Chicago Equity Partners
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 1989 Parent organization: Affiliated Managers GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportChicago Equity Partners LLCWebsiteDirections Saved (0) Saved Save Financial planner in Chicago, Illinois Address: 180 N LaSalle St # 3800, Chicago, IL 60601 Phone: (312) 629-8200Category: Place name: : : Hours: Website: : : : : Website: http://www.chicagoequity.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Chicago Equity Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Chicago Equity Partners Employees
Employee
Years
Job
Industry
Patricia Halper, CFA Patricia Halper, CFA's Chicago Equity Partners Experience April 2011 - Present
Job Partner and Managing Director at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners April 2011 - Present
Skills
Equities, Quantitative Finance, Equity Research, Fixed Income, Asset Managment, Portfolio Management, Investments, Hedge Funds, Securities, Alternative Investments, Quantitative Analytics, Investment Strategies, Portfolio Optimization, Bloomberg, Asset Allocation, Asset Management
Education
The University of Chicago 1997 — 1998
MS
Loyola University Chicago 1993 — 1997
BS
Chicago Equity Partners April 2011 - Present
Skills
Equities, Quantitative Finance, Equity Research, Fixed Income, Asset Managment, Portfolio Management, Investments, Hedge Funds, Securities, Alternative Investments, Quantitative Analytics, Investment Strategies, Portfolio Optimization, Bloomberg, Asset Allocation, Asset Management
Education
The University of Chicago 1997 — 1998
MS
Loyola University Chicago 1993 — 1997
BS
Patrick Lynch Patrick Lynch's Chicago Equity Partners Experience August 1989 - Present
Job President at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners August 1989 - Present
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Bloomberg, Securities, Investment Management, Investment Strategies, Portfolio Management, Series 7, Equities, Private Equity, Asset Management, Fixed Income, Equity Research, Capital Markets, Financial Modeling, Asset Allocation, Mutual Funds, Investment Advisory, ETFs, Wealth Management
Education
DePaul University 1982 — 1983
MBA, Finance
Loyola University of Chicago 1978 — 1982
BBA, Finance
Chicago Equity Partners August 1989 - Present
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Bloomberg, Securities, Investment Management, Investment Strategies, Portfolio Management, Series 7, Equities, Private Equity, Asset Management, Fixed Income, Equity Research, Capital Markets, Financial Modeling, Asset Allocation, Mutual Funds, Investment Advisory, ETFs, Wealth Management
Education
DePaul University 1982 — 1983
MBA, Finance
Loyola University of Chicago 1978 — 1982
BBA, Finance
Yan Pesotskiy Yan Pesotskiy's Chicago Equity Partners Experience January 2009 - May 2009
Job AJ Capital Partners
Industry Real Estate
Experience
AJ Capital Partners March 2013 - Present
Plante Moran November 2012 - February 2013
Chicago Department of Finance June 2010 - November 2012
Omnium LLC December 2009 - May 2010
Brown Gibbons Lang & Company January 2010 - April 2010
Chicago Equity Partners January 2009 - May 2009
Geneva Trading, LLC July 2008 - February 2009
Mission Three Project August 2007 - August 2008
Lake View Financing, Inc. April 2007 - July 2007
Skills
Financial Modeling, Real Estate Investment, Investment Properties, Due Diligence
Education
Loyola University of Chicago 2006 — 2010
BBA, Accounting, Finance, minor in Economics
John Felice Rome Center - Loyola University 2009 — 2009
AJ Capital Partners March 2013 - Present
Plante Moran November 2012 - February 2013
Chicago Department of Finance June 2010 - November 2012
Omnium LLC December 2009 - May 2010
Brown Gibbons Lang & Company January 2010 - April 2010
Chicago Equity Partners January 2009 - May 2009
Geneva Trading, LLC July 2008 - February 2009
Mission Three Project August 2007 - August 2008
Lake View Financing, Inc. April 2007 - July 2007
Skills
Financial Modeling, Real Estate Investment, Investment Properties, Due Diligence
Education
Loyola University of Chicago 2006 — 2010
BBA, Accounting, Finance, minor in Economics
John Felice Rome Center - Loyola University 2009 — 2009
Trevor Stapleton Trevor Stapleton's Chicago Equity Partners Experience October 2012 - Present
Job Analyst at Chicago Equity Partners
Industry Financial Services
Experience
Chicago Equity Partners October 2012 - Present
NEPC May 2011 - August 2011
Champion Lacrosse May 2009 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Chicago Equity Partners October 2012 - Present
NEPC May 2011 - August 2011
Champion Lacrosse May 2009 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Todd Davis Todd Davis's Chicago Equity Partners Experience March 2003 - March 2010
Job Senior Vice President at Ziegler Capital Management, LLC
Industry Investment Management
Experience
Ziegler Capital Management, LLC August 2012 - Present
Dearborn Partners March 2010 - August 2012
Chicago Equity Partners March 2003 - March 2010
Skills
Investments, Asset Management, Alternative Investments, Fixed Income, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Investment Management, Investment Strategies, Management, Capital Markets, Securities, Mutual Funds
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 1994 — 1997
Bachelor of Business Administration (BBA), Major in Finance; Minor in Management
Ziegler Capital Management, LLC August 2012 - Present
Dearborn Partners March 2010 - August 2012
Chicago Equity Partners March 2003 - March 2010
Skills
Investments, Asset Management, Alternative Investments, Fixed Income, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Investment Management, Investment Strategies, Management, Capital Markets, Securities, Mutual Funds
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 1994 — 1997
Bachelor of Business Administration (BBA), Major in Finance; Minor in Management
William Messner William Messner's Chicago Equity Partners Experience May 2001 - July 2005
Job Senior Statistician at State Farm Insurance
Industry Insurance
Experience
State Farm May 2011 - Present
Applied Technologies for Learning in the Arts & Sciences (ATLAS) at the University of Illinois August 2010 - April 2011
State Farm August 2009 - August 2010
The University of Illinois Psychology Department August 2006 - August 2009
The University of Illinois Psychology Department June 2008 - August 2008
The University of Illinois Psychology Department June 2008 - August 2008
Chicago Equity Partners May 2001 - July 2005
St. John's Catholic Newman Center May 2000 - August 2000
St. Johns Catholic Newman Center August 1999 - August 2000
St. Johns Catholic Newman Center August 1999 - May 2000
Skills
Statistics, Predictive Modeling, Statistical Modeling, Analytics, Quantitative Analytics, Predictive Analytics, Quantitative Research, Data Analysis, Data Mining, SAS, SAS programming, R (beginner), Python (beginner), SQL, Megaputer Polyanalyst, TreeNet, Microsoft Office, Microsoft Excel, Generalized linear..., Logistic Regression, Linear Regression, OLS Regression, Text Mining, Cluster Analysis, Optimization..., Survival Analysis (Cox..., Classification Trees, Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2010
MS, Statistics, Combined Graduate GPA: 3.96
University of Illinois at Urbana-Champaign 2005 — 2009
MA, Quantitative Psychology, Combined Graduate GPA: 3.96
University of Illinois at Urbana-Champaign 1997 — 2000
BA, Economics, Undergraduate GPA: 3.97
The College of Wooster 1996 — 1997
State Farm May 2011 - Present
Applied Technologies for Learning in the Arts & Sciences (ATLAS) at the University of Illinois August 2010 - April 2011
State Farm August 2009 - August 2010
The University of Illinois Psychology Department August 2006 - August 2009
The University of Illinois Psychology Department June 2008 - August 2008
The University of Illinois Psychology Department June 2008 - August 2008
Chicago Equity Partners May 2001 - July 2005
St. John's Catholic Newman Center May 2000 - August 2000
St. Johns Catholic Newman Center August 1999 - August 2000
St. Johns Catholic Newman Center August 1999 - May 2000
Skills
Statistics, Predictive Modeling, Statistical Modeling, Analytics, Quantitative Analytics, Predictive Analytics, Quantitative Research, Data Analysis, Data Mining, SAS, SAS programming, R (beginner), Python (beginner), SQL, Megaputer Polyanalyst, TreeNet, Microsoft Office, Microsoft Excel, Generalized linear..., Logistic Regression, Linear Regression, OLS Regression, Text Mining, Cluster Analysis, Optimization..., Survival Analysis (Cox..., Classification Trees, Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2010
MS, Statistics, Combined Graduate GPA: 3.96
University of Illinois at Urbana-Champaign 2005 — 2009
MA, Quantitative Psychology, Combined Graduate GPA: 3.96
University of Illinois at Urbana-Champaign 1997 — 2000
BA, Economics, Undergraduate GPA: 3.97
The College of Wooster 1996 — 1997
Alexander González Alexander González's Chicago Equity Partners Experience July 2014 - Present
Job Chief Financial Officer at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners July 2014 - Present
Emil van Essen LLC January 2012 - July 2014
Gladius Investment Group July 2011 - January 2012
AlphaMetrix360 LLC August 2007 - August 2011
Custom House Fund Services (Ireland) Ltd. May 2005 - August 2007
Rock Island Equity Market Services, Chicago Stock Exchange May 2003 - May 2005
Skills
Private Equity, Accounting, Valuation, Finance, Hedge Funds, Microsoft Excel, VBA, Risk Management, Derivatives, Financial Modeling, Financial Reporting, Asset Management, Java, Equities, C++, Investments, Options, Fixed Income, Capital Markets, C, C#, Ruby on Rails, Bloomberg, Alternative Investments, Financial Markets, Fund Accounting, Fund Of Funds, Fund Administration, Tableau, Matlab, Management, Financial Analysis, Portfolio Management, Trading, IFRS, Mutual Funds, Corporate Finance, Search Fund
Education
The University of Chicago Booth School of Business
MBA Candidate
The University of Chicago 2014 — 2015
Graduate Student at Large - Business
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
Masters of Science in Accountancy, Accounting and Computer Science
Loyola University Chicago 1997 — 2002
BBA, International Business, Finance, Economics
Chicago Equity Partners July 2014 - Present
Emil van Essen LLC January 2012 - July 2014
Gladius Investment Group July 2011 - January 2012
AlphaMetrix360 LLC August 2007 - August 2011
Custom House Fund Services (Ireland) Ltd. May 2005 - August 2007
Rock Island Equity Market Services, Chicago Stock Exchange May 2003 - May 2005
Skills
Private Equity, Accounting, Valuation, Finance, Hedge Funds, Microsoft Excel, VBA, Risk Management, Derivatives, Financial Modeling, Financial Reporting, Asset Management, Java, Equities, C++, Investments, Options, Fixed Income, Capital Markets, C, C#, Ruby on Rails, Bloomberg, Alternative Investments, Financial Markets, Fund Accounting, Fund Of Funds, Fund Administration, Tableau, Matlab, Management, Financial Analysis, Portfolio Management, Trading, IFRS, Mutual Funds, Corporate Finance, Search Fund
Education
The University of Chicago Booth School of Business
MBA Candidate
The University of Chicago 2014 — 2015
Graduate Student at Large - Business
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
Masters of Science in Accountancy, Accounting and Computer Science
Loyola University Chicago 1997 — 2002
BBA, International Business, Finance, Economics
Daniel Glotzbach, CFA Daniel Glotzbach, CFA's Chicago Equity Partners Experience May 2009 - July 2009
Job Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company July 2011 - Present
Chicago Equity Partners May 2009 - July 2009
White Hen/ 7-Eleven Corp June 2007 - August 2007
Skills
Bloomberg, Equities, Financial Modeling, Fixed Income, Options, Trading, Derivatives, Finance, Portfolio Management, Capital Markets, Financial Markets, Valuation, Alternative Investments, Corporate Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance, Accountancy
Chicago Trading Company July 2011 - Present
Chicago Equity Partners May 2009 - July 2009
White Hen/ 7-Eleven Corp June 2007 - August 2007
Skills
Bloomberg, Equities, Financial Modeling, Fixed Income, Options, Trading, Derivatives, Finance, Portfolio Management, Capital Markets, Financial Markets, Valuation, Alternative Investments, Corporate Finance, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance, Accountancy
Ruegsegger Linda Ruegsegger Linda's Chicago Equity Partners Experience January 2004 - Present
Job Director of Client Service at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners January 2004 - Present
Strong Capital Management December 2000 - December 2004
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Asset Management, Investments, Securities, Series 7, Bloomberg, Capital Markets, Financial Modeling, Wealth Management, Mutual Funds, Equity Research, Series 63, Bloomberg Terminal, Financial Services
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
Northern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance, General
Chicago Equity Partners January 2004 - Present
Strong Capital Management December 2000 - December 2004
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Asset Management, Investments, Securities, Series 7, Bloomberg, Capital Markets, Financial Modeling, Wealth Management, Mutual Funds, Equity Research, Series 63, Bloomberg Terminal, Financial Services
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
Northern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance, General
Anjanette Wroblewski Anjanette Wroblewski's Chicago Equity Partners Experience August 2010 - Present
Job Director of Operations @ Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners August 2010 - Present
Skills
Hedge Funds, Account Reconciliation, Team Management, Axys, Separately Managed..., Security APL, Asset Managment, Portfolio Management, Alternative Investments, Equities, Securities, Investments, Bloomberg, Trading, Mutual Funds, Fixed Income, Asset Allocation, Management, Financial Services, Wealth Management, Asset Management
Education
Bradley University 1994 — 1998
BA
Chicago Equity Partners August 2010 - Present
Skills
Hedge Funds, Account Reconciliation, Team Management, Axys, Separately Managed..., Security APL, Asset Managment, Portfolio Management, Alternative Investments, Equities, Securities, Investments, Bloomberg, Trading, Mutual Funds, Fixed Income, Asset Allocation, Management, Financial Services, Wealth Management, Asset Management
Education
Bradley University 1994 — 1998
BA
David Coughenour, CFA David Coughenour, CFA's Chicago Equity Partners Experience April 2004 - Present
Job Chief Investment Officer at Chicago Equity Partners, LLC
Industry Investment Management
Experience
Chicago Equity Partners April 2004 - Present
Chicago Equity Partners March 2000 - April 2004
Bank of America November 1994 - March 2000
Continental Bank November 1989 - November 1994
Education
Duke University 1981 — 1985
BA, Psychology
Samuel P Langley High School 1977 — 1981
Chicago Equity Partners April 2004 - Present
Chicago Equity Partners March 2000 - April 2004
Bank of America November 1994 - March 2000
Continental Bank November 1989 - November 1994
Education
Duke University 1981 — 1985
BA, Psychology
Samuel P Langley High School 1977 — 1981
Rene Velazco Rene Velazco's Chicago Equity Partners Experience 2003 - 2010
Job Senior Accountant at Uptake
Industry Information Technology and Services
Experience
Uptake June 2015 - Present
Belly October 2014 - May 2015
JPMorgan Chase May 2013 - October 2014
Grant Thornton LLP February 2011 - May 2013
Center for Urban Research and Learning - Loyola University Chicago September 2010 - February 2011
Verizon Wireless June 2010 - August 2010
Starlight Children's Foundation February 2010 - May 2010
Chicago Equity Partners 2003 - 2010
Skills
SQL, Microsoft Excel, Access, QuickBooks, GoSystems, Axys, Bloomberg Terminal, MacGregor, Lawson General Ledger, Accounting, Business Strategy, Consulting, Process Improvement, Not for Profit, Tax Preparation, Tax
Education
Quinlan School of Business, Loyola University Chicago
MBA
Quinlan School of Business, Loyola University Chicago
BBA
Loyola Academy
Uptake June 2015 - Present
Belly October 2014 - May 2015
JPMorgan Chase May 2013 - October 2014
Grant Thornton LLP February 2011 - May 2013
Center for Urban Research and Learning - Loyola University Chicago September 2010 - February 2011
Verizon Wireless June 2010 - August 2010
Starlight Children's Foundation February 2010 - May 2010
Chicago Equity Partners 2003 - 2010
Skills
SQL, Microsoft Excel, Access, QuickBooks, GoSystems, Axys, Bloomberg Terminal, MacGregor, Lawson General Ledger, Accounting, Business Strategy, Consulting, Process Improvement, Not for Profit, Tax Preparation, Tax
Education
Quinlan School of Business, Loyola University Chicago
MBA
Quinlan School of Business, Loyola University Chicago
BBA
Loyola Academy
Sandy Bustamante's Chicago Equity Partners Experience 2004 - 2005
Job Administrative Assistant
Industry Insurance
Experience
UNITE HERE HEALTH April 2012 - Present
American Osteopathic Association 2005 - 2010
Chicago Equity Partners 2004 - 2005
Trias Capital Management, Inc. 2000 - 2004
Skills
Certified Professional..., Administrative..., Spreadsheets, Calendars, Administrative Work, Expense Reports, Outlook, Microsoft Excel, Microsoft Office, Travel Arrangements, PowerPoint, Microsoft Word, Budgets, Fax, Marketing, Customer Service, Editing, Access, Account Reconciliation, Administrative..., Volunteer Management, Training, Data Entry, Nonprofits
Education
Rasmussen College-Illinois 2011 — 2013
Bachelor's Degree, Business Management
Robert Morris College 1991 — 1993
Associate's Degree, Business Management
UNITE HERE HEALTH April 2012 - Present
American Osteopathic Association 2005 - 2010
Chicago Equity Partners 2004 - 2005
Trias Capital Management, Inc. 2000 - 2004
Skills
Certified Professional..., Administrative..., Spreadsheets, Calendars, Administrative Work, Expense Reports, Outlook, Microsoft Excel, Microsoft Office, Travel Arrangements, PowerPoint, Microsoft Word, Budgets, Fax, Marketing, Customer Service, Editing, Access, Account Reconciliation, Administrative..., Volunteer Management, Training, Data Entry, Nonprofits
Education
Rasmussen College-Illinois 2011 — 2013
Bachelor's Degree, Business Management
Robert Morris College 1991 — 1993
Associate's Degree, Business Management
Vytas Krisciunas's Chicago Equity Partners Experience March 2001 - July 2003
Job Director, Platform at HFR Asset Management
Industry Financial Services
Experience
HFR Asset Management January 2012 - Present
Matrix Capital Advisors January 2006 - January 2012
Capital Markets Finance November 2004 - June 2005
TradeGroup L.L.C. (Subsidiary of Tradelink L.L.C July 2003 - October 2004
Chicago Equity Partners March 2001 - July 2003
The Northern Trust Company November 1999 - March 2001
Skills
Hedge Funds
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Finance, Economics
HFR Asset Management January 2012 - Present
Matrix Capital Advisors January 2006 - January 2012
Capital Markets Finance November 2004 - June 2005
TradeGroup L.L.C. (Subsidiary of Tradelink L.L.C July 2003 - October 2004
Chicago Equity Partners March 2001 - July 2003
The Northern Trust Company November 1999 - March 2001
Skills
Hedge Funds
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Finance, Economics
John Ahlers's Chicago Equity Partners Experience June 2009 - September 2009
Job Software Sales & MBA Student
Industry Information Technology and Services
Experience
Siteimprove North America April 2015 - Present
Cashier Live June 2014 - March 2015
Cashier Live December 2013 - March 2015
Cashier Live 2013 - March 2015
Acquity Group 2010 - 2012
Chicago Equity Partners June 2009 - September 2009
GMAC Financial Services July 2007 - September 2007
GMAC Financial Services June 2006 - September 2006
Skills
Merchant Services, Account Management, Management, Business Development, Analytics, CRM, E-commerce, Digital Marketing, Lead Generation, Business Intelligence, Social Media Marketing, Marketing, Sales, Vendor Management, Product Management, Content Management, Social Media, Mobile Devices, Access, Bloomberg, SEM, B2B, Google Analytics, New Business Development, Sales Operations, Finance, Salesforce.com, Email Marketing
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University
BS, Marketing; Sales Leadership
Siteimprove North America April 2015 - Present
Cashier Live June 2014 - March 2015
Cashier Live December 2013 - March 2015
Cashier Live 2013 - March 2015
Acquity Group 2010 - 2012
Chicago Equity Partners June 2009 - September 2009
GMAC Financial Services July 2007 - September 2007
GMAC Financial Services June 2006 - September 2006
Skills
Merchant Services, Account Management, Management, Business Development, Analytics, CRM, E-commerce, Digital Marketing, Lead Generation, Business Intelligence, Social Media Marketing, Marketing, Sales, Vendor Management, Product Management, Content Management, Social Media, Mobile Devices, Access, Bloomberg, SEM, B2B, Google Analytics, New Business Development, Sales Operations, Finance, Salesforce.com, Email Marketing
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University
BS, Marketing; Sales Leadership
Abhay Munot, CFA's Chicago Equity Partners Experience September 2011 - Present
Job
Industry Investment Management
Experience
Chicago Equity Partners September 2011 - Present
Education
Cleveland State University 1999 — 2000
Master of Science (MS), Computer Information Science, 3.96/4.0
Veermata Jijabai Technical Institute 1993 — 1997
BE, Production Engineering, First Class
Brijlal Biyani Science College
Chicago Equity Partners September 2011 - Present
Education
Cleveland State University 1999 — 2000
Master of Science (MS), Computer Information Science, 3.96/4.0
Veermata Jijabai Technical Institute 1993 — 1997
BE, Production Engineering, First Class
Brijlal Biyani Science College
Christina De Giuseppe, CFA's Chicago Equity Partners Experience November 2007 - October 2013
Job Product Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management November 2014 - Present
UBS October 2013 - October 2014
Chicago Equity Partners November 2007 - October 2013
ABN AMRO Asset Management May 2006 - November 2007
LaSalle Bank December 2001 - May 2006
Northern Trust January 1999 - December 2001
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Management, Capital Markets, Securities, Asset Allocation, Investments, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, Financial Modeling, Analysis, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Strategy Execution and Valuation and Leadership and Change Management
DePaul University 1994 — 1998
BS, Finance
BMO Global Asset Management November 2014 - Present
UBS October 2013 - October 2014
Chicago Equity Partners November 2007 - October 2013
ABN AMRO Asset Management May 2006 - November 2007
LaSalle Bank December 2001 - May 2006
Northern Trust January 1999 - December 2001
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Management, Capital Markets, Securities, Asset Allocation, Investments, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, Financial Modeling, Analysis, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Strategy Execution and Valuation and Leadership and Change Management
DePaul University 1994 — 1998
BS, Finance
Robert Kramer, CFA's Chicago Equity Partners Experience July 1989 - Present
Job Managing Director at Chicago Equity Partners
Industry Investment Management
Experience
Chicago Equity Partners July 1989 - Present
Skills
Equity Research, Equities, Asset Managment, Portfolio Management, Investments, Hedge Funds, Portfolio Optimization, Performance Attribution, Investment Strategies, Fixed Income, Financial Modeling, Bloomberg, Risk Management, Quantitative Research, Strategic Planning
Education
University of Illinois at Chicago
BS, MBA
Chicago Equity Partners July 1989 - Present
Skills
Equity Research, Equities, Asset Managment, Portfolio Management, Investments, Hedge Funds, Portfolio Optimization, Performance Attribution, Investment Strategies, Fixed Income, Financial Modeling, Bloomberg, Risk Management, Quantitative Research, Strategic Planning
Education
University of Illinois at Chicago
BS, MBA
Vincent Asta's Chicago Equity Partners Experience August 2012 - Present
Job Network Administrator at Chicago Equity Partners
Industry Computer Networking
Experience
Chicago Equity Partners August 2012 - Present
Walgreens June 2011 - August 2012
AT&T May 2010 - March 2011
GE Medical Systems Information Technologies July 2007 - May 2010
Rush University Medical Center October 2006 - July 2007
Skills
CCNA, Troubleshooting, Hardware, Switches, Cisco Technologies, WAN, BGP, Cisco Wireless, VMware, Active Directory, Servers, Network Security, Data Center, Laptops, CompTIA A+ Certification, Networking, Antivirus, Windows Server, VoIP, Network Administration, Firewalls, Security, TCP/IP, Linux, VPN, Routers, Cisco Routers, Training, System Deployment, CompTIA, Network Design, Software Installation, OSPF, DHCP, DNS, Infrastructure, Disaster Recovery, Computer Hardware, System Administration, LAN-WAN, Windows, Team Leadership, Wireless Networking, Information Technology, Routing, Windows 7, VLAN, Wireless, EIGRP, Operating Systems
Education
University of Phoenix 2000 — 2004
BS, Information Technology
Rochester Institute of Technology 1993 — 1997
BS, Printing Management
Lake Park High School
Lake Park High School
Lake Park High School
Chicago Equity Partners August 2012 - Present
Walgreens June 2011 - August 2012
AT&T May 2010 - March 2011
GE Medical Systems Information Technologies July 2007 - May 2010
Rush University Medical Center October 2006 - July 2007
Skills
CCNA, Troubleshooting, Hardware, Switches, Cisco Technologies, WAN, BGP, Cisco Wireless, VMware, Active Directory, Servers, Network Security, Data Center, Laptops, CompTIA A+ Certification, Networking, Antivirus, Windows Server, VoIP, Network Administration, Firewalls, Security, TCP/IP, Linux, VPN, Routers, Cisco Routers, Training, System Deployment, CompTIA, Network Design, Software Installation, OSPF, DHCP, DNS, Infrastructure, Disaster Recovery, Computer Hardware, System Administration, LAN-WAN, Windows, Team Leadership, Wireless Networking, Information Technology, Routing, Windows 7, VLAN, Wireless, EIGRP, Operating Systems
Education
University of Phoenix 2000 — 2004
BS, Information Technology
Rochester Institute of Technology 1993 — 1997
BS, Printing Management
Lake Park High School
Lake Park High School
Lake Park High School
Lynne Schultz's Chicago Equity Partners Experience 1998 - 2003
Job
Industry Financial Services
Experience
Chicago Equity Partners 1998 - 2003
Bank of America 1997 - 1998
Northern Trust 1995 - 1996
Education
Drake University 1990 — 1992
MA/MC, Mass Communication, Corporate Public Relations
University of Iowa
BA, Mass Communication, English
Chicago Equity Partners 1998 - 2003
Bank of America 1997 - 1998
Northern Trust 1995 - 1996
Education
Drake University 1990 — 1992
MA/MC, Mass Communication, Corporate Public Relations
University of Iowa
BA, Mass Communication, English
Marty Dorow's Chicago Equity Partners Experience 2007 - Present
Job Managing Director
Industry Investment Management
Experience
Chicago Equity Partners 2007 - Present
Skills
Equities, Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Investment Management, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Marketing
Chicago Equity Partners 2007 - Present
Skills
Equities, Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Investment Management, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Marketing
Rich Podjasek's Chicago Equity Partners Experience June 2010 - September 2010
Job Associate, Markets Group at Federal Reserve Bank of New York
Industry Capital Markets
Experience
Federal Reserve Bank of New York January 2015 - Present
Federal Reserve Bank of Chicago September 2011 - December 2014
Federal Reserve Bank of Chicago June 2011 - August 2011
Chicago Equity Partners June 2010 - September 2010
Bank of America Merrill Lynch March 2010 - June 2010
Wozniak Industries November 2008 - January 2009
Skills
Analysis, Financial Modeling, Statistics, SAS programming, Financial Analysis, SAS, R, Programming, Financial Reporting, Finance, Stata, Agency MBS, Quantitative Research, Quantitative Investing, Quantitative Analytics, Econometrics, Options, Interest Rate Hedging, Equities, Risk Management, Microsoft Excel, Valuation, Microsoft Office, Economics
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Finance, Econometrics and Statistics, Economics
DePaul University 2008 — 2012
Bachelor of Science, Finance Honors
Federal Reserve Bank of New York January 2015 - Present
Federal Reserve Bank of Chicago September 2011 - December 2014
Federal Reserve Bank of Chicago June 2011 - August 2011
Chicago Equity Partners June 2010 - September 2010
Bank of America Merrill Lynch March 2010 - June 2010
Wozniak Industries November 2008 - January 2009
Skills
Analysis, Financial Modeling, Statistics, SAS programming, Financial Analysis, SAS, R, Programming, Financial Reporting, Finance, Stata, Agency MBS, Quantitative Research, Quantitative Investing, Quantitative Analytics, Econometrics, Options, Interest Rate Hedging, Equities, Risk Management, Microsoft Excel, Valuation, Microsoft Office, Economics
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Finance, Econometrics and Statistics, Economics
DePaul University 2008 — 2012
Bachelor of Science, Finance Honors
Wendy Barrett's Chicago Equity Partners Experience March 2004 - July 2005
Job Former Fixed Income Trader; Current: PTO CoPresident/Horace Mann Elementary School
Industry
Experience
Chicago Equity Partners March 2004 - July 2005
Loomis, Sayles & Company January 1989 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Performance Attribution
Education
University of New Brunswick 1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Marketing and Finance
Chicago Equity Partners March 2004 - July 2005
Loomis, Sayles & Company January 1989 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Performance Attribution
Education
University of New Brunswick 1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Marketing and Finance
Ingrid Letzig's Chicago Equity Partners Experience 2004 - 2015
Job Financial Education Implementation/Delivery Lead at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt May 2015 - Present
Chicago Equity Partners 2004 - 2015
Freeman Associates Investment Management 2002 - 2004
Charles Schwab 1997 - 2001
Skills
Client Billing, Auditing, Revenue Forecasting, Management, Equities, Institutional..., Fixed Income, Funding, Portfolio Management, Investments, Securities, Asset Allocation, Investment Management, Client Service, Revenue Analysis, Bloomberg, Settlement, Corporate Actions, Asset Management, ETFs, Operations Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts (BA)
Aon Hewitt May 2015 - Present
Chicago Equity Partners 2004 - 2015
Freeman Associates Investment Management 2002 - 2004
Charles Schwab 1997 - 2001
Skills
Client Billing, Auditing, Revenue Forecasting, Management, Equities, Institutional..., Fixed Income, Funding, Portfolio Management, Investments, Securities, Asset Allocation, Investment Management, Client Service, Revenue Analysis, Bloomberg, Settlement, Corporate Actions, Asset Management, ETFs, Operations Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts (BA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY