Stein Roe Investment Counsel
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
Stein Roe Investment Counsel List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stein Roe Investment Counsel. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Stein Roe Investment Counsel Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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