Mirador Family Wealth Advisors

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Mirador Family Wealth Advisors Employees

Employee
Years
Job
Industry
Stephanie Matthysse Stephanie Matthysse Greater Grand Rapids, Michigan Area Details
Stephanie Matthysse's Mirador Family Wealth Advisors Experience May 2010 - August 2012
Job Sr. Associate at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP  May 2014 - Present
Crowe Horwath LLP  2014 - Present
Cornerstone Investments   1998 - Present
Crowe Horwath LLP  2014 - 2015
Matthysse Consulting   August 2012 - May 2014
Mirador Family Wealth Advisors   May 2010 - August 2012
Fifth Third Bank  May 2007 - May 2010
Fifth Third Bank  May 2003 - June 2007
Old Kent Bank  May 1985 - June 2003
Fifth Third Bank  May 1999 - May 2003

Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Managment, Securities, Mutual Funds, High Net Worth..., Credit, Financial Analysis, Loans, 401k, Cash Management, Asset Management, Investment Management, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Relationship Management, Series 7, Financial Advisory, Equities, Fixed Income, Retirement, Financial Planning

Education
Olivet Nazarene University   1982 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

DAVENPORT COLLEGE   1979 — 1982
Associates Degree, Legal Secretarial

Comstock Park High School
Diploma, Business Administration

Randy Bull, CFA, CFP, CAIA, CIMA Randy Bull, CFA, CFP, CAIA, CIMA Chicago, Illinois Details
Randy Bull, CFA, CFP, CAIA, CIMA's Mirador Family Wealth Advisors Experience August 2013 - Present
Job Senior Investment Manager at Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors   August 2013 - Present
The Northern Trust  September 1999 - July 2013
Richards & Tierney   April 1996 - September 1999
Harris Bank  January 1992 - January 1996

Skills
Asset Allocation, Capital Markets, Strategic Financial..., Fund Of Funds, Financial Modeling, Asset Managment, Investment Strategies, Wealth Management..., Financial Markets, Portfolio Management, Bloomberg, Investment Management, Fixed Income, Equities, Morningstar, Asset Management, Securities

Education
DePaul University   1997 — 1999
Masters of Business Administration, Finance

Miami University   1989 — 1992
Bachelor of Science, Business Administration; Finance 1992

Jason Cain Jason Cain Greater Chicago Area Details
Jason Cain's Mirador Family Wealth Advisors Experience April 2015 - Present
Job Jason M. Cain joins Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors   April 2015 - Present
Credit Suisse  July 2011 - April 2015
Calamos Family Office LLC   September 2007 - July 2011
Calamos Investments  September 2007 - July 2011
Barnes & Thornburg LLP  March 2003 - September 2007
FagelHaber LLC  January 2001 - March 2003
Gould & Ratner LLP  August 1995 - January 2001
Metzler and Hager   August 1994 - August 1995

Skills
Wealth Management, Asset Protection, Financial Planners, Estate Planning, Securities, Alternative Investments, Investment Advisory, Hedge Funds, Trusts, Investments, Private Equity, Investment Management, Mutual Funds, Asset Managment, Wealth Management..., Family Office, Tax, Due Diligence, High Net Worth..., Series 7

Education
DePaul University College of Law   1993 — 1994
LL.M., Taxation

Widener University School of Law   1990 — 1993
JD, Law

Illinois State University   1986 — 1990
BS, Business, Political Science

Nicholas Carreri Nicholas Carreri Ann Arbor, Michigan Details
Nicholas Carreri's Mirador Family Wealth Advisors Experience May 2012 - August 2012
Job Summer Associate at Chapman and Cutler LLP
Industry Law Practice
Experience
Community and Economic Development Clinic  January 2015 - April 2015
University of Michigan  September 2014 - April 2015
Chapman and Cutler LLP  May 2014 - July 2014
The Carlyle Group  June 2013 - August 2013
Mirador Family Wealth Advisors   May 2012 - August 2012
Merrill Lynch  May 2011 - August 2011

Skills
Leadership, Teamwork, Corporate Law, Public Speaking, Legal Writing, Finance, Social Media

Education
University of Michigan Law School   2012 — 2015
Doctor of Law (J.D.)

Grand Valley State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Accounting

Chuck Stutenroth Chuck Stutenroth Cincinnati Area Details
Chuck Stutenroth's Mirador Family Wealth Advisors Experience November 2008 - May 2012
Job Regional Managing Director, Ascent Private Capital Management of US Bank
Industry Investment Management
Experience
Ascent Private Capital Management of US Bank  May 2012 - Present
Mirador Family Wealth Advisors   November 2008 - May 2012
ZAR Fund Group   September 2005 - November 2008
Fort Washington Investment Advisors  December 1999 - September 2005

Skills
Asset Managment, Portfolio Management, Investment Strategies, Private Equity, Hedge Funds, Equities, Investments, Alternative Investments, Wealth Management, Investment Management, Valuation, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Estate Planning, Fund Of Funds, Asset Management, Securities, Finance, Derivatives, Risk Management, Venture Capital

Education
Xavier University   1992 — 1994
MBA, International Finance

University of Kentucky   1984 — 1988
BBA, Economics and Management

Chartered Financial Analyst
C.F.A., Chartered Financial Analyst

Jacqueline Schafer Jacqueline Schafer Greater Grand Rapids, Michigan Area Details
Jacqueline Schafer's Mirador Family Wealth Advisors Experience August 2011 - Present
Job Wealth Planning Consultant at Mirador Family Wealth Advisors
Industry Accounting
Experience
Mirador Family Wealth Advisors   August 2011 - Present
Fifth Third Bank  February 2004 - August 2011
BDO Seidman, LLP  2000 - 2004

Skills
Strategic Financial..., Wealth Management..., Finance, Retirement Planning, Tax, Financial Analysis, High Net Worth..., Wealth Management, Estate Planning, Estate Tax Planning, Accounting, Income Tax, Wealth, Corporate Tax, Investments, Financial Reporting, Financial Planners

Education
Grand Valley State University   2001 — 2005
Master's degree, Taxation

Grand Valley State University   1996 — 2000
Bachelor of Business Administration (BBA), Accounting

Linda Litner Linda Litner Chicago, Illinois Details
Linda Litner's Mirador Family Wealth Advisors Experience September 2012 - July 2014
Job Founder at 1636 Review
Industry Investment Management
Experience
1636 Review   January 2015 - Present
Mirador Family Wealth Advisors   September 2012 - July 2014
Northern Trust  October 2010 - October 2012
Goldman Sachs  September 2007 - September 2010
Goldman Sachs  August 2001 - September 2007

Skills
Wealth Management..., Series 7

Education
Harvard Business School   1984 — 1986
MBA

Tufts University   1980 — 1984
1984, Economics

Christopher Ginter Christopher Ginter Cincinnati Area Details
Christopher Ginter's Mirador Family Wealth Advisors Experience July 2012 - Present
Job Investment Manager at Mirador Family Wealth Advisors
Industry Investment Management
Experience
Mirador Family Wealth Advisors   July 2012 - Present
Fifth Third Bank  March 2010 - October 2012
Fifth Third Bancorp  May 2009 - April 2010
Fidelity Investments  October 2006 - February 2009
Fidelity Investments  May 2004 - October 2006
Fidelity Investments  October 2003 - May 2004

Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Options, Investment Management, Investments, Portfolio Management, Trading, Equities, Retirement, Equity Trading

Education
McNicholas   1994 — 1998

Northern Kentucky University
BS, Economics & Political Science

Glen Johnson Glen Johnson Greater Grand Rapids, Michigan Area Details
Glen Johnson's Mirador Family Wealth Advisors Experience April 2013 - Present
Job Managing Director at Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors   April 2013 - Present
Mirador Family Wealth Advisors   June 2007 - March 2013
Mirador Family Wealth Advisors   2007 - 2010
Fifth Third Bank  2000 - 2009
Mich Con   1990 - 2009
Barris Sott Denn and Driker   1980 - 2009
Michigan Consolidated Gas Company  1990 - 1998

Skills
Investments, Project Management, Wealth, Creative Problem Solving, Financial Advisory, Strategic Planning, Management, Estate Planning, Innovative Thinking, Strategy, Wealth Management, Project Execution, Asset Managment, Social Media, Public Speaking, Finance, Risk Management, Strategic Thinking, Nonprofits, Banking, Fundraising

Education
Wayne State University Law School   1983 — 1986
JD, Law

University of Michigan   1982 — 1986
BS, Education

Chuck Stutenroth, CFA Chuck Stutenroth, CFA Cincinnati Area Details
Chuck Stutenroth, CFA's Mirador Family Wealth Advisors Experience November 2008 - Present
Job Director of Investment Strategy at Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors   November 2008 - Present
ZAR Fund Group   September 2005 - November 2008
Fort Washington Investment Advisors  December 1999 - September 2005

Education
Xavier University   1992 — 1994
MBA, International Finance

University of Kentucky   1984 — 1988
BBA, Management & Economics