Dearborn Partners
Industry: Company
DescriptionFounded: 1997 Subsidiary: Third River Capital Management LLC
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Dearborn Partners Employees
Employee
Years
Job
Industry
Anne Taylor Connelly Anne Taylor Connelly's Dearborn Partners Experience March 2000 - March 2001
Job Marketing Director at MainStreet Advisors
Industry Financial Services
Experience
MainStreet Advisors August 2009 - Present
Dearborn Partners March 2000 - March 2001
JPMorgan Chase January 1996 - March 1999
First Chicago (Now part of JP Morgan/Chase) 1983 - 1995
Skills
Marketing, Finance, Administration, Customer Service, Financial Analysis, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1995 — 1999
MBA
Northwestern University 1990 — 1994
BS
MainStreet Advisors August 2009 - Present
Dearborn Partners March 2000 - March 2001
JPMorgan Chase January 1996 - March 1999
First Chicago (Now part of JP Morgan/Chase) 1983 - 1995
Skills
Marketing, Finance, Administration, Customer Service, Financial Analysis, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1995 — 1999
MBA
Northwestern University 1990 — 1994
BS
Patricia Lathrop Moler Patricia Lathrop Moler's Dearborn Partners Experience October 2011 - Present
Job Director, Dearborn Partners
Industry Financial Services
Experience
Dearborn Partners October 2011 - Present
American Funds Distributors, Inc September 2004 - July 2009
Lincoln Financial Distributors May 2002 - September 2004
Van Kampen Funds March 1987 - May 2002
Skills
Series 7, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Retirement, Series 24, Retirement Planning, 401k, Asset Management, Equities, IRAs, Annuity
Education
Clemson University
Education
Dearborn Partners October 2011 - Present
American Funds Distributors, Inc September 2004 - July 2009
Lincoln Financial Distributors May 2002 - September 2004
Van Kampen Funds March 1987 - May 2002
Skills
Series 7, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Retirement, Series 24, Retirement Planning, 401k, Asset Management, Equities, IRAs, Annuity
Education
Clemson University
Education
Kaitlyn Coldiron Kaitlyn Coldiron's Dearborn Partners Experience May 2013 - August 2013
Job Sales and Customer Service Intern at Entertainment Cruises Inc.
Industry Marketing and Advertising
Experience
Entertainment Cruises Inc. June 2015 - August 2015
Step Brightly Creative :: Brand Design Strategy September 2014 - February 2015
kate spade new york June 2014 - February 2015
Chi Omega Fraternity January 2014 - January 2015
Univeristy of Illinois Foundation March 2014 - September 2014
Maek May 2014 - August 2014
Dearborn Partners May 2013 - August 2013
Indiana University Dance Marathon January 2013 - May 2013
Indiana University Student Foundation January 2013 - May 2013
Dairy Queen May 2011 - October 2012
Skills
Leadership, Microsoft Office, Time Management, Communication Skills, Fundraising, Social Media, Marketing, Microsoft Excel, Microsoft Word, Community Outreach, Teamwork, Facebook, PowerPoint, Team Leadership, Public Speaking, Social Networking, Public Relations
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Public Relations, Advertising, and Applied Communication
Dublin City University
Business
Indiana University Bloomington 2012 — 2013
Glenbard South High School 2008 — 2012
High School Diploma
Entertainment Cruises Inc. June 2015 - August 2015
Step Brightly Creative :: Brand Design Strategy September 2014 - February 2015
kate spade new york June 2014 - February 2015
Chi Omega Fraternity January 2014 - January 2015
Univeristy of Illinois Foundation March 2014 - September 2014
Maek May 2014 - August 2014
Dearborn Partners May 2013 - August 2013
Indiana University Dance Marathon January 2013 - May 2013
Indiana University Student Foundation January 2013 - May 2013
Dairy Queen May 2011 - October 2012
Skills
Leadership, Microsoft Office, Time Management, Communication Skills, Fundraising, Social Media, Marketing, Microsoft Excel, Microsoft Word, Community Outreach, Teamwork, Facebook, PowerPoint, Team Leadership, Public Speaking, Social Networking, Public Relations
Education
University of Illinois at Urbana-Champaign 2013 — 2016
Public Relations, Advertising, and Applied Communication
Dublin City University
Business
Indiana University Bloomington 2012 — 2013
Glenbard South High School 2008 — 2012
High School Diploma
Phil Swatzell Phil Swatzell's Dearborn Partners Experience 1998 - 2004
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2007 - Present
US Trust Company 2004 - 2007
Dearborn Partners 1998 - 2004
First Boston Corporation 1992 - 1998
Salomon Brothers 1987 - 1992
Salomon Brothers 1978 - 1987
Gardner Denver Company 1975 - 1978
Skills
Wealth Management, Management, Private Banking, Investments, Investment Management, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions, Wealth Management..., Strategic Planning
Education
Texas Tech University
Bachelor’s Degree, Finance and Economics
Credit Suisse 2007 - Present
US Trust Company 2004 - 2007
Dearborn Partners 1998 - 2004
First Boston Corporation 1992 - 1998
Salomon Brothers 1987 - 1992
Salomon Brothers 1978 - 1987
Gardner Denver Company 1975 - 1978
Skills
Wealth Management, Management, Private Banking, Investments, Investment Management, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions, Wealth Management..., Strategic Planning
Education
Texas Tech University
Bachelor’s Degree, Finance and Economics
Todd Davis Todd Davis's Dearborn Partners Experience March 2010 - August 2012
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
Brian Payne Brian Payne's Dearborn Partners Experience December 2013 - Present
Job Director at Dearborn Partners
Industry Financial Services
Experience
Dearborn Partners December 2013 - Present
Swingbyte, Inc. October 2011 - August 2013
Bernstein Global Wealth Management May 2007 - October 2011
Brian A. Payne, LLC / Professional Golfer October 1999 - October 2006
Skills
Venture Capital, Strategy, Management, Entrepreneurship, Start-ups, Marketing Strategy, Marketing, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA
Northwestern University 1992 — 1996
Dearborn Partners December 2013 - Present
Swingbyte, Inc. October 2011 - August 2013
Bernstein Global Wealth Management May 2007 - October 2011
Brian A. Payne, LLC / Professional Golfer October 1999 - October 2006
Skills
Venture Capital, Strategy, Management, Entrepreneurship, Start-ups, Marketing Strategy, Marketing, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA
Northwestern University 1992 — 1996
Carol Milius Lippman, CFA Carol Milius Lippman, CFA's Dearborn Partners Experience August 2011 - Present
Job Managing Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners August 2011 - Present
A.G. Edwards, Wachovia, Wells Fargo Advisors February 1980 - August 2011
A.G.Edwards 1980 - 2011
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Securities, Mutual Funds, Equities, Asset Management, Risk Management, Financial Modeling, Investment Strategies, Chartered Financial..., Valuation
Education
Northwestern University
BS
Dearborn Partners August 2011 - Present
A.G. Edwards, Wachovia, Wells Fargo Advisors February 1980 - August 2011
A.G.Edwards 1980 - 2011
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Securities, Mutual Funds, Equities, Asset Management, Risk Management, Financial Modeling, Investment Strategies, Chartered Financial..., Valuation
Education
Northwestern University
BS
Kurtis Fluck Kurtis Fluck's Dearborn Partners Experience October 2012 - August 2013
Job Investment Operations Analyst at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners, LLC March 2015 - Present
Connect Search, LLC July 2014 - January 2015
Dearborn Partners October 2012 - August 2013
Harbor Capital Advisors September 2011 - July 2012
University of Arizona June 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Series 6, Microsoft Word, Event Planning, Research, Mutual Funds, Time Management, Account Reconciliation, Bloomberg Terminal
Education
Northern Illinois University
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science (BS), Finance
Rochelle Township Highschool
Strategic Wealth Partners, LLC March 2015 - Present
Connect Search, LLC July 2014 - January 2015
Dearborn Partners October 2012 - August 2013
Harbor Capital Advisors September 2011 - July 2012
University of Arizona June 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Series 6, Microsoft Word, Event Planning, Research, Mutual Funds, Time Management, Account Reconciliation, Bloomberg Terminal
Education
Northern Illinois University
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science (BS), Finance
Rochelle Township Highschool
Caitlin Peters Caitlin Peters's Dearborn Partners Experience March 2008 - May 2009
Job Program Manager, Education at HIMSS
Industry Education Management
Experience
HIMSS September 2013 - Present
Academy of Nutrition and Dietetics June 2012 - August 2013
Academy of Nutrition and Dietetics July 2010 - June 2012
The Anti-Cruelty Society May 2009 - September 2010
Dearborn Partners March 2008 - May 2009
Illinois Bar Foundation March 2006 - October 2006
Skills
Blogging, Event Planning, Advertising, Event Management, Public Relations, Graphic Design, Fashion, Customer Service, Art, Time Management, Marketing, Social Networking, Editing, Facebook, Marketing Communications, Social Media, Social Media Marketing, Adobe Creative Suite, Press Releases, Fundraising, Nonprofits, Copywriting
Education
Blogshop Video 2012 — 2012
Columbia College Chicago 2006 — 2007
BA, Public Relations and Marketing
Elmhurst College 2004 — 2006
Associates, Interdisciplinary Communications with a concentration in Digital Multimedia
HIMSS September 2013 - Present
Academy of Nutrition and Dietetics June 2012 - August 2013
Academy of Nutrition and Dietetics July 2010 - June 2012
The Anti-Cruelty Society May 2009 - September 2010
Dearborn Partners March 2008 - May 2009
Illinois Bar Foundation March 2006 - October 2006
Skills
Blogging, Event Planning, Advertising, Event Management, Public Relations, Graphic Design, Fashion, Customer Service, Art, Time Management, Marketing, Social Networking, Editing, Facebook, Marketing Communications, Social Media, Social Media Marketing, Adobe Creative Suite, Press Releases, Fundraising, Nonprofits, Copywriting
Education
Blogshop Video 2012 — 2012
Columbia College Chicago 2006 — 2007
BA, Public Relations and Marketing
Elmhurst College 2004 — 2006
Associates, Interdisciplinary Communications with a concentration in Digital Multimedia
Ken Farsalas Ken Farsalas's Dearborn Partners Experience June 2000 - November 2004
Job Principal and Portfolio Manager at Oberweis Asset Management
Industry Investment Management
Experience
Oberweis Asset Management November 2004 - Present
Dearborn Partners June 2000 - November 2004
Sterling Johnston Capital Management LP December 1996 - June 1999
SEI June 1993 - December 1996
Education
Northwestern University 1989 — 2003
BS, Journalism and Economics
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Oberweis Asset Management November 2004 - Present
Dearborn Partners June 2000 - November 2004
Sterling Johnston Capital Management LP December 1996 - June 1999
SEI June 1993 - December 1996
Education
Northwestern University 1989 — 2003
BS, Journalism and Economics
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Jackson Finks's Dearborn Partners Experience August 2013 - Present
Job Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners August 2013 - Present
U.S. Bank July 2012 - August 2013
New Salem Capital, LLC May 2011 - August 2011
Pro Sports Experience, LLC May 2007 - August 2009
Skills
Access, PowerPoint, Microsoft Office, Excel, Word
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Dearborn Partners August 2013 - Present
U.S. Bank July 2012 - August 2013
New Salem Capital, LLC May 2011 - August 2011
Pro Sports Experience, LLC May 2007 - August 2009
Skills
Access, PowerPoint, Microsoft Office, Excel, Word
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Adrianne Limjoco Adrianne Limjoco's Dearborn Partners Experience May 2006 - September 2013
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Michael Valencia, CFA's Dearborn Partners Experience September 2010 - Present
Job Managing Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners September 2010 - Present
Third River Capital Management November 2005 - Present
Northern Trust Global Investments January 2002 - November 2005
Northern Trust Global Investments January 1998 - January 2002
Trustmark Insurance 1991 - 1998
Skills
Portfolio Management, Financial Analysis, Equity Valuation, Small Cap Equities, Equities, Equity Research, Valuation, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Asset Allocation, Financial Modeling, Investments, Management, Mutual Funds, Finance, Fixed Income, Capital Markets, Financial Markets, Institutional..., Corporate Finance, Investment Strategies, Bloomberg, Investment Advisory, Securities
Education
Lake Forest Graduate School of Management 1997 — 2000
MBA w/honors
Illinois State University 1986 — 1991
BS, Finance
Dearborn Partners September 2010 - Present
Third River Capital Management November 2005 - Present
Northern Trust Global Investments January 2002 - November 2005
Northern Trust Global Investments January 1998 - January 2002
Trustmark Insurance 1991 - 1998
Skills
Portfolio Management, Financial Analysis, Equity Valuation, Small Cap Equities, Equities, Equity Research, Valuation, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Asset Allocation, Financial Modeling, Investments, Management, Mutual Funds, Finance, Fixed Income, Capital Markets, Financial Markets, Institutional..., Corporate Finance, Investment Strategies, Bloomberg, Investment Advisory, Securities
Education
Lake Forest Graduate School of Management 1997 — 2000
MBA w/honors
Illinois State University 1986 — 1991
BS, Finance
Jerome E. Hickey's Dearborn Partners Experience
Job Managing Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Asset Allocation, Portfolio Management, Asset Managment, Private Equity, Capital Markets, Due Diligence, Securities, Mutual Funds, Financial Services, Valuation, Wealth Management, Bloomberg, Trading, Equity Research, Business, Financial Advisory, Investment Management, Investment Strategies, Derivatives, Financial Analysis, Investment Banking, Electronic Trading, Financial Modeling, Investment Advisory, Entrepreneurship, Leadership, Wealth Management..., ETFs, Fixed Income, Mergers & Acquisitions, Private Placements, Series 7, Venture Capital, Equity Valuation, Financial Markets, Series 63, FINRA, Bonds
Education
Boston College 1962 — 1964
M.A., Philosophy
College of the Holy Cross 1955 — 1959
B.S., Economics
Dearborn Partners
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Asset Allocation, Portfolio Management, Asset Managment, Private Equity, Capital Markets, Due Diligence, Securities, Mutual Funds, Financial Services, Valuation, Wealth Management, Bloomberg, Trading, Equity Research, Business, Financial Advisory, Investment Management, Investment Strategies, Derivatives, Financial Analysis, Investment Banking, Electronic Trading, Financial Modeling, Investment Advisory, Entrepreneurship, Leadership, Wealth Management..., ETFs, Fixed Income, Mergers & Acquisitions, Private Placements, Series 7, Venture Capital, Equity Valuation, Financial Markets, Series 63, FINRA, Bonds
Education
Boston College 1962 — 1964
M.A., Philosophy
College of the Holy Cross 1955 — 1959
B.S., Economics
Christine Frye-Corning's Dearborn Partners Experience October 2010 - Present
Job Senior VP, Associate Portfolio Manager at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners October 2010 - Present
Deerfield Capital Management March 1996 - October 2010
Fenchurch Capital Management September 1987 - March 1996
Skills
Risk Management, Trading, Asset Managment, Hedge Funds, Investments, Portfolio Management, Equities, Finance, Client Relations Skills, Fixed Income, Alternative Investments, Capital Markets, Mutual Funds
Education
DePaul University
Master of Business Administration (MBA), FInance
St Xavier University
Bachelor of Arts, Business Administration
Dearborn Partners October 2010 - Present
Deerfield Capital Management March 1996 - October 2010
Fenchurch Capital Management September 1987 - March 1996
Skills
Risk Management, Trading, Asset Managment, Hedge Funds, Investments, Portfolio Management, Equities, Finance, Client Relations Skills, Fixed Income, Alternative Investments, Capital Markets, Mutual Funds
Education
DePaul University
Master of Business Administration (MBA), FInance
St Xavier University
Bachelor of Arts, Business Administration
Christine Corning's Dearborn Partners Experience Senior Vice PresidentDeerfield Capital ManagementFebruary 1996 - September 2009
Job Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners Senior Vice PresidentDeerfield Capital ManagementFebruary 1996 - September 2009
Skills
Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Dearborn Partners Senior Vice PresidentDeerfield Capital ManagementFebruary 1996 - September 2009
Skills
Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
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