Advisory Research
Industry: Company
DescriptionFounded: 1974 Parent organizations: Piper Jaffray, Piper Jaffray Asset Management Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportAdvisory Research IncWebsiteDirections Saved (0) Saved Save Financial planner in Chicago, Illinois Address: 180 N Stetson Ave # 5500, Chicago, IL 60601 Phone: (312) 565-1414Place name: : : : Category: Website: : : Hours: : Website: http://www.advisoryresearch.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 Advisory Research Inc Posting publicly on the Web Write a review Reviews Be the first to review
Advisory Research List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisory Research. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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26 Advisory Research employees in database. Find out everything there's to know about Advisory Research employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advisory Research Employees
BMO Global Asset Management October 2014 - Present
Mesirow Financial September 2010 - October 2014
Advisory Research September 2008 - September 2010
Nuveen Investments May 2003 - August 2008
Foothill Capital August 2002 - February 2003
Heller Financial January 2000 - January 2002
Education
Indiana University Bloomington 1995 — 1999
B.S., Finance and Accounting
Advisory Research 2004 - Present
Oasis Legal Finance, LLC 2002 - 2004
Sidley Austin LLP 1990 - 2002
Skills
Investments, Asset Management, Equities, Investment Management, Investment Strategies, Fixed Income, Fixed Income Portfolio...
Education
Stanford University Law School 1987 — 1990
J.D. with Distinction, Law
Harvard University 1983 — 1987
A.B. Magna Cum Laude, Economics
JLL August 2014 - Present
Mosaic Taiwan June 2014 - July 2014
General Growth Properties June 2013 - August 2013
Advisory Research June 2012 - August 2012
Club Champion LLC April 2010 - August 2010
Skills
Microsoft Office, Chinese, Golf, PowerPoint, Excel, Word, Equity Research, Commercial Real Estate, Investments, Data Analysis, Microsoft Excel, Marketing, Analysis, Microsoft Word, Statistics
Education
Washington University in St. Louis 2010 — 2014
BSBA, Majors: Finance, International Business, Summa Cum Laude
The Chinese University of Hong Kong 2013 — 2013
Semester Abroad, Mandarin and Finance
Fudan University 2011 — 2011
Summer Study Abroad, Chinese
Highland Park High School 2006 — 2010
Valedictorian
Advisory Research June 2014 - Present
Hays Companies May 2013 - Present
Alpha Epsilon Pi May 2013 - May 2014
Jimmy John's August 2011 - December 2011
Solid Stone Fabrics, Inc. June 2009 - August 2009
The City of Minnetonka - Meadow Park Day Camp June 2008 - August 2008
Skills
Final Cut Pro, iMovie, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Public Speaking, Leadership, Teamwork, Microsoft Office, Data Analysis, Facebook, Social Media, Photoshop, Social Networking
Education
Washington University in St. Louis - Olin Business School 2011 — 2015
Finance, General
Washington University in St. Louis - Olin Business School 2011 — 2015
The Blake School 1997 — 2011
High School Diploma
Northwestern University 2010 — 2010
Chinese Language and Literature, A
OppenheimerFunds September 2015 - Present
The University of Chicago Booth School of Business August 2013 - June 2015
Advisory Research July 2014 - September 2014
Power corporation of Canada July 2010 - August 2013
Monitor Group August 2008 - July 2010
Skills
Financial Analysis, Valuation, Company competitiveness..., Due Diligence, Equity Research, Investments, Financial Modeling, Corporate Finance, Bloomberg, Emerging Markets, Private Equity, Asset Management, Equities, Capital Markets, Competitive Analysis, Hedge Funds, Business Strategy, Economics, Company Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Shanghai Jiao Tong University 2004 — 2008
Bachelor, Economics
The University of British Columbia 2006 — 2007
BA, International Business
The Haverford Trust Company January 2010 - Present
Advisory Research June 2008 - August 2008
Skills
Value Investing, Equities, Economics, Valuation, Research, Portfolio Management, Tennis, Ping Pong, Asset Allocation, Alternative Investments, Financial Modeling, Table Tennis, Bloomberg, Equity Research
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
George School
Tishman Realty Corporation June 2015 - Present
Advisory Research June 2014 - August 2014
GLASS-U, A FINE COMPANY L.L.C May 2011 - June 2014
Skills
Microsoft Excel, PowerPoint, Public Speaking, Social Media, Philanthropy, Adobe Creative Suite, Data Analysis, Photoshop
Education
ESCP Europe 2014 — 2014
Bachelor's Degree, International Finance
Washington University in St. Louis 2011 — 2014
Bachelor's Degree, Finance, Mandarin Chinese, 3.52
Fudan University
Summer Mandarin Intensive Program, 4.0
The Peddie School 2007 — 2011
Modern School
International Leadership Exchange Program -- Community Development and Leadership Summit
Advisory Research July 2011 - Present
Illinois Communications Sales, Inc. August 2005 - June 2011
Skills
Business Analysis, Management, Project Management, Networking, Integration, Analysis, Mobile Devices, Strategic Planning, Social Media Marketing
Education
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Gratry & Company LLC February 2007 - Present
JPMorgan Chase 2003 - 2006
Advisory Research 2002 - 2003
Goldman Sachs Asset Management 1997 - 1998
Goldman Sachs Asset Management 1997 - 1998
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Financial Services, Strategic Planning, Asset Managment, Relationship Management, Client Service, Business Development, Finance, Key Account Development, Customer Relations, Portfolio Contstruction, Investments
Education
Loyola University of Chicago - Graduate School of Business 1991 — 1993
MBA, General
University of Missouri-Columbia 1982 — 1985
BSBA, Economics
Ford Motor Company March 2014 - Present
ClearSky Power Generation June 2013 - November 2013
Stage 2 Innovations March 2013 - November 2013
Advisory Research June 2012 - August 2012
Crystal Downs Country Club May 2010 - September 2011
Skills
Management, Entrepreneurship, Investments, Portfolio Management, Research, Valuation, Economics, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Due Diligence, Data Analysis, Market Research, Financial Analysis, Time Management, Analysis, Customer Service, PowerPoint, Microsoft Word, Social Media, Social Networking, Event Planning, Leadership
Education
London School of Economics 2011 — 2012
General Course, Finance & Economics, 68.5
Albion College 2009 — 2013
Bachelor of Arts, Economics and Management; Finance, 3.8
Advisory Research July 2014 - Present
AMI Investment Management September 2012 - July 2014
AMI Investment Management July 2010 - September 2012
Morningstar July 2008 - May 2010
Four Seasons Housing, Inc. January 2006 - May 2006
Skills
Equities, Financial Modeling, Valuation, Equity Research, Investments, Asset Management, Equity Valuation, Investment Management, Alternative Investments, Fixed Income, Hedge Funds
Education
Albion College 2004 — 2008
Bachelor of Arts, Economics and Management
Advisory Research October 2012 - Present
New Paradigm for Education August 2011 - August 2012
Teach for America March 2011 - July 2012
University of Michigan May 2010 - October 2011
St. Hope Leadership Academy June 2011 - August 2011
Skills
Research, Microsoft Office, ArcGIS, Analytical Skills, Organized Multi-tasker, Efficent, APX, Charles River IMS
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Biology, History
Harris Associates June 2015 - Present
Advisory Research February 2013 - April 2015
William Blair and Company June 2010 - February 2013
Indiana University Bloomington August 2007 - April 2008
Backstop Solutions Group 2008 - 2008
Skills
Equity Research, Financial Modeling, Sell Side, Valuation, Investments, Equity Valuation, Bloomberg, DCF, Equities, Financial Analysis, Due Diligence, Financial Statement..., Investment Banking, Corporate Finance, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
Maine South High School
Synapse Games May 2012 - Present
CareerBuilder.com September 2009 - May 2012
Midway Games Inc. November 2006 - September 2009
Advisory Research April 2006 - November 2006
Guaranteed Rate May 2005 - October 2005
Skills
Video Games, Social Games, Data Analysis, Accounting, Microsoft Excel, Analysis, Budgets, Accounts Payable, Social Media Marketing
Education
DePaul University 2003 — 2006
BS in Accounting and BS in Finance
Advisory Research March 2010 - Present
Morningstar June 2004 - March 2010
Huntington National Bank May 2003 - May 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
Miami University 1999 — 2003
BSBA, Finance
Advisory Research July 2013 - Present
Hillman Capital Management April 2006 - May 2012
Fortigent 2004 - 2006
Compass Financial Advisors 2004 - 2004
Skills
Portfolio Management, Investments, Equities, Performance Measurement, Middle Office, Asset Allocation, Investment Management, Trading, Finance, CRM, Management, Accounting, Account Reconciliation, Settlement, Alternative Investments, Bloomberg, Corporate Actions, NetX360, WealthCentral, SchwabInstitutional, Omgeo CTM, Mutual Funds
Education
Indiana University Bloomington
BS, Public Management
Indiana University Bloomington
Non-Profit/Public/Organizational Management
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
Advisory Research September 2014 - Present
William Blair & Company September 2010 - September 2014
William Blair & Company April 2008 - September 2010
William Blair & Company June 2006 - April 2008
MPS Group October 2004 - June 2006
Skills
Equities, Trading, Strategy, Equity Trading, Portfolio Management, Bloomberg, Investments, Series 7, Series 63, Capital Markets, Asset Management, Electronic Trading, Mutual Funds, Economics, Securities, Trading Systems
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Francis High School
Advisory Research April 2012 - Present
Fiduciary Asset Management July 1996 - March 2012
Education
Indiana University Bloomington 1988 — 1992
advisory research 1995 - Present
Driehaus Capital Management May 1985 - November 1994
Education
Columbia College Chicago 1981 — 1984
Bachelor's Degree, Photography
Bradley University 1980 — 1981
Journalism
World Equity Group, Inc. March 2009 - Present
Balasa Dinverno & Foltz LLC 2005 - 2009
Advisory Research June 2001 - March 2005
Vedder Price, P.C. 1998 - 2001
Skills
Portfolio Management, Investment Advisory
Education
University of Illinois at Chicago
Advisory Research August 2010 - Present
Alyeska Investment Group June 2009 - September 2009
Great Hill Partners July 2006 - July 2008
Goldman Sachs July 2003 - July 2006
Skills
Financial Modeling, Valuation, Equities, Hedge Funds, Financial Analysis, Investments, LBO, Private Equity, Competitive Analysis, Asset Managment, Due Diligence, M&A experience
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance and Management & Strategy
Boston College 1999 — 2003
Bachelor of Science (BSc), Accounting and Finance
Advisory Research August 1999 - Present
Skills
Mutual Funds, Equities, Customer Relations, Strategic Planning, Excel
Education
Northern Illinois University 1988 — 1990
B.S., Accountancy
Advisory Research August 2013 - Present
Jumpstart September 2010 - June 2013
Erie Neighborhood House October 2012 - December 2012
Macy's December 2011 - 2012
Skills
Teaching, Spanish, Facebook, Community Outreach, Leadership, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Teamwork, Management, Management Accounting, Financial Accounting, Accounting, Nonprofits
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Accounting
Wrigley July 2005 - Present
Advisory Research October 2001 - January 2005
Skills
Administrative..., Adobe Acrobat, Food, Budgets, Event Planning, Lotus Notes, Research, Food Industry, Customer Service, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Regulatory Affairs, Public Relations, Invoicing, Team Building, Spreadsheets, Project Planning, Forecasting, Administrative..., Consumer Products, Microsoft PowerPoint, Pharmaceutical Industry
Education
Indiana University Bloomington 1995 — 2001
Bachelor's degree, Public Affairs, Management
Le Cordon Bleu College of Culinary Arts-Chicago
Advisory Research June 2014 - August 2014
Education
The College of Wooster 2011 — 2015
Bachelor of Arts (B.A.), Business-Economics
Marquette University High School 2007 — 2011