Advisory Research

Industry: Company

Description

Founded: 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

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Advisory Research Employees

Employee
Years
Job
Industry
Brian Engel, CAIA Brian Engel, CAIA Chicago, Illinois Details
Brian Engel, CAIA's Advisory Research Experience September 2008 - September 2010
Job Director, Institutional Business Development at BMO Global Asset Management
Industry Investment Management
Experience
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

Bruce Zessar Bruce Zessar Greater Chicago Area Details
Bruce Zessar's Advisory Research Experience 2004 - Present
Job Managing Director at Advisory Research
Industry Investment Management
Experience
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

Kyle Bank Kyle Bank Greater Chicago Area Details
Kyle Bank's Advisory Research Experience June 2012 - August 2012
Job Financial Analyst, Transaction Management at JLL
Industry Real Estate
Experience
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

David Applebaum David Applebaum Wayzata, Minnesota Details
David Applebaum's Advisory Research Experience June 2014 - Present
Job Marketing/Client Services Intern at Advisory Research
Industry
Experience
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

Jialu (Jacqueline) Zhang,CFA Jialu (Jacqueline) Zhang,CFA New York, New York Details
Jialu (Jacqueline) Zhang,CFA's Advisory Research Experience July 2014 - September 2014
Job Analyst at Oppenheimer Funds
Industry Capital Markets
Experience
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

Benjamin Hart, CFA Benjamin Hart, CFA Wayne, Pennsylvania Details
Benjamin Hart, CFA's Advisory Research Experience June 2008 - August 2008
Job Research Analyst at The Haverford Trust Company
Industry Investment Management
Experience
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

Alexander Cettina Alexander Cettina Greater New York City Area Details
Alexander Cettina's Advisory Research Experience June 2014 - August 2014
Job Analyst Tishman Realty Corporation
Industry Sports
Experience
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

Pawel Bartel Pawel Bartel Chicago, Illinois Details
Pawel Bartel's Advisory Research Experience July 2011 - Present
Job Vice President | Head of Information Technology at Advisory Research
Industry Financial Services
Experience
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

Robert Tynes, CFA Robert Tynes, CFA Saint Louis, Missouri Details
Robert Tynes, CFA's Advisory Research Experience 2002 - 2003
Job Managing Director at Gratry & Company
Industry Investment Management
Experience
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

Alex Archer Alex Archer Charlotte, North Carolina Area Details
Alex Archer's Advisory Research Experience June 2012 - August 2012
Job FCSD Zone Manager at Ford Motor Company
Industry Automotive
Experience
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

David Manger, CFA David Manger, CFA Chicago, Illinois Details
David Manger, CFA's Advisory Research Experience July 2014 - Present
Job Associate at Advisory Research
Industry Investment Management
Experience
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

Christine Altermatt Christine Altermatt Greater Chicago Area Details
Christine Altermatt's Advisory Research Experience October 2012 - Present
Job Research Associate at Advisory Research
Industry Research
Experience
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

Pawel Kaczmarek, CFA Pawel Kaczmarek, CFA Greater Chicago Area Details
Pawel Kaczmarek, CFA's Advisory Research Experience February 2013 - April 2015
Job Research Associate at Harris Associates
Industry Financial Services
Experience
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

Jeremy Tromburg Jeremy Tromburg Chicago, Illinois Details
Jeremy Tromburg's Advisory Research Experience April 2006 - November 2006
Job Data Analyst and SQL Lover
Industry Computer Games
Experience
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

Justin Perucki Justin Perucki Greater Chicago Area Details
Justin Perucki's Advisory Research Experience March 2010 - Present
Job Vice President at Advisory Research
Industry Financial Services
Experience
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

Daniel Bringle Daniel Bringle Chicago, Illinois Details
Daniel Bringle's Advisory Research Experience July 2013 - Present
Job Associate at Advisory Research
Industry Financial Services
Experience
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

Scott Silver, CMT Scott Silver, CMT Greater Chicago Area Details
Scott Silver, CMT's Advisory Research Experience 2006 - 2008
Job Sr. International Equity Trader at Columbia Wanger Asset Management
Industry Investment Management
Experience
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

Patrick Norwood Patrick Norwood Greater Chicago Area Details
Patrick Norwood's Advisory Research Experience September 2014 - Present
Job International Equity Trader at Advisory Research
Industry Investment Management
Experience
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

Jim Cunnane Jr. Jim Cunnane Jr. Greater St. Louis Area Details
Jim Cunnane Jr.'s Advisory Research Experience April 2012 - Present
Job Chief Investment Officer, MLP & Energy Infrastructure
Industry Investment Management
Experience
Advisory Research   April 2012 - Present
Fiduciary Asset Management  July 1996 - March 2012

Education
Indiana University Bloomington   1988 — 1992

Debra Nawoski Debra Nawoski Greater Chicago Area Details
Debra Nawoski's Advisory Research Experience 1995 - Present
Job Vice President, Trade Ops, Advisory Research
Industry Investment Management
Experience
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

Shannon (Boyce) Hull, RP® Shannon (Boyce) Hull, RP® Greater Chicago Area Details
Shannon (Boyce) Hull, RP®'s Advisory Research Experience June 2001 - March 2005
Job Investment Advisory Specialist
Industry Financial Services
Experience
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

Ohi Akhigbe Ohi Akhigbe Greater Chicago Area Details
Ohi Akhigbe's Advisory Research Experience August 2010 - Present
Job Associate at Advisory Research
Industry Investment Management
Experience
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

Heather Calby Heather Calby Greater Chicago Area Details
Heather Calby's Advisory Research Experience August 1999 - Present
Job Vice President at Advisory Research
Industry Investment Management
Experience
Advisory Research   August 1999 - Present

Skills
Mutual Funds, Equities, Customer Relations, Strategic Planning, Excel

Education
Northern Illinois University   1988 — 1990
B.S., Accountancy

Gina Baeg Gina Baeg Greater Chicago Area Details
Gina Baeg's Advisory Research Experience August 2013 - Present
Job Accountant at Advisory Research
Industry Financial Services
Experience
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

Suzana Kostur Tripologos Suzana Kostur Tripologos Greater Chicago Area Details
Suzana Kostur Tripologos's Advisory Research Experience October 2001 - January 2005
Job Regulatory Coordinator at Wm. WRIGLEY Jr. Company, a subsidiary of MARS, Inc.
Industry Consumer Goods
Experience
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

Philip Dallman Philip Dallman Milwaukee, Wisconsin Details
Philip Dallman's Advisory Research Experience June 2014 - August 2014
Job Student at The College of Wooster
Industry
Experience
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

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