Great Lakes Advisors
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 1981 Parent organization: Wintrust Financial Corporation Subsidiary: Great Lakes Disciplined Equity Team
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Great Lakes Advisors Employees
Employee
Years
Job
Industry
Thomas Mitchell Thomas Mitchell's Great Lakes Advisors Experience June 2014 - Present
Job Director, Consultant Relations
Industry Investment Management
Experience
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Ophelia Barsketis Ophelia Barsketis's Great Lakes Advisors Experience 2013 - 2015
Job Senior Portfolio Manager, Foundation & Institutional Advisors at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Great Lakes Advisors 2013 - 2015
Fiduciary Management Associates 2004 - 2011
Duff & Phelps Investment Management Co. 2001 - 2003
Stein, Roe & Farnham 1996 - 2000
Stein, Roe & Farnham 1993 - 1996
Skills
Investment Management, Investment Strategies, Portfolio Management, Modern Portfolio Theory, Asset Managment, Asset Allocation, Risk Management, Capital Markets, Equities, Fixed Income, Strategic Planning, Team Building, Team Management, M&A experience, Restructuring
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
University of Chicago
Bachelor of Arts (BA)
Northern Trust Corporation April 2015 - Present
Great Lakes Advisors 2013 - 2015
Fiduciary Management Associates 2004 - 2011
Duff & Phelps Investment Management Co. 2001 - 2003
Stein, Roe & Farnham 1996 - 2000
Stein, Roe & Farnham 1993 - 1996
Skills
Investment Management, Investment Strategies, Portfolio Management, Modern Portfolio Theory, Asset Managment, Asset Allocation, Risk Management, Capital Markets, Equities, Fixed Income, Strategic Planning, Team Building, Team Management, M&A experience, Restructuring
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
University of Chicago
Bachelor of Arts (BA)
Andrew Timson Andrew Timson's Great Lakes Advisors Experience August 2014 - Present
Job Associate Portfolio Manager
Industry Investment Management
Experience
Great Lakes Advisors August 2014 - Present
Wintrust Wealth Management January 2013 - August 2014
Wintrust Wealth Management August 2012 - January 2013
Draper and Kramer May 2010 - August 2011
Skills
Microsoft Excel, Analysis, Investments, Customer Service, Microsoft Word, Microsoft Office, Strategic Planning, Research, Budgets, Project Management, Leadership, Marketing, Sales, Public Speaking, Risk Management, Social Media, Data Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2008 — 2012
Business Administration and Management, General
Great Lakes Advisors August 2014 - Present
Wintrust Wealth Management January 2013 - August 2014
Wintrust Wealth Management August 2012 - January 2013
Draper and Kramer May 2010 - August 2011
Skills
Microsoft Excel, Analysis, Investments, Customer Service, Microsoft Word, Microsoft Office, Strategic Planning, Research, Budgets, Project Management, Leadership, Marketing, Sales, Public Speaking, Risk Management, Social Media, Data Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2008 — 2012
Business Administration and Management, General
John Bright, CFA John Bright, CFA's Great Lakes Advisors Experience October 2013 - Present
Job Senior Portfolio Manager Disciplined Equities at Great Lakes Advisors
Industry Financial Services
Experience
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners, LLC January 2002 - Present
State Street 2002 - 2009
Raymond James 1998 - 2002
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investments, Mutual Funds
Education
University of South Florida 1997 — 2001
BA, Finance
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners, LLC January 2002 - Present
State Street 2002 - 2009
Raymond James 1998 - 2002
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Investments, Mutual Funds
Education
University of South Florida 1997 — 2001
BA, Finance
Mark Pelaia Mark Pelaia's Great Lakes Advisors Experience 2004 - 2005
Job Sales & Leasing consultant at Medina Auto Mall
Industry Automotive
Experience
Medina Auto Sales Sales & Leasing consultantMedina Auto MallAugust 2010 - Present
Toth GMC, Buick November 2009 - January 2010
Great Lakes Advisors 2004 - 2005
Education
The University of Akron 2001 — 2002
Architecture
Medina Auto Sales Sales & Leasing consultantMedina Auto MallAugust 2010 - Present
Toth GMC, Buick November 2009 - January 2010
Great Lakes Advisors 2004 - 2005
Education
The University of Akron 2001 — 2002
Architecture
Jim Sommerfield Jim Sommerfield's Great Lakes Advisors Experience 2001 - Present
Job Sr. Compliance Officer / Insurance Principal at Wintrust Wealth Management
Industry Financial Services
Experience
Great Lakes Advisors 2001 - Present
Wayne Hummer Investments June 1998 - Present
American Express Financial Advisors July 1996 - May 1998
Skills
Investments, Insurance, Securities, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Compliance, FINRA, Fixed Income, Asset Allocation, Equities, Options, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Risk Management, Anti Money Laundering, Investment Advisor..., Investment Company Act, Series 24, CSCP
Education
Northern Illinois University 2002 — 2008
MBA
Kansas State University 1992 — 1996
BS, Finance
Great Lakes Advisors 2001 - Present
Wayne Hummer Investments June 1998 - Present
American Express Financial Advisors July 1996 - May 1998
Skills
Investments, Insurance, Securities, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Compliance, FINRA, Fixed Income, Asset Allocation, Equities, Options, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Risk Management, Anti Money Laundering, Investment Advisor..., Investment Company Act, Series 24, CSCP
Education
Northern Illinois University 2002 — 2008
MBA
Kansas State University 1992 — 1996
BS, Finance
Kate Szymanski Kate Szymanski's Great Lakes Advisors Experience April 2009 - Present
Job Director of Institutional Sales & Marketing at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors April 2009 - Present
Positive East June 2015 - August 2015
Suburban Bank & Trust Co June 2005 - August 2007
Skills
Marketing, CRM, Training, Management, Customer Service, Advertising, Accounting, Fundraising, Portfolio Management, Newsletters, Editing, Project Management, Financial Analysis, Social Media Marketing, Email Marketing
Education
Northwestern University 2014 — 2015
Master's degree, Health Communications
University of Illinois at Chicago 2007 — 2009
Bachelor of Arts, History
Eastern Illinois University 2004 — 2005
Lincoln-Way
Great Lakes Advisors April 2009 - Present
Positive East June 2015 - August 2015
Suburban Bank & Trust Co June 2005 - August 2007
Skills
Marketing, CRM, Training, Management, Customer Service, Advertising, Accounting, Fundraising, Portfolio Management, Newsletters, Editing, Project Management, Financial Analysis, Social Media Marketing, Email Marketing
Education
Northwestern University 2014 — 2015
Master's degree, Health Communications
University of Illinois at Chicago 2007 — 2009
Bachelor of Arts, History
Eastern Illinois University 2004 — 2005
Lincoln-Way
Christopher M. Sweeney's Great Lakes Advisors Experience September 2012 - March 2013
Job Judicial Extern U.S. District Court for the Northern District of Illinois
Industry Law Practice
Experience
The Honorable Harry D. Leinenweber - U.S. District Court for the Northern District of Illinois May 2015 - Present
Judge James E. Snyder - Circuit Court of Cook County August 2014 - May 2015
Cook County State's Attorney's Office May 2014 - September 2014
Kralovec, Jambois & Schwartz March 2013 - August 2014
Great Lakes Advisors September 2012 - March 2013
Aronimink Golf Club April 2011 - May 2012
The Old Collier Golf Club November 2009 - May 2012
Medinah Country Club May 2008 - October 2010
Education
The John Marshall Law School 2012 — 2016
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Recreation, Sport, and Tourism
The Honorable Harry D. Leinenweber - U.S. District Court for the Northern District of Illinois May 2015 - Present
Judge James E. Snyder - Circuit Court of Cook County August 2014 - May 2015
Cook County State's Attorney's Office May 2014 - September 2014
Kralovec, Jambois & Schwartz March 2013 - August 2014
Great Lakes Advisors September 2012 - March 2013
Aronimink Golf Club April 2011 - May 2012
The Old Collier Golf Club November 2009 - May 2012
Medinah Country Club May 2008 - October 2010
Education
The John Marshall Law School 2012 — 2016
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Recreation, Sport, and Tourism
Dan Dutile, CFA Dan Dutile, CFA's Great Lakes Advisors Experience 1993 - 1996
Job Wealth Manager
Industry Financial Services
Experience
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Scott Macke, CFA Scott Macke, CFA's Great Lakes Advisors Experience July 2015 - Present
Job Senior Equity Analyst at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors July 2015 - Present
V2 Capital, LLC September 2011 - May 2015
aAd Capital Management May 2007 - August 2011
Robert W. Baird & Co. July 2004 - April 2007
Clifton Gunderson LLP January 2000 - June 2002
Whipple & Company, PC August 1996 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Butler University - College of Business Administration 1992 — 1996
BS, Cum Laude with Highest Departmental Honors
Great Lakes Advisors July 2015 - Present
V2 Capital, LLC September 2011 - May 2015
aAd Capital Management May 2007 - August 2011
Robert W. Baird & Co. July 2004 - April 2007
Clifton Gunderson LLP January 2000 - June 2002
Whipple & Company, PC August 1996 - December 1999
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Butler University - College of Business Administration 1992 — 1996
BS, Cum Laude with Highest Departmental Honors
Laura West Laura West's Great Lakes Advisors Experience January 2014 - Present
Job Director Client Service and Sales at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors January 2014 - Present
Great Lakes Advisors, a Wintrust Wealth Management Company January 2012 - December 2013
Accretive Health January 2010 - December 2011
Mercy Home for Boys and Girls August 2004 - May 2008
Education
The University of Chicago 2005 — 2009
Master of Social Work (MSW)
The University of Chicago - Booth School of Business 2005 — 2009
Master of Business Administration (MBA)
Vanderbilt University 2000 — 2004
Bachelor of Science (BS)
Fenwick
Great Lakes Advisors January 2014 - Present
Great Lakes Advisors, a Wintrust Wealth Management Company January 2012 - December 2013
Accretive Health January 2010 - December 2011
Mercy Home for Boys and Girls August 2004 - May 2008
Education
The University of Chicago 2005 — 2009
Master of Social Work (MSW)
The University of Chicago - Booth School of Business 2005 — 2009
Master of Business Administration (MBA)
Vanderbilt University 2000 — 2004
Bachelor of Science (BS)
Fenwick
Lyn Taylor's Great Lakes Advisors Experience March 2008 - Present
Job Analyst
Industry Investment Management
Experience
Great Lakes Advisors March 2008 - Present
American Heart Association/ FL affiliate March 1993 - January 2007
Radiation Systems Inc April 1989 - February 1993
Skills
SDLC, Microsoft SQL Server, .NET, SQL, Database Design, Business Analysis, ETL, Data Analysis, Software Development, IT Strategy, Analysis, Data Modeling, Business Process, Databases, SSIS
Education
Florida International University
BS, Computer Science
University of Florida
BS, Science
Great Lakes Advisors March 2008 - Present
American Heart Association/ FL affiliate March 1993 - January 2007
Radiation Systems Inc April 1989 - February 1993
Skills
SDLC, Microsoft SQL Server, .NET, SQL, Database Design, Business Analysis, ETL, Data Analysis, Software Development, IT Strategy, Analysis, Data Modeling, Business Process, Databases, SSIS
Education
Florida International University
BS, Computer Science
University of Florida
BS, Science
Haley Schumaker's Great Lakes Advisors Experience July 2015 - Present
Job Director of Equity Trading at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors July 2015 - Present
Diane Graham-Henry Photography August 2006 - Present
Great Lakes Advisors, LLC December 2002 - July 2015
Syngenta May 2000 - August 2002
Skills
Accounting, Trading, Account Reconciliation, Mutual Funds, Securities, Asset Allocation, Equities, Investments, Portfolio Management
Education
Illinois State University 1998 — 2002
BS
Great Lakes Advisors July 2015 - Present
Diane Graham-Henry Photography August 2006 - Present
Great Lakes Advisors, LLC December 2002 - July 2015
Syngenta May 2000 - August 2002
Skills
Accounting, Trading, Account Reconciliation, Mutual Funds, Securities, Asset Allocation, Equities, Investments, Portfolio Management
Education
Illinois State University 1998 — 2002
BS
Laurie Watson's Great Lakes Advisors Experience October 2013 - Present
Job Director Client Service & Sales at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners September 2000 - October 2013
Eagle Asset Management 1992 - 2000
Education
University of South Florida - College of Business Administration 1993 — 1996
Bachelor of Science (B.S.), Finance
Great Lakes Advisors October 2013 - Present
Advanced Investment Partners September 2000 - October 2013
Eagle Asset Management 1992 - 2000
Education
University of South Florida - College of Business Administration 1993 — 1996
Bachelor of Science (B.S.), Finance
Heather Ludlum's Great Lakes Advisors Experience March 2005 - August 2009
Job Managing Director
Industry Investment Management
Experience
Great Lakes Advisors, LLC June 1999 - Present
Great Lakes Advisors, Inc. March 2005 - August 2009
Great Lakes Advisors March 2005 - August 2009
Education
Butler University 1994 — 1998
BS, Marketing
Butler University - College of Business Administration 1994 — 1998
Great Lakes Advisors, LLC June 1999 - Present
Great Lakes Advisors, Inc. March 2005 - August 2009
Great Lakes Advisors March 2005 - August 2009
Education
Butler University 1994 — 1998
BS, Marketing
Butler University - College of Business Administration 1994 — 1998
Mark Storey's Great Lakes Advisors Experience May 2014 - February 2015
Job Campus Supervisor at Naperville North High School
Industry Higher Education
Experience
Naperville Community Unit School District 203 February 2015 - Present
Great Lakes Advisors May 2014 - February 2015
Calamos Investments August 2008 - May 2014
FA Recruiting Services January 2007 - August 2008
Wachovia Securities April 2006 - December 2006
Calamos Investments January 2000 - November 2005
Skills
Mutual Funds, Asset Management, Series 7, Alternative Investments, Investments, Management, Series 63, Equities, Hedge Funds, Portfolio Management, Financial Advisory, Business Development, Strategic Partnerships, Sales, Financial Analysis, Recruiting, Sales Management, Selling, Asset Allocation
Education
Northern Illinois University 1995 — 1998
MBA, Business Administration
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
BBA, Business Administration
Wittenberg University 1973 — 1975
none, Liberal Arts
Valhalla High School 1969 — 1973
Naperville Community Unit School District 203 February 2015 - Present
Great Lakes Advisors May 2014 - February 2015
Calamos Investments August 2008 - May 2014
FA Recruiting Services January 2007 - August 2008
Wachovia Securities April 2006 - December 2006
Calamos Investments January 2000 - November 2005
Skills
Mutual Funds, Asset Management, Series 7, Alternative Investments, Investments, Management, Series 63, Equities, Hedge Funds, Portfolio Management, Financial Advisory, Business Development, Strategic Partnerships, Sales, Financial Analysis, Recruiting, Sales Management, Selling, Asset Allocation
Education
Northern Illinois University 1995 — 1998
MBA, Business Administration
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
BBA, Business Administration
Wittenberg University 1973 — 1975
none, Liberal Arts
Valhalla High School 1969 — 1973
Bryan Engler, CFA's Great Lakes Advisors Experience 2011 - Present
Job Equity Analyst at Great Lakes Advisors
Industry Capital Markets
Experience
Great Lakes Advisors 2011 - Present
Thomson Reuters 2007 - 2011
Eldorado Trading February 2005 - November 2007
Education
Tulane University 2001 — 2005
Political Science & English
Great Lakes Advisors 2011 - Present
Thomson Reuters 2007 - 2011
Eldorado Trading February 2005 - November 2007
Education
Tulane University 2001 — 2005
Political Science & English
Judy Davies Gregory's Great Lakes Advisors Experience November 2005 - December 2008
Job Wealth Management Portfolio Administrator at Denver Investments
Industry Financial Services
Experience
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Christy Coon's Great Lakes Advisors Experience June 2011 - Present
Job Sr. Portfolio Manager
Industry Investment Management
Experience
Great Lakes Advisors June 2011 - Present
J.P. Morgan August 2003 - June 2011
Lake Shore Capital Management, Inc. 1991 - 2000
Education
University of Denver
Master of Arts
University of Nebraska-Lincoln
BS
Great Lakes Advisors June 2011 - Present
J.P. Morgan August 2003 - June 2011
Lake Shore Capital Management, Inc. 1991 - 2000
Education
University of Denver
Master of Arts
University of Nebraska-Lincoln
BS
Elizabeth Salton's Great Lakes Advisors Experience November 2008 - September 2011
Job Event Coordinator at Iowa State University College of Business
Industry Events Services
Experience
Iowa State University November 2011 - Present
Great Lakes Advisors November 2008 - September 2011
Bernstein Global Wealth Management September 2007 - November 2008
Skills
Event Planning, Excel, Program Management, Calendars, Internal Communications, Newsletters, Newsletter Design, Newsletter Writing, Email Marketing, RFP preparation, Analysis, Deadline Management, Outlook, Data Analysis, Training, Microsoft Excel
Education
Iowa State University - College of Business 2002 — 2007
Bachelor of Science, Finance, Marketing - Minor in Spanish
Universidad de Extremadura 2006 — 2006
Spanish Language and Literature
Iowa State University November 2011 - Present
Great Lakes Advisors November 2008 - September 2011
Bernstein Global Wealth Management September 2007 - November 2008
Skills
Event Planning, Excel, Program Management, Calendars, Internal Communications, Newsletters, Newsletter Design, Newsletter Writing, Email Marketing, RFP preparation, Analysis, Deadline Management, Outlook, Data Analysis, Training, Microsoft Excel
Education
Iowa State University - College of Business 2002 — 2007
Bachelor of Science, Finance, Marketing - Minor in Spanish
Universidad de Extremadura 2006 — 2006
Spanish Language and Literature
Charlie Dillon's Great Lakes Advisors Experience July 2011 - Present
Job Director, Great Lakes Advisors, LLC
Industry Investment Management
Experience
Great Lakes Advisors July 2011 - Present
AccessAlpha Worldwide, LLC February 2010 - February 2011
ING Investment Management 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Education
St. Joseph's College (IN) 1975 — 1979
BS, Business Administration
Great Lakes Advisors July 2011 - Present
AccessAlpha Worldwide, LLC February 2010 - February 2011
ING Investment Management 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Education
St. Joseph's College (IN) 1975 — 1979
BS, Business Administration
Jenny Notte's Great Lakes Advisors Experience February 2014 - Present
Job Managing Director at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors February 2014 - Present
Great Lakes Advisors January 2012 - Present
Intercontinental Real Estate Corporation September 2010 - January 2012
ASB Capital Management October 2003 - September 2010
Education
Marymount University 1988 — 1991
Masters of Business Administration, Marketing
Stonehill College 1982 — 1986
Bachelor of Arts, Economics
Great Lakes Advisors February 2014 - Present
Great Lakes Advisors January 2012 - Present
Intercontinental Real Estate Corporation September 2010 - January 2012
ASB Capital Management October 2003 - September 2010
Education
Marymount University 1988 — 1991
Masters of Business Administration, Marketing
Stonehill College 1982 — 1986
Bachelor of Arts, Economics
Magdalena Bryla's Great Lakes Advisors Experience December 2008 - Present
Job Great Lakes Advisors
Industry Financial Services
Experience
Great Lakes Advisors December 2008 - Present
Skills
Asset Allocation, Fixed Income, Equities, Mutual Funds, Investment Strategies, Securities, Asset Management, Portfolio Management, Wealth Management, Investments, Alternative Investments, Bloomberg, Investment Management, Hedge Funds, Bonds, ETFs
Education
Dominican University 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Loyola University Chicago 2004 — 2008
Operations Management, Finance
Great Lakes Advisors December 2008 - Present
Skills
Asset Allocation, Fixed Income, Equities, Mutual Funds, Investment Strategies, Securities, Asset Management, Portfolio Management, Wealth Management, Investments, Alternative Investments, Bloomberg, Investment Management, Hedge Funds, Bonds, ETFs
Education
Dominican University 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Loyola University Chicago 2004 — 2008
Operations Management, Finance
Richard Rokus, CFA's Great Lakes Advisors Experience January 2011 - Present
Job Managing Director and Senior Fixed Income Portfolio Manager at Great Lakes Advisors
Industry Investment Management
Experience
Great Lakes Advisors January 2011 - Present
M&I Investment Management Corp. June 1992 - March 2010
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Masters of Business Administration MBA
University of Wisconsin-Whitewater 1988 — 1992
BBA, Finance
Port Washington High School 1984 — 1988
Great Lakes Advisors January 2011 - Present
M&I Investment Management Corp. June 1992 - March 2010
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Masters of Business Administration MBA
University of Wisconsin-Whitewater 1988 — 1992
BBA, Finance
Port Washington High School 1984 — 1988
Wesley Crane's Great Lakes Advisors Experience June 2011 - June 2014
Job MBA Candidate, Southern Methodist University, Class of 2016
Industry Higher Education
Experience
Great Lakes Advisors June 2011 - June 2014
Wintrust Wealth Management June 2010 - August 2010
Education
Southern Methodist University 2014 — 2016
MBA Candidate Class of 2016
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Economics
Lake Forest Academy 2003 — 2007
Great Lakes Advisors June 2011 - June 2014
Wintrust Wealth Management June 2010 - August 2010
Education
Southern Methodist University 2014 — 2016
MBA Candidate Class of 2016
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Economics
Lake Forest Academy 2003 — 2007
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY