Stein Roe Investment Counsel

Description

Address: 1 S Wacker Dr # 3500, Chicago, IL 60606 Phone: (312) 368-7700Website: : : : Category: Hours: : Place name: : : Website: https://www.cibcatlantictrust.com/kkozanda Category: Non-Profit Organization 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. · Own this business?Add missing informationAdd business hours 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 Stein Roe Investment Counsel Posting publicly on the Web Write a review Reviews Be the first to review

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Stein Roe Investment Counsel Employees

Employee
Years
Job
Industry
Anthony Algmin Anthony Algmin Greater Chicago Area Details
Anthony Algmin's Stein Roe Investment Counsel Experience June 2001 - November 2003
Job Founder, President at DatonomyUS
Industry Information Technology and Services
Experience
DatonomyUS   September 2015 - Present
Chicago Transit Authority  March 2015 - September 2015
RGP  June 2014 - March 2015
West Monroe Partners  July 2011 - June 2014
Ronin Capital, LLC  November 2005 - July 2011
REFCO, LLC  March 2004 - November 2005
Stein Roe Investment Counsel   June 2001 - November 2003
Morningstar, Inc  January 2000 - June 2001
OLDE Discount Corporation  June 1999 - November 1999

Skills
Business Intelligence, Databases, ETL, Data Warehousing, Business Analysis, SQL, Data Analysis, SQL Server, Change Management, Problem Solving, Integration, Enterprise Architecture, Management Consulting, Data Governance, Metadata Management, Master Data Management, Data Quality, Data Strategies, Business Strategy, IT Strategy, Microsoft SQL Server, SSIS, Systems Analysis, Disaster Recovery, SDLC, Strategy, Business Process, Data Modeling, Management, Business Process..., Consulting, Analytics, Leadership

Education
Northwestern University - Kellogg School of Management   2007 — 2010
MBA, Analytical Consulting, Marketing, Management & Strategy, Management & Organizations

Illinois Wesleyan University   1995 — 1999
Bachelor of Arts, Business Administration

Mike Serio, CFA Mike Serio, CFA Greater Denver Area Details
Mike Serio, CFA's Stein Roe Investment Counsel Experience 2000 - 2004
Job Regional Chief Investment Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2013 - Present
University of Denver  2012 - Present
Wolf Creek Energy Partners   February 2012 - May 2013
JP Morgan  May 2010 - January 2012
Citigroup  June 2004 - February 2010
Stein Roe Investment Counsel   2000 - 2004
Intrados Corp./Pragma Corp   1998 - 2000
Segall Bryant and Hamill   1996 - 2000
Sanford C. Bernstein  1993 - 1995
First National Bank of Chicago  1993 - 1993

Skills
Alternative Investments, Series 7, Private Equity, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Investment Strategies, Financial Markets, Due Diligence, Options, Series 63, Hedging, Private Placements, Investor Relations, Asset Allocation

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

Maine South High School

University of Illinois at Urbana-Champaign
BA, Economics/Finance

David Reyna David Reyna Greater Chicago Area Details
David Reyna's Stein Roe Investment Counsel Experience January 1983 - December 2003
Job Manager Telecommunications at The Warranty Group
Industry Insurance
Experience
The Warranty Group  January 2008 - Present
AON Warranty Group  January 2006 - December 2007
Atlantic Trust Stein Roe   January 2004 - December 2005
Stein Roe Investment Counsel   January 1983 - December 2003
Stein Roe & Farnham  November 1976 - December 1982

Skills
Siemens OpenScape Voice, OpenScape Contact Center, OpenScape Voice Portal, VOIP, SIP, Impact 360, Encryption, Disaster Recovery, ACD, VoIP, Call Center, Team Building, Process Improvement, Vendor Management, Contact Centers, Call Centers, Telecommunications, Cloud Computing, IT Management, Telephony, Integration, TCP/IP, Visio, MPLS, Troubleshooting, Networking, Switches, Avaya, CTI

Education
University of Notre Dame   1974 — 1976
Business Administration

Bill Rankin Bill Rankin Houston, Texas Details
Bill Rankin's Stein Roe Investment Counsel Experience April 1999 - December 2000
Job CEO at Kanaly Holdings LLC and Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Holdings LLC and Kanaly Trust, LTA   December 2012 - Present
Pitcairn  February 2010 - December 2011
Shelterwood Financial Services LLC   July 2007 - January 2011
Atlantic Trust  March 2004 - December 2005
Stein Roe Investment Counsel LLC   January 2001 - December 2005
Stein Roe Investment Counsel   April 1999 - December 2000
Stein Roe & Farnham  November 1994 - March 1999
Rockefeller & Co.   January 1993 - November 1994
Prudential Investment Management Co.   1988 - 1993
Mellon Bank NA  1976 - 1988

Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning

Education
University of Pennsylvania - The Wharton School   1974 — 1975
MBA, Finance

The Johns Hopkins University   1971 — 1973
B.E.S., Operations Research

Eric Propper Eric Propper New York, New York Details
Eric Propper's Stein Roe Investment Counsel Experience 1998 - 2004
Job President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  January 2014 - Present
Atlantic Trust  March 2009 - Present
NeuroGenomex, Inc.   2009 - Present
Atlantic Trust  2004 - February 2009
Stein Roe Investment Counsel   1998 - 2004

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Portfolio Management, Investment Management, Wealth Management, Equities, Securities, Mutual Funds, Private Equity, Series 7, Fixed Income, Investment Strategies

Education
Columbia University - Columbia Business School   1991 — 1993
MBA

Hobart and William Smith Colleges   1976 — 1980
BA, Political Science

Choate Rosemary Hall   1972 — 1976

Armand Hallstrom Armand Hallstrom Aberdeen, Maryland Details
Armand Hallstrom's Stein Roe Investment Counsel Experience December 1999 - June 2001
Job
Industry Information Technology and Services
Experience
Federal Government  January 2012 - Present
DSCI  June 2011 - December 2011
Battelle Memorial Institute  June 2001 - June 2011
SafeNet  April 2004 - November 2005
Villa Julie College  January 2003 - April 2004
Stein Roe Investment Counsel   December 1999 - June 2001
Gaylord Container Corporation  January 1998 - November 1999
Federal Government  January 1995 - December 1997

Skills
Enterprise Architecture, Databases, Microsoft SQL Server, Oracle, Software Documentation, Testing, Cloud Computing, Security, Data Center, SQL, IIS, System Administration, Troubleshooting, Operating Systems, ASP.NET

Education
DePaul University   1997 — 2000
Masters, Software Engineering

Frostburg State University   1990 — 1994
Bachelors, Computer Science

Brian MacArthur, CFA Brian MacArthur, CFA Greater New York City Area Details
Brian MacArthur, CFA's Stein Roe Investment Counsel Experience 1998 - 2007
Job Executive Director at JPMorgan
Industry Investment Management
Experience
J.P. Morgan   2007 - Present
Atlantic Trust  1998 - 2007
Stein Roe Investment Counsel   1998 - 2007
pershing  1996 - 1999

Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA

Montclair State University   1992 — 1996
BS, Business Administration and Management, General

Denise Farnum Denise Farnum Greater Chicago Area Details
Denise Farnum's Stein Roe Investment Counsel Experience 2003 - 2004
Job Pharmacy Administrative Manager at Rush University Medical Center
Industry Hospital & Health Care
Experience
Rush University Medical Center  2004 - Present
Stein Roe Investment Counsel   2003 - 2004
Bank One/ JP Morgan   2002 - 2003
GE Financial/Terra Securities   2002 - 2002
Bank One  1999 - 2002

Skills
Investments, Data Analysis, Healthcare, Leadership, Customer Service, Financial Analysis, Project Management, Process Improvement, Microsoft Excel, Finance, Outlook, Relationship Management, Budgets

Education
Rush University   2006 — 2010
Master of Science, Health Care Administration

University of Missouri-Kansas City   1984 — 1987
Bachelor of Science, Business Administration/Finance

Virginia Zart, MBA Virginia Zart, MBA Long Beach, California Details
Virginia Zart, MBA's Stein Roe Investment Counsel Experience January 1999 - September 2003
Job Executive Board of Director, PresidentElect at Junior League of Long Beach
Industry Nonprofit Organization Management
Experience
Junior League of Long Beach  June 2015 - Present
Long Beach Police Department  June 2015 - Present
Rotary Club Of Long Beach   November 2014 - Present
Community Outreach Public Policy Organization Management   September 2012 - Present
A Pinch of Sage/Veganomix   January 2013 - December 2013
State Public Affairs Committee Junior Leagues of California   June 2011 - May 2013
Global Trends Investments/ETF Trends   January 2004 - August 2012
Junior League of Long Beach  June 2009 - May 2011
Stein Roe Investment Counsel   January 1999 - September 2003
Chiyoda Life Asset Management   June 1997 - January 1999

Education
Fordham Gabelli School of Business   2000 — 2003
MBA

Hollins University   1990 — 1994
BA

St. Vincent's Academy   1987 — 1990

Irene Eliacostas Irene Eliacostas Greater Chicago Area Details
Irene Eliacostas's Stein Roe Investment Counsel Experience October 1990 - May 2005
Job Trading Specialist at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  June 2005 - Present
Stein Roe Investment Counsel   October 1990 - May 2005
Stein Roe & Farnham  October 1989 - October 1990
Stein Roe & Farnham  October 1980 - October 1989

Skills
Securities, Bonds, Trading, Accounting, Finance, Bloomberg Terminal, NETX360, Advent

Education
Moraine Valley Community College
Finance, General

Sheri Valskis Sheri Valskis Greater Chicago Area Details
Sheri Valskis's Stein Roe Investment Counsel Experience 1990 - 2002
Job Client Relations Project Manager
Industry Consumer Services
Experience
Pipeline  September 2008 - June 2015
Stein Roe Investment Counsel   1990 - 2002

Skills
Web Content Management, Scope Management, User Experience, User Experience Design, Budget Management, Project Management, International Relations, content creation, Partner Management, Portfolio Management, Media Relations

Education
Elmhurst College
BS, Finance & Economics

Linda VanDenburgh Linda VanDenburgh Chicago, Illinois Details
Linda VanDenburgh's Stein Roe Investment Counsel Experience 2000 - 2004
Job General Counsel at OFS Management
Industry Financial Services
Experience
OFS Management / CIM Group   2013 - Present
BMO Harris Bank N.A.   2010 - 2013
Northern Trust  2004 - 2010
Stein Roe Investment Counsel   2000 - 2004
Van Kampen Funds  1990 - 2000
Fossett Corporation  1988 - 1990
Locke Lord Bissell & Liddell LLP  1983 - 1987

Skills
Investments, Financial Services, Securities, Corporate Law, Financial Advisory, Due Diligence, Asset Management, Mutual Funds, Equities, Corporate Governance, Private Equity, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Estate Planning, Investment Advisory, AML, FINRA, Derivatives, Series 7

Education
University of Pennsylvania Law School   1980 — 1983
JD, Law

Brown University   1975 — 1979
BA, Psychology

Michaela Lemieux Michaela Lemieux San Francisco Bay Area Details
Michaela Lemieux's Stein Roe Investment Counsel Experience 2001 - 2004
Job Eligibility Worker at Employment & Human Services
Industry Financial Services
Experience
Bowhay Investments, LLC   March 2010 - March 2012
Atlantic Trust Private Wealth Management  December 2004 - August 2008
Paul A Bissinger, Jr.   February 1991 - 2006
Stein Roe Investment Counsel   2001 - 2004

Skills
Customer Relations, Customer Satisfaction, Reception, Organizing, Business Correspondence, Records Management, Compliance, Microsoft Office 2007, Quickbooks Pro 2010..., Bookkeeping, Accounts Payable, Accounts Receivable, Payroll Processing, Payroll Taxes, Tax Preparation, Tax Reporting, Portfolio Accounting, Account Reconciliation, Research, Office Management, Data Entry, Forms Processing, Client Services, Medical Terminology, Medical Transcription

Education
Diablo Valley College   1991 — 2007
A.A., Liberal Studies

Adrian Moravcsik, CFA Adrian Moravcsik, CFA San Francisco Bay Area Details
Adrian Moravcsik, CFA's Stein Roe Investment Counsel Experience March 1996 - March 2004
Job former Managing Director for national HNW private corp...seeking new challenge
Industry Investment Management
Experience
independent wealth manager   January 2009 - Present
Atlantic Trust  March 2004 - August 2006
Stein Roe Investment Counsel   March 1996 - March 2004
Bailard, Inc. nee Bailard, Biehl & Kaiser   March 1982 - March 1992

Skills
holistic wealth..., Estate Planning, Personal Tax Planning, strategic asset..., business succession..., Concentrated Stock..., Multi-generational..., option exercise..., Tactical Asset..., Alternative Investments

Education
Stanford University   1977 — 1981
BA, Political Science, Economics, Law

Stanford University   1977 — 1981
BA, Political Science and Government