Optimum Investment Advisors

Industry: Company

Description

Founded: 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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Laura Dumont Laura Dumont Greater Chicago Area Details
Laura Dumont's Optimum Investment Advisors Experience May 2007 - August 2007
Job Sourcing Specialist at Cars.com through Advanced Resources
Industry Staffing and Recruiting
Experience
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

Justin Dill, CPA Justin Dill, CPA Chicago, Illinois Details
Justin Dill, CPA's Optimum Investment Advisors Experience June 2008 - August 2008
Job Tax Senior (InCharge) at Plante Moran
Industry Accounting
Experience
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

Christine Quillian, CFA, CFP(R) Christine Quillian, CFA, CFP(R) Greater Atlanta Area Details
Christine Quillian, CFA, CFP(R)'s Optimum Investment Advisors Experience January 2007 - January 2010
Job Investment Analyst & Portfolio Manager at A. Montag & Associates
Industry Investment Management
Experience
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

Dan Dunlap Dan Dunlap Greater Chicago Area Details
Dan Dunlap's Optimum Investment Advisors Experience May 2010 - August 2010
Job Sales Representative at HighGround, Inc.
Industry Information Technology and Services
Experience
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

Michelle Katauskas Michelle Katauskas Greater Chicago Area Details
Michelle Katauskas's Optimum Investment Advisors Experience October 2001 - May 2011
Job CCO/Director of Operations at Fairpointe Capital LLC
Industry Investment Management
Experience
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

Keith Schoepke, CFP® CTFA Keith Schoepke, CFP® CTFA Greater Chicago Area Details
Keith Schoepke, CFP® CTFA's Optimum Investment Advisors Experience February 2009 - November 2011
Job President at Wynstone Investment Advisors, LLC
Industry Investment Management
Experience
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

Meredith Camp, CFP® Meredith Camp, CFP® Dallas, Texas Details
Meredith Camp, CFP®'s Optimum Investment Advisors Experience 1999 - 2005
Job Director of Legacy and Leadership Gifts Dallas Symphony Orchestra
Industry Fund-Raising
Experience
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

Robyn Schulte Robyn Schulte Chicago, Illinois Details
Robyn Schulte's Optimum Investment Advisors Experience November 2010 - February 2012
Job Vice PresidentPortfolio Strategist
Industry Financial Services
Experience
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

Elliot Hanson Elliot Hanson New York, New York Details
Elliot Hanson's Optimum Investment Advisors Experience August 2008 - June 2009
Job Marketing Professional
Industry Marketing and Advertising
Experience
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

Mark W. Johnson, CFA Mark W. Johnson, CFA Greater Chicago Area Details
Mark W. Johnson, CFA's Optimum Investment Advisors Experience February 2015 - Present
Job Managing Director Optimum investment Advisors
Industry Financial Services
Experience
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

Jeanine Meola Jeanine Meola Greater Chicago Area Details
Jeanine Meola's Optimum Investment Advisors Experience January 2010 - Present
Job Director, Institutional Sales at Optimum Investment Advisors
Industry Investment Management
Experience
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

Mary Pierson Mary Pierson Greater Chicago Area Details
Mary Pierson's Optimum Investment Advisors Experience May 2004 - April 2011
Job CoCEO and Portfolio Manager at Fairpointe Capital
Industry Investment Management
Experience
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

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