Optimum Investment Advisors
Industry: Company
DescriptionFounded: 1989 Parent organization: Optimum Investment Group, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportOptimum Investment AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Chicago, Illinois Address: 33 N LaSalle St Suite #3700, Chicago, IL 60602 Hours: Open ⋅ Closes 5PM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 782-1515: Category: Website: : Place name: : : : : Website: http://www.optimuminvestment.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. 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 Optimum Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Optimum Investment Advisors "Optimum Investment Advisors is an independent financial advisory firm based in Chicago, Illinois and Dallas, TX providing trusted investment management services and expertise to high-net worth individuals."
Optimum Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Optimum Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Optimum Investment Advisors Employees
Advanced Resources April 2015 - Present
AUSL (Academy for Urban School Leadership) June 2014 - April 2015
Advanced Resources October 2013 - June 2014
Home Instead Senior Care June 2012 - July 2013
Banfield Pet Hospital February 2012 - May 2012
Little Fox Language Center December 2010 - December 2011
BCI June 2010 - November 2010
Optimum Investment Advisors May 2007 - August 2007
Skills
Research, Public Speaking, Event Planning, PowerPoint, Microsoft Office, Human Resources, Recruiting, Marketing, OpenHire, PeopleSoft, KMS, HRIS, Authoria, SuccessFactors, ImageNow, First Advantage, Microsoft Excel, Onboarding, CrossMatch, Editing, Social Media, Fundraising, Outlook, Public Relations, Curriculum Design, Higher Education, Customer Service, Creative Writing, Marketing Communications, Social Networking, Facebook, Nonprofits, Community Outreach, Time Management, Team Building, Sales, Inventory Management, Press Releases, English, Employee Relations, Coaching, Training, Team Leadership, Event Management, Leadership, Teaching, Leadership Development
Education
Monmouth College 2006 — 2010
Bachelor of Arts, English, Biopsychology
Leiden University 2009 — 2009
Literature
Francis W. Parker School 2003 — 2006
Regina Dominican High School 2002 — 2003
National Louis University
National Louis University
Plante Moran November 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2010
Optimum Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, ProSystem fx Tax, Caseware, CCH Intelliconnect, Individual Taxation, Partnership Taxation, Corporate Taxation, Tax Accounting, Tax, CPA, Corporate Tax, Accounting, Financial Accounting, Tax Preparation
Education
University of Miami 2011 — 2011
Master's; Master of Science, Accounting Program; Taxation
University of Miami 2007 — 2011
Bachelor's of Business Administration, Accounting
University of Sydney 2010 — 2010
A. Montag & Associates January 2010 - Present
Optimum Investment Advisors January 2007 - January 2010
SunTrust Bank October 1997 - March 2006
SunTrust Bank July 1995 - October 1997
Education
Davidson College 1991 — 1995
B.A., Art History
The Ellis School
HighGround, Inc. December 2014 - Present
Ace Marketing June 2014 - September 2014
Fortitude Systems, LLC 2012 - June 2014
Fortitude Systems, LLC 2012 - 2012
servpro June 2011 - September 2011
Optimum Investment Advisors May 2010 - August 2010
Jimmy's Place April 2009 - August 2010
Skills
Microsoft Office, Request for Proposal..., Communications..., PowerPoint, Excel, Research, Public Relations, Portfolio Management, Microsoft Excel, Sales, Editing, Public Speaking, Customer Service, Marketing, Leadership
Education
University of Dayton
BA, Communications (Public Relations)
University of Dayton
Bachelor of Arts, Communications; Public Relations
Fairpointe Capital LLC June 2011 - Present
Optimum Investment Advisors October 2001 - May 2011
Advent Users Group 2004 - 2009
William Blair and Company 1999 - 2001
William Blair and Company 1998 - 1999
Wanger Asset Management 1996 - 1998
Skills
Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Equities, Fixed Income, Mutual Funds, Accounting, Portfolio Management, Wealth Management, Trading
Education
DePaul University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Wynstone Investment Advisors, LLC April 2012 - Present
Optimum Investment Advisors February 2009 - November 2011
JPMorgan June 2007 - November 2008
LaSalle Bank / ABN AMRO 2000 - 2007
LaSalle Bank 1999 - 2007
Harris Bank April 1996 - June 2000
American Express Financial Advisors August 1988 - April 1996
Skills
Tactical Asset..., Wealth Management, Private Wealth..., Portfolio Management, Retirement Planning, Financial Planning, Fixed Income, New Business Development, Relationship Development, Asset Allocation, High Net Worth..., Alternative Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory
Education
College for Financial Planning 1990 — 1993
CFP
Northern Illinois University 1984 — 1988
BA Finance, Finance, Computer Science
Woodstock 1979 — 1983
High School
Dallas Symphony Orchestra January 2014 - Present
Dallas Symphony Orchestra June 2012 - January 2014
Capital Advisors July 2008 - April 2012
Genesis Women's Shelter November 2006 - June 2008
True North Advisors November 2005 - November 2006
Optimum Investment Advisors 1999 - 2005
Skills
Fundraising, Community Relations, Non-profits, Strategic Planning, Public Speaking, Leadership Development, Community Volunteer, Investment Advisory, Financial Planning, Wealth Management, Event Planning, Investments, Nonprofits, Strategic Financial..., Community Development, Volunteer Management, Business Development, Annual Giving, Financial Advisory, Financial Services, Grant Writing, Relationship Management, Philanthropy
Education
Baylor University - Hankamer School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance with Empasis in International Business
Harris Bank February 2012 - Present
Optimum Investment Advisors November 2010 - February 2012
The Private Bank And Trust Company October 2007 - November 2010
Feldman Securities June 2006 - October 2007
Van Kampen Investments May 2004 - June 2006
Education
Loyola University of Chicago 2005 — 2007
MBA, Finance and Accounting
University of Northern Iowa 1997 — 2001
BA, Finance
Sac City
AdSide August 2011 - December 2011
SE Retail Group May 2011 - August 2011
Freelance Web Designer (Self-employed) November 2010 - August 2011
Prudential Douglas Elliman February 2011 - June 2011
Optimum Investment Advisors August 2008 - June 2009
Family Defense Center April 2008 - August 2008
Art Resources January 2006 - May 2006
Skills
3D visualization, Online Marketing, Web Design, Urban Planning, Urban Design, Architecture, Sociology, GIS, Marketing, Digital Marketing, Social Media, Social Media Marketing
Education
University of Illinois at Chicago 2004 — 2010
Bachelor of Arts, Urban Planning and Public Administration
Optimum Investment Advisors February 2015 - Present
North Central College July 2011 - Present
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Strategy, Valuation, Finance, Securities, Hedge Funds, Asset Management, Financial Analysis, Investment Banking, Security Analysis, Mutual Funds, Economics, Investment Advisory, Risk Management, Alternative Investments, Investment Management, Bonds, Competitive Analysis
Education
University of Chicago 1986 — 1989
MBA
Southern Illinois University, Carbondale 1978 — 1981
BA
Rockford East High 1972 — 1976
Optimum Investment Advisors January 2010 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates February 1989 - April 2008
Education
DePaul University
BA, Liberal Arts
Fairpointe Capital May 2011 - Present
Optimum Investment Advisors May 2004 - April 2011
Education
DePauw University
B.A., Economics
Northwestern University
M.A., Economics
University of Chicago Graduate School of Business
M.B.A., Finance