MainStreet Advisors
Address: 120 N LaSalle St, Chicago, IL 60602 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 223-0270Category: : : : Website: : : Place name: : Website: http://www.mainstreetadv.com/ Category: Investment service 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. 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 MainStreet Advisors Posting publicly on the Web Write a review Reviews Be the first to review
MainStreet Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MainStreet Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MainStreet Advisors Employees
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
dixon & dixon consulting, Inc. December 2014 - Present
MainStreet Advisors January 2014 - December 2014
Salisbury Bank & Trust May 2010 - October 2013
Pohl Consulting and Training, Inc January 1999 - August 2010
The Heartland Institute April 1996 - June 1998
Skills
Management, Strategy, Management Consulting, Wealth Management, Business Development, Leadership, CRM, Financial Services, Marketing, Investments, Executive Management, Financial Analysis, Asset Management, Strategic Planning, Portfolio Management, Sales, Banking, Risk Management, Finance, Strategic Partnerships
Education
The University of Dallas 1985 — 1987
Master of Business Administration (M.B.A.), Industrial Management
The University of Dallas 1981 — 1985
Bachelor of Arts (B.A.), History
Lincoln High School Manitowoc, WI 1978 — 1981
MainStreet Advisors October 2012 - Present
Covers of Comfort (Not-for-Profit) January 2007 - Present
The Goddard School September 2011 - October 2012
Brewer Investment Group August 2008 - November 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Teaching, Access, Fundraising, Nonprofits, Tutoring, Social Media, Event Planning, Leadership, Facebook, Event Management, Social Networking, Adobe Creative Suite, Public Relations
Education
Harrington College of Design
Interior Architecture & Design
University of Dubuque
Medinah Country Club June 2015 - Present
MainStreet Advisors April 2014 - August 2014
Skills
PowerPoint, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Java, Research
Education
Robert Morris University - Illinois 2012 — 2017
Dual Degree in Accounting and Business Administration, Finance, 3.4
Robert Morris University - Illinois 2012 — 2016
Accounting, Accounting and Finance
Wolf Point Asset Management October 2014 - Present
GE Capital February 2012 - September 2014
GE Capital February 2011 - February 2012
MainStreet Advisors September 2010 - February 2011
MainStreet Advisors September 2008 - September 2010
MainStreet Advisors September 2006 - September 2008
Skills
Portfolio Management, Investments, Private Equity, Valuation, Risk Management, Business Strategy, Secondary Market, Finance, Writing, Fund Of Funds
Education
Michigan State University 2000 — 2004
Bachelor of Arts (BA), Finance
RBC Capital Markets January 2013 - April 2014
Institutional Liquidity, LLC December 2011 - December 2012
RBC Capital Markets June 2012 - August 2012
MainStreet Advisors May 2011 - July 2011
Skills
Equities, Forex, Microsoft Excel, Python, SQL, PHP, HTML, VBA, Risk Management, Fixed Income, Interest Rate Swaps, MBS, Access, Java, JavaScript, Salesforce.com, Options, FX trading, Foreign Exchange, Alternative Trading..., Factset, Django, iOS, Financial Modeling, Financial Markets, Capital Markets
Education
Central Michigan University 2008 — 2012
Bachelor of Science in Business Administration
MainStreet Advisors May 2011 - Present
Fiduciary Management Associates 2000 - 2010
LaSalle Bank 1997 - 2000
Sirius Partners L.P. 1995 - 1997
Alleghany Corporation January 1993 - December 1995
Duff & Phelps 1991 - 1992
Skills
Portfolio Management, Investments, Equities, Valuation, Fixed Income, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
MainStreet Advisors June 2013 - Present
MainStreet Advisors February 2011 - July 2013
Priority Sports & Entertainment August 2010 - December 2010
DePaul University September 2006 - June 2010
Grosvenor Capital Management May 2008 - September 2008
Reebok 2007 - 2008
The Sports Authority June 2007 - September 2007
Skills
Investments, Alternative Investments, Financial Analysis, Leadership, Portfolio Management, Investment Strategies, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Securities, Morningstar, Asset Management, Equities, Microsoft Office, PowerPoint
Education
DePaul University 2006 — 2010
Bachelors, Finance & Business Management
Providence Catholic High School 2002 — 2006
Urban Herbs January 2015 - Present
McNair Financial Management, LLC August 2010 - Present
Dee King Trucking April 2014 - Present
Remy Corporation September 2008 - Present
PHOTON Consulting 2009 - 2009
Keiretsu Forum March 2008 - September 2008
PHOTON Consulting 2008 - 2008
MainStreet Advisors 2007 - 2007
Skills
Financial Forecasting, Financial Modeling, Quickbooks, Accounts Payable, Accounts Receivable, Payroll, Variance Analysis, Budget Management, Financial Reporting, Financial Control, Financial Management, Controller, PowerPoint, Financial Analysis, Budget Development, Forecasting, Budgeting, Cash Flow, Funding, Business Planning, Excel, Cash Management, Strategic Planning, Financial Audits, Microsoft Excel, Budgets, QuickBooks, Analysis, Accounting, Managerial Finance, Management, Finance
Education
MIT OpenCourseWare 2012 — 2013
Accounting
University of Denver - Daniels College of Business 2004 — 2008
Bachelors of Science, Finance
New Trier High School 1999 — 2005
Compass Financial Group December 2014 - Present
Active Generations March 2014 - November 2014
Tony's Diesel Service 2004 - 2014
Black Hills Corporation September 2013 - December 2013
City of Worthing June 2012 - August 2013
MainStreet Advisors January 2012 - April 2012
NWC Student Development Office September 2010 - December 2011
Blue Bell Stables May 2010 - July 2010
Skills
Microsoft Office, Payroll, Accounts Payable, Microsoft Excel, Customer Service, Accounts Receivable, PowerPoint
Education
Northwestern College 2008 — 2012
Bachelor of Arts Degree, Business Administration; Finance Emphasis
Guy Bauer Productions April 2015 - Present
MainStreet Advisors March 2014 - January 2015
Walton Arts Center July 2011 - February 2014
The Bank of Fayetteville April 2006 - June 2011
Arvest Bank August 1996 - February 2005
Skills
Non-profits, Social Media, Customer Service, Outlook, Advertising, Marketing, Research, PowerPoint, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Public Relations, Editorial, Community Engagement, Promotions, Tessitura, Nonprofits, Marketing Communications, Marketing Strategy, Management, Facebook, Volunteer Management, Media Relations, Copywriting, Social Networking, Editing, Newsletters, Press Releases, Blogging
Education
University of Arkansas at Fayetteville
BA, Communications
MainStreet Advisors December 2003 - Present
Feldman Securities Group LLC February 2001 - December 2003
KPMG February 1998 - February 2001
American National Bank November 1995 - February 1998
Skills
Wealth Management, High Net Worth..., Trust Services
Education
University of Iowa 1990 — 1995
BA, Economics
MainStreet Advisors June 2014 - Present
Groupon June 2012 - June 2014
InterOcean Advisors LLC March 2012 - June 2012
University of Missouri August 2010 - December 2011
Deloitte June 2011 - August 2011
Missouri State Tix January 2007 - May 2010
Peoples' National Bank June 2007 - January 2009
Education
University of Missouri-Columbia, College of Business 2010 — 2011
MBA, Finance
Missouri State University 2006 — 2010
Bachelors of Science, Finance
Northern Trust May 2011 - Present
MainStreet Advisors May 2008 - May 2011
LaSalle Bank April 2007 - May 2008
LaSalle Bank March 2003 - April 2007
LaSalle Bank June 2000 - March 2003
Chicago Board of Trade June 1998 - August 1998
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Eastern Illinois University 1996 — 2000
BS, Finance
MainStreet Advisors January 2009 - Present
Education
University of Connecticut 1986 — 1990
MainStreet Advisors August 2013 - Present
Northern Trust September 2012 - August 2013
Northern Trust May 2007 - September 2012
Scudder Investments March 2006 - July 2007
Northern Trust January 2006 - May 2007
Scudder Investments March 2004 - July 2005
UBS Financial Services May 2003 - September 2003
American Express Financial Advisors September 2002 - November 2002
Education
DePaul University 1999 — 2003
B.A., Finance
DePaul University
Bachelor of Science, Finance
MainStreet Advisors 2010 - Present
Peoples Bank SB 2005 - 2009
Peoples Bank SB 2003 - 2005
Skills
Portfolio Management, Investment Advisory, Trading, Private Wealth..., Financial Statement..., Wealth Management..., Asset Allocation, Credit Analysis, Investment Management, Investment Strategies, Wealth Management, Financial Analysis
Education
Purdue University 2005 — 2007
MBA, Finance
Purdue University 1999 — 2003
BS Management, Accounting and Finance
MainStreet Advisors March 2015 - Present
BMO Financial Group - Harris Private Bank February 2012 - March 2015
BMO Financial Group - Global Asset Management February 2012 - March 2015
Capital Forensics, Inc. December 2010 - February 2012
Jaffe Financial Services May 2006 - April 2010
Skills
Portfolio Management, Fixed Income, Asset Allocation, Equities, Equity Research
Education
Butler University - College of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Finance
Butler University
CCC Information Services July 2013 - Present
MainStreet Advisors June 2011 - July 2013
MainStreet Advisors February 2011 - June 2011
CCC Information Services July 2010 - February 2011
Realty & Mortgage Co. April 2009 - January 2011
DePaul University September 2008 - June 2009
Skills
Investments, Finance, Financial Analysis, Bloomberg, Asset Allocation, Mutual Funds, Financial Modeling, Corporate Finance, Portfolio Management, Investment Advisory, Equity Research, Treasury
Education
DePaul University 2007 — 2011
B.S., Finance Honors and Accounting Minor
CFA Program