Segall Bryant & Hamill
Industry: Company
DescriptionFounded: 1994 Subsidiary: Segall Bryant & Hamill, LLC, Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSegall Bryant & HamillWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Chicago, Illinois Address: 540 W Madison St #1900, Chicago, IL 60661 Hours: Closed ⋅ Opens 8:30AM Fri Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 474-1222Website: Place name: Category: : : : : : : Website: http://www.sbhic.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? 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 Segall Bryant & Hamill Posting publicly on the Web Write a review Reviews 1 Google review
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Segall Bryant & Hamill Employees
Segall Bryant & Hamill July 2015 - Present
Northern Trust Corporation December 2013 - Present
Advito February 2012 - October 2013
YMCA of Metropolitan Chicago August 2010 - March 2011
Lehman Brothers September 2009 - August 2010
Skills
CPA, Auditing, Forecasting, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Due Diligence, Finance, Account Reconciliation, Accounting, Budgets, Bookkeeping, Risk Management, Management Consulting, Data Analysis, Analysis, Strategy, Microsoft SQL Server, Microsoft Excel, Access, Management, Business Analysis, Banking
Education
Saint Xavier University 2010 — 2012
MBA, Fraud Examination and Management, Finance
Saint Xavier University 2004 — 2009
B.B.A, Accounting, Finance
Segall Bryant & Hamill April 1995 - Present
Working in the Schools (WITS) 2006 - Present
Carlson Funds Enterprise, University of Minnesota September 2011 - Present
Peggy Notebaert Nature Museum 2008 - 2010
CSI Asset Management, subsidiary of Prudential Insurance 1991 - 1995
Prudential Investment Corporation 1985 - 1991
Skills
Investment Management, Asset Allocation, Program Management, Hedge Funds, Asset Managment, Business Development, Alternative Investments, Investments, Marketing, Asset Management, Management, Investment Strategies, Series 7, Nonprofits, Event Planning, Capital Markets, Community Outreach, Portfolio Management, Public Speaking, Equities, Fundraising, Fixed Income, Mutual Funds, Investment Advisory, Private Equity, Equity Research, Investor Relations
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA
University of Minnesota - Carlson School of Management 1981 — 1985
BSB
Turner High School 1978 — 1981
University Hills Elementary 1969 — 1974
Segall Bryant & Hamill June 2015 - Present
McAdam Financially Advanced™ August 2014 - June 2015
Indiana University August 2010 - May 2014
Chicago Twenty Something June 2013 - August 2013
Indiana University Dance Marathon April 2010 - October 2012
A&M Mortgage Group July 2012 - August 2012
Hollister, Co June 2011 - August 2011
The Sportstation, Inc June 2010 - July 2010
Skills
Series 6, Series 63, Series 65, Series 62, Microsoft Excel, PowerPoint, Social Media, Event Planning, Microsoft Office, Advertising, Customer Service, Microsoft Word, Social Networking, Spanish-speaking, Leadership, Fundraising, Time Management, Public Speaking, Sales, Management, Spanish, Photoshop, Community Outreach, InDesign
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Marketing; Operations Management; IES Barcelona Language and Areas Studies
Robert W. Baird & Co. March 2005 - June 2015
Law Offices of William Sandrick August 1999 - March 2005
Segall Bryant & Hamill August 1997 - August 1999
Stein Roe & Farnham December 1989 - April 1996
Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Series 7
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business
Indiana University Bloomington 1986 — 1987
Segall Bryant & Hamill April 2013 - Present
FactSet Research Systems October 2011 - March 2013
FactSet Research Systems June 2009 - September 2011
Kennedy Capital Management April 2007 - June 2009
Skills
Investments, Finance, Portfolio Management, Equity Research, Factset, Financial Analysis, Financial Modeling, Performance Attribution, Account Management
Education
Saint Louis University 2005 — 2009
Bachelor of Business Administration, Finance
Segall Bryant & Hamill April 2006 - Present
Skills
Equity Research, Equity Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
Bradley University 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
JPMorgan Chase October 2011 - Present
CGIST December 2010 - October 2011
Creative Studio B November 2009 - June 2011
AHIMA October 2009 - December 2009
Optima Soulsight February 2008 - October 2008
HSW International March 2006 - December 2007
Euro RSCG August 2005 - February 2006
The Marketing Store January 2002 - June 2005
Segall Bryant & Hamill February 2000 - October 2001
Cardenas Fernandez & Associates April 1998 - January 2000
Skills
Spanish, Portuguese, Mandarin, International Business, International Project..., Multicultural Teams, Event Management, Account Management, Business Development, Market Research, Consulting, SEO, Competitive Analysis, Brand Architecture, Web Analytics, Integrated Marketing, Marketing Strategy, Business Planning, Marketing, Strategic Planning, Creative Direction, Direct Marketing, Leadership
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Master of Business Administration (MBA), International Business
University of Wisconsin-La Crosse 1988 — 1993
B.S., Marketing/International Business
Calamos Investments 2013 - Present
Charis Capital Management LLC 2010 - 2013
Northern Trust Global Investments 2006 - 2009
Segall Bryant & Hamill 1995 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Management
Education
University of Michigan 1988 — 1991
B.A., Economics
Segall Bryant & Hamill April 2013 - July 2014
Diversified Financial Management Corp. September 1999 - December 2012
Chicago Bears Football Club September 1997 - September 1999
Ernst & Young September 1996 - September 1997
Skills
CPA, Accounting, Partnership Taxation, Financial Reporting, Financial Statements, High Net Worth..., Financial Modeling, Financial Analysis, International Project..., Treasury, Project Management, Team Leadership, Document Review, Strategic Planning, Investments, Finance, Corporate Finance, Internal Controls
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance, Management, Entrepreneurship
Miami University 1992 — 1996
BS, Accountancy
Segall Bryant & Hamill August 2010 - Present
Computer Systems Institute March 2008 - August 2010
Maine West High School August 2001 - August 2007
Skills
Java, C#, SQL, SQL Server, Oracle SQL, PHP, HTML + CSS, HTML, CSS, ASP.NET, Visual Studio, Flash, Photoshop, Communication Written, Oral Communications, Quickbooks, Peachtree, Microsoft Office, Excel, Word, Relational Databases, Education, French
Education
DePaul University 2009 — 2011
MS, E-Commerce Technology
Western Michigan University
BA, Career & Technical Education, French
Segall Bryant & Hamill May 2013 - Present
ARCADIS March 2010 - May 2013
Morris Graduate School of Management December 2011 - February 2012
Lotsoff Capital Management September 1996 - September 2009
Lotsoff Capital Management January 1993 - January 1996
Lotsoff Capital Management September 1991 - January 1993
Skills
Program Management, Disaster Recovery, MS Project, SharePoint, Project Management, Agile & Waterfall..., PMP, Management, Data Center, Team Leadership, Information Technology, MIS, Change Management, Software Project..., System Administration, Visio, Project Planning, Integration, Networking, IT Strategy, Business Analysis, Start-ups, Operations Management, Network Administration, Desktop Publishing, Procurement, Contract Negotiation, Troubleshooting, Vendor Management, Process Improvement, Analysis, Budgets, Technical Writing, Microsoft Office, Technical Support, IT Management, Windows, Project Portfolio..., Microsoft Project, Telecommunications, Help Desk Management
Education
Boston University 2005 — 2007
M.S., Management
University of Michigan 1986 — 1990
B.A., Communication
Segall Bryant & Hamill April 2012 - Present
Old Republic Asset Management May 2010 - April 2012
Old Republic Asset Management May 2006 - 2010
Old Republic Asset Management May 2004 - April 2006
Old Republic Asset Management September 2002 - April 2004
Skills
Fixed Income, Trading, Portfolio Management, Asset Allocation, Investments, Equities, Asset Management
Education
Augustana College 1998 — 2002
Business Administration, International Business, Spanish, Accounting
Segall Bryant & Hamill June 2015 - Present
CA VENTURES, LLC May 2014 - August 2014
Campus Acquisitions, LLC May 2013 - August 2013
Northbrook School District 28 July 2012 - August 2012
Skills
Leadership, Telephone Skills, Microsoft Excel, Organization, Financial Analysis, Teaching, Sports, Football, Cpr Certified, Financial Modeling, Microsoft Office, Market Research
Education
Arizona State University 2012 — 2016
Finance, General
Arizona State University
Loyola University Chicago August 2014 - Present
Geneva Advisors June 2015 - July 2015
Guild Capital January 2014 - August 2014
Dworkin and Maciariello, LLP May 2012 - January 2014
Segall Bryant & Hamill May 2011 - August 2011
Skills
Microsoft Office, Finance, Highly Dedicated, Financial Analysis, Microsoft Excel, Diligent, Data Analysis, Business Strategy, Personal Finance, Interpersonal..., Business Analysis, Teamwork, Budgets, Leadership, Time Management, Mergers & Acquisitions, Corporate Finance, Public Speaking, Social Media, Research, Microsoft Word, PowerPoint
Education
Loyola University Chicago 2014 — 2018
Doctor of Law (J.D.) Masters in Business Administration (M.B.A.), 3.748/4.0
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Consumer Economics and Finance, 3.94/4
New Trier High School 2005 — 2009
Investment Consultant January 2013 - Present
Investment Consultant May 2011 - December 2012
Segall Bryant & Hamill May 2007 - April 2011
Northern Trust November 2004 - April 2007
Credit Agricole April 2003 - November 2004
Citadel LLC September 2001 - April 2003
Arthur Andersen/Andersen Consulting April 1997 - September 2001
Skills
Investments, Equities, Financial Modeling, Private Equity, Securities, Bloomberg, Derivatives, Emerging Markets, Funding, Equity Valuation, Fixed Income, Asset Managment, Valuation, Capital Markets, Mutual Funds
Education
University of Illinois at Chicago 1991 — 1994
MBA, Accounting
Illinois State University 1987 — 1991
BS, Finance
Segall Bryant & Hamill September 2015 - Present
Northern Trust October 2003 - Present
UBS Global Asset Management 2002 - 2003
Lincoln Capital Management 2000 - 2002
Harris Investment Management 1998 - 2000
Skills
Fixed Income, Equities, Securities, Settlement, Financial Reporting, Banking, Financial Services, Bloomberg, Client Service Oriented, Microsoft Excel, Microsoft Word, Lotus Notes, Mutual Funds, Back Office, Middle Office, Bonds, Asset Allocation, Finance, Account Reconciliation, Bloomberg Terminal, Portfolio Management
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
LaSalle St. Investment Advisors, LLC January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) November 2012 - August 2014
Segall Bryant & Hamill December 2009 - November 2012
Mercer Investment Consulting November 2005 - August 2009
Chicago Pacific Capital Advisors, Inc. 2002 - 2009
William Blair & Co., LLC June 1994 - August 2002
Bank of Tokyo Trust Co. of NY June 1990 - June 1994
Mitsubishi Bank Trust Co. of NY August 1988 - June 1990
Skills
Investments, Investment Management, Securities, Alternative Investments, Start-ups, Hedge Funds, Competitive Analysis, Portfolio Management, Asset Management, Equities, Sales, Asset Managment, Series 7, Finance, Investment Banking, Asset Allocation, Financial Services, Private Equity, Strategic Planning, Financial Modeling, Fixed Income, Relationship Management, Business Development, Entrepreneurship, Investment Strategies, Business Strategy, Mutual Funds, Capital Markets, Valuation, Venture Capital, Investment Advisory, Product Management, Financial Analysis, Investor Relations, Due Diligence, Emerging Markets, Financial Markets, Risk Management, Derivatives, Economics, Options, Market Research, Consulting, Non-profits, Corporate Finance, Strategic Financial..., Financial Advisory, History, Mergers, Non Profit Boards
Education
University of Illinois at Urbana-Champaign 1980 — 1988
MA, BA
Konan University 1983 — 1984
Study Abroad
NDHS
Segall Bryant & Hamill July 2011 - Present
Kennedy Capital Management, Inc March 2005 - July 2011
US Bank January 2003 - December 2004
Boeing May 2001 - December 2003
Skills
Financial Modeling, Portfolio Management, Equity Research, Investments, Asset Management, FactSet, CSFB HOLT, Return on Investment..., Finance, Valuation, Analysis, Due Diligence
Education
University of Missouri-Saint Louis 2002 — 2005
MBA, Business
Seton Hall University 1996 — 2000
BS, Finance
BMO Harris Bank April 2014 - Present
Professor Helvertson May 2013 - July 2013
Scott Yu, Attorney at Law August 2012 - June 2013
DVL Law Offices May 2012 - August 2012
DePaul University Student Legal Services August 2011 - December 2011
Segall Bryant & Hamill August 2005 - June 2010
Iowa Memorial Union Business Office, The University of Iowa February 2004 - May 2005
Iowa State Bank and Trust Company May 2004 - August 2004
Skills
Legal Research, Financial Modeling, Legal Writing, Regulation, Compliance, Derivatives, Fixed Income, Due Diligence, Securities, Bankruptcy, Investments, Finance, Risk Assessment, Microsoft Office, Family Law, Bloomberg, Financial Analysis, Valuation, Corporate Tax, Microsoft Excel, Analysis, Accounting, Public Speaking, Financial Risk, Corporate Finance, Research, Leadership, Financial Services, Financial Reporting, Internal Controls, Contract Negotiation, Westlaw, Social Media, Negotiation, Social Networking, Strategy
Education
DePaul University College of Law 2010 — 2013
Doctor of Law (JD), Business/Commerce
Northwestern University 2009 — 2010
Post Baccalaureate, Political Science and Government
University of Iowa 2002 — 2005
BBA, Finance
Segall Bryant & Hamill October 1994 - Present
Evanston Community Foundation 1989 - Present
Skills
Asset Managment, Asset Management, Investments, Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Private Equity, Venture Capital, Entrepreneurship
Education
University of Chicago 1969 — 1970
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1964 — 1968
BS, Economics
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Segall Bryant & Hamill August 2014 - Present
Neuberger Berman April 2009 - August 2014
Deephaven Capital Mgmt September 2001 - March 2009
American Express Bank January 1997 - April 2001
American Express Financial Advisors November 1994 - January 1997
Skills
Equities, Trading, Fixed Income, Customer Service, Valuation, Trading Systems, Alternative Investments, Securities, Hedge Funds, Asset Managment, Investment Strategies, Prime Brokerage, Investments, Asset Allocation, Bloomberg, Asset Management, Financial Reporting, Hedging, Private Equity, Options, Mutual Funds, Investment Management, FX Options, Due Diligence, Derivatives
Education
St. Cloud State University 1986 — 1992
BS, International Business
St. Cloud State University - Herberger Business School 1986 — 1992
Edward Jones May 2012 - Present
AMK Analytics January 2012 - April 2012
Segall Bryant & Hamill June 2009 - June 2011
Kennedy Capital Management February 2002 - April 2009
A.G. Edwards & Sons, Inc. April 1997 - January 2002
GLA International, a division of Brooks Fiber Properties May 1995 - March 1997
Southwestern Bell July 1989 - May 1995
Skills
Valuation, Equities, Financial Modeling, Portfolio Management, Industry Analysis, Business Strategy, Equity Research, Investments, Financial Analysis, Securities, Asset Management, Due Diligence, Equity Valuation, Financial Reporting, Finance, Investment Management, Mutual Funds, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Civil Engineering
Credit Suisse June 2005 - Present
Segall Bryant & Hamill January 2001 - June 2005
Strong Capital Management 1999 - 1999
Education
University of Wisconsin-Madison - School of Business 1997 — 1999
MBA, Finance
The College of Wooster 1990 — 1994
BA
NT
Advocate Health Care 2014 - Present
Segall Bryant & Hamill 2011 - Present
Archos Restaurant Services Inc. 2010 - 2011
Aurora Investment Management (formerly Harris Alternatives LLC) 2001 - 2010
Harris Associates 2000 - 2001
Skills
Hedge Funds, Alternative Investments, Investments, Due Diligence, Investment Management, Asset Allocation, Trading, Investment Strategies
Education
DePaul University 1997 — 2001
Bachelor, Finance
Columbia Wanger Asset Management July 2008 - Present
Advisory Research 2006 - 2008
Segall Bryant & Hamill 2004 - 2006
Skills
Trading, Investments, Technical Analysis, Equity Trading, Equities, Portfolio Management, Trading Systems, Asset Management, Bloomberg, Electronic Trading, Equity Research, Hedge Funds, Financial Markets, Alternative Investments, Securities
Education
Northern Illinois University 1996 — 2000
Business
Sun Singer Wine and Spirits July 2010 - Present
Cafe Luna September 2008 - August 2010
Bigane Paving Company July 2007 - August 2008
Segall Bryant & Hamill 2002 - 2004
Education
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Sociology
RR Donnelley February 2013 - Present
Robert Half Technology October 2012 - February 2013
None August 2012 - October 2012
VeinDraw (formerly known as VTS) January 2011 - August 2012
Strata Marketing August 2008 - February 2009
Charles Anthony Productions March 2006 - June 2008
Segall Bryant & Hamill January 2000 - January 2006
Associates Commerce Solutions January 1997 - January 2000
Midwest Software Ltd January 1996 - January 1997
Skills
.NET, Crystal Reports, SQL, Visual Basic, WinForms, Microsoft SQL Server, C#, VBScript, SSRS, SharePoint, VBA, ASP, Unix, Access, VB.NET, PHP
Education
North Central College 1988 — 1992
B.S., Computer Science
Datahealth June 2013 - Present
Segall Bryant & Hamill May 1999 - June 2013
Elmhurst College March 1998 - May 1999
H. E. Baumrucker Co. 1987 - 1998
Elsinore Airframe Services August 1986 - October 1987
Skills
Market Data, Infrastructure..., Cloud Computing, Microsoft SQL Server, Access, IT Management, Data Center, VMware, Servers, SQL, Hardware, Disaster Recovery, Virtualization, Networking, IT Strategy, Project Management, Management
Education
DePaul University 2004 — 2012
Information Systems
Elmhurst College 1994 — 2012
Information Systems
Cheyenne Aero Tech 1986 — 1987
Aviation Maintenance
Segall Bryant & Hamill January 2011 - Present
Talon Asset Management (Acquired by Bank of New York Mellon) July 2006 - January 2011
Robert W. Baird April 2003 - June 2006
ABN AMRO September 1995 - March 2003
Skills
Investments, Banking, Equities, Portfolio Management, Asset Management, Valuation, Financial Modeling, Asset Managment, Strategy, Equity Research, Financial Analysis, Insurance, Financial Services, Investment Management, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Analytical Finance, Strategy & Management
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Accountancy, Finance
Niles North
Segall Bryant & Hamill 2014 - Present
FactSet Research Systems 2012 - 2014
FactSet Research Systems 2010 - 2012
Education
Indiana University - Kelley School of Business 2006 — 2010
Finance
Segall Bryant & Hamill January 1991 - March 2011
Education
University of Chicago Graduate School of Business
MBA
Massachusetts Institute of Technology 1957 — 1961
BS, Chemical Engineering
Segall Bryant & Hamill June 2015 - Present
Philadelphia International Advisors July 2012 - June 2015
Philadelphia International Advisors June 2004 - July 2012
Delaware Investments February 2002 - June 2004
GMO August 1997 - February 2002
Education
Harvard University
Doctor of Philosophy (Ph.D.)
Massachusetts Institute of Technology
Master's degree
Massachusetts Institute of Technology
Bachelor's degree
Segall Bryant & Hamill Managing DirectorSegall Bryant & Hamill Investment Counsel1999 - Present
Skills
Alternative Investments, Fixed Income, Asset Managment, Asset Allocation, Equities, Portfolio Management, Hedge Funds, Investment Management, Investments, Financial Modeling, Investment Advisory, Valuation, Due Diligence, Financial Analysis, Investment Strategies, Relationship Management, Bonds, Bloomberg, Mutual Funds, Investor Relations
Education
DePaul University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Boston College 1982 — 1986
bs, finance
Segall Bryant & Hamill May 2015 - Present
Ziegler May 2013 - May 2015
BCS Financial Corporation October 2012 - April 2013
Skills
Event Planning, Marketing, Series 7, General Securities...
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics
Segall Bryant & Hamill June 2014 - Present
AllianceBernstein November 2010 - June 2014
InterCall August 2009 - November 2010
First American Trust, LLC May 2008 - February 2009
Skills
Series 7, Series 63
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
New Trier High School 2001 — 2005
Segall Bryant & Hamill October 2006 - April 2015
Nomanbhoy Family Investments (Intermed Oncology Associates) April 1996 - September 2006
Skills
Alternative Investments, Portfolio Management, Investment Management, Investments, Fixed Income, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Financial Services, Trading
Education
Lewis University 2002 — 2003
Bachelor of Science (B.S.), Finance with minor in Economics, 4.0/4.0
Bankers Life and Casualty Company August 2014 - Present
Bankers Life and Casualty January 2013 - Present
Bankers Life and Casualty Company June 2011 - December 2012
Segall Bryant & Hamill January 2008 - December 2009
Segall Bryant & Hamill August 2003 - December 2007
Skills
Outlook, PowerPoint, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Budgets, Strategic Planning, Windows, SPSS, Analysis, Insurance, Training, Universal Life, Marketing, Leadership, Sales, Management, Data Entry, Event Planning
Education
Loyola University of Chicago 2010 — 2013
Master of Arts (M.A.), Criminal Justice Research
University of Illinois at Chicago 2003 — 2007
BA, Criminal Justice
Segall Bryant & Hamill May 2005 - Present
Loomis, Sayles & Company June 1993 - May 2005
Skills
Fixed Income, Bloomberg, Equity Research, Investments, Hedge Funds, Portfolio Management
Education
University of Massachusetts Dartmouth 1991 — 1993
BS, Finance
Alvarez & Marsal June 2014 - Present
Eastman Chemical Company May 2013 - August 2013
KPMG September 2008 - July 2012
Segall Bryant & Hamill May 2007 - August 2007
OPPENHEIMER AND Company June 2005 - July 2005
Skills
Excel, Financial Analysis, Microsoft Excel, Market Research, Project Management, Due Diligence, Private Equity, Management, Valuation, Finance, Financial Modeling, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Operations and Strategy
Indiana University - Kelley School of Business 2004 — 2008
BS, Accounting and Finance
Hinsdale Central Highschool
Segall Bryant & Hamill January 2012 - Present
AllianceBernstein October 1999 - October 2011
JPMorgan Chase (formerly American National Bank) June 1997 - July 1999
Chicago Public Schools January 1996 - June 1997
Education
Trinity Christian College 1991 — 1995
BS, Elmentary Education
Segall Bryant & Hamill January 2007 - January 2010
FOX Asset Management January 1999 - January 2007
JMC CAPITAL MANAGEMENT, INC January 1993 - January 1999
City of New Orleans January 1986 - January 1993
PRICE WATERHOUSE January 1978 - January 1986
Skills
Mutual Funds, Mergers & Acquisitions, Alternative Investments, Pension Funds, Hedge Funds, Investments, Asset Managment, Financial Services, Fundraising, Strategic Planning, Pensions, Asset Management
Education
Tulane University
M.B.A, Accounting
Tulane University
B. A, Economics
First Trust Advisors L.P. January 2006 - Present
Segall Bryant & Hamill 2000 - 2004
Everen Securities 1996 - 2000
Skills
Project Management, Problem Solving, Operations Management, Client Billing, Process and Improvement..., Account Administration, General Investment..., Series 7, Series 65, Equities, Asset Allocation, Relationship Management, Series 63, Fixed Income, Financial Services, Portfolio Management, Asset Management
Education
Bradley University
Bachelor of Science, Management Information Systems