Management
Northwestern University
Organizational Leadership
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Humana April 2012 - Present
Brewer Investment Group 2011 - 2012
Skills
Customer Service, Management, Leadership, Account Management, Strategic Planning, Team Building, Sales Management, New Business Development, Training, Insurance
Education
Beloit College 2005 — 2009
Bachelor's Degree, Psychology
ITMTwentyFirst April 2014 - Present
Generations Financial Group April 2011 - Present
ITMTwentyFirst October 2012 - April 2014
ITMTwentyFirst April 2011 - October 2012
Premier Credit Union November 2010 - April 2011
New York Life Insurance Company May 2010 - January 2011
Brewer Investment Group May 2007 - August 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Long Term Care Insurance, Irrevocable Life..., Personal Trust..., Term Life Insurance, Universal Life, Whole Life, Variable Life, Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Employee Training, Conducting Interviews, Event Planning, Access Database, Insurance, Retirement Planning, Wealth Management, Risk Management, Investments, Banking
Education
Central College 2006 — 2010
Business Management, Marketing and Finance
Central College Abroad
Studied Marketing, Religion and Welsh History
Chicago Digital Media March 2012 - Present
LAI, Ltd. November 2010 - March 2012
Ryan Crain Design September 2003 - December 2011
Brewer Investment Group March 2010 - November 2010
Skills
Website Development, Web Design, Google, Speed Reading, Lifestyle Coaching, Relaxation Techniques, Sexual Health, Restaurants
Education
Harper College 2005 — 2007
Associates Degree, Business/Commerce, General
Provident Funding Associates L.P. March 2013 - Present
Kellogg School of Management June 2012 - September 2012
Asian American Association Cultural Studies January 2012 - March 2012
Brewer Investment Group June 2010 - August 2010
Education
Northwestern University 2007 — 2012
Bachelor of Arts
SDI Solutions September 2012 - Present
Divane Bros. Elect. February 2012 - September 2012
Phonak November 2011 - January 2012
Brewer Investment Group January 2009 - October 2010
Illinois Action for Children July 2008 - May 2009
Skills
CCNA, Hardware, Technical Support, Networking, Microsoft Office, Access, Help Desk Support, System Deployment, Switching, Servers, Project Management, Fiber Optics, Alcatel, Leadership, Management, Routers, Project Planning, Cisco Technologies, Cisco Nexus, Program Management, LAN-WAN, VPN, Troubleshooting, Switches, Firewalls, Cisco IOS, Computer Network..., Security, Network Design, Software Documentation, WAN, Vendor Management, Network Engineering, IT Management, VLAN, Wireless Networking, Risk Management, Windows XP, Software Installation, Cisco Routers, Active Directory, Quality Assurance, Integration, Routing, Telecommunications, System Administration
Education
DeVry University 2004 — 2007
B.S, Network and Communications Management
Source one Medical In. July 2010 - Present
Brewer Investment Group May 2008 - February 2009
LMC Mortgage Co. February 2005 - May 2008
Greenwood Pratt & Sloan Services LLC. March 2000 - February 2005
Superior Bank, FSB May 1998 - March 2000
Skills
Microsoft Office, New Business Development, Account Management, Training & Development, Underwriting, Sales Management, Performance Management, Mortgage Banking, Salesforce.com, CRM software, Loan Origination, Series 3 Commodities..., Health Insurance, Life Insurance, Property & Casualty..., Real Estate Broker, DME Durable Medical...
Education
Governors State University
Bachelor of Arts
University of Illinois at Chicago