The Chicago Trust Company, A Wintrust Wealth Management Company
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The Chicago Trust Company, A Wintrust Wealth Management Company Employees
The Chicago Trust Company, a Wintrust Wealth Management Company April 2012 - Present
Suburban Bank & Trust February 2000 - March 2012
St. Paul Trust Company June 1998 - February 2000
Beverly Trust Company March 1985 - June 1998
Skills
Investments
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1981 — 1984
Doctor of Law (JD)
University of Arizona 1968 — 1972
Bachelor of Arts (BA), English & Psychology
The Chicago Trust Company, A Wintrust Wealth Management Company January 2006 - Present
State Bank of the Lakes May 1986 - January 2006
O'connor Brooks & Co December 1969 - May 1986
Skills
Income Tax, Trust Services, Trust Management, Tax Preparation, Tax Returns, Tax, Banking, Accounting, Estate Planning, Strategic Financial..., CPA
Education
Loras College 1962 — 1966
Bachelor of Arts (BA), Accounting
The Chicago Trust Company, a Wintrust Wealth Management Company January 2007 - Present
Northern Trust August 1997 - December 2006
Skills
Portfolio Management, Asset Allocation, Investment Management, Wealth Management, Investments, Estate Planning, Retirement Planning, Asset Management, Fixed Income, Equities, Mutual Funds, Securities, Strategic Financial..., High Net Worth..., Series 7, IRAs, Financial Markets, FINRA, Financial Planning
Education
Illinois Institute of Technology 2000 — 2002
Master of Science (M.S.), Financial Markets
Lake Forest College 1993 — 1997
Bachelor of Arts (B.A.), Business and Mathematics
The Chicago Trust Company, a Wintrust Wealth Management Company January 2003 - Present
Wintrust Wealth Management 2003 - Present
Cole Taylor Bank September 2001 - January 2003
American Heart Association April 1999 - October 2000
The Field Museum April 1997 - March 1999
Skills
Wealth Management, Fixed Income, Asset Allocation, Securities, Equities, Investments, Estate Planning, Portfolio Management, Retirement Planning, Series 7, Investment Management, Asset Management, Wealth Management..., Strategic Financial..., High Net Worth..., Financial Planning
Education
Northwestern University School of Law 1981 — 1984
JD, Law
Harvard University 1965 — 1980
PhD, English Literature
Occidental College 1961 — 1965
Bachlor of Arts, English & American Literature
Goldman Sachs December 2014 - Present
Goldman Sachs April 2013 - December 2014
The Chicago Trust Company, A Wintrust Wealth Management Company October 2009 - April 2013
Wintrust Wealth Management January 2010 - January 2012
UBS Financial Services May 2008 - January 2009
Skills
Investments, Portfolio Management, Financial Analysis, CRM, Series 7, Sales, Mutual Funds, Customer Service, Series 63, Leadership, Process Improvement, Training, Alternative Investments, Asset Allocation, Investment Management
Education
International Business Institute 2009 — 2009
International Business & Finance
Olivet Nazarene University 2005 — 2009
Bachelor of Science (B.S.), Economics/Finance
The Chicago Trust Company, A Wintrust Wealth Management Company May 2013 - Present
First National Bank of Illinois August 2007 - May 2013
MB Financial Bank 2003 - 2007
South Holland Trust & Savings Bank 1999 - 2003
Skills
Wealth Management, Investments, Banking, Estate Planning, Portfolio Management, Financial Planning, Retirement Planning, Asset Management, Trusts, Mutual Funds, Wealth Management..., Training, Securities
Education
Southern Illinois University School of Law 1988 — 1991
Juris Doctor, Law
Eureka College 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Wayne Hummer Investments, a Wintrust Wealth Management Company January 2015 - Present
The Chicago Trust Company, A Wintrust Wealth Management Company June 2014 - December 2014
The Children's Museum of Indianapolis January 2014 - May 2014
Butler University August 2010 - May 2014
Indianapolis Symphony Orchestra September 2013 - December 2013
The Chicago Trust Company, A Wintrust Wealth Management Company May 2012 - August 2013
Chicago Children's Museum May 2012 - November 2012
Skills
Event Planning, Data Entry, Research, Project Planning, Marketing, PowerPoint, Microsoft Office, Higher Education, Microsoft Word, Microsoft Excel, Teamwork, Fundraising, Event Management, Communication, Time Management
Education
Butler University 2010 — 2014
Bachelor's Degree, Arts Administration and French
Lyons Township High School 2006 — 2010
High School, High School/Secondary Diploma Programs
Chicago Equity Partners, LLC September 1998 - Present
The Chicago Trust Company, A Wintrust Wealth Management Company January 1995 - January 1997
The Feldman Investment Group, Inc. January 1990 - January 1995
The Feldman Investment Group, Inc. January 1988 - January 1990
Feldman Investment Group, Inc. September 1985 - January 1988
Donaldson, Lufkin & Jenrette April 1985 - August 1985
Skills
CFA, Hedge Funds, Alternative Investments, Chartered Financial..., Investment Management
Education
Northern Illinois University 1980 — 1983
BS, Finance Economics
The Chicago Trust Company, A Wintrust Wealth Management Company April 2015 - Present
Freelance Administrative Assistant January 2012 - Present
Town Bank A Wintrust Community Bank January 2010 - April 2015
TCF Bank August 1992 - June 2009
TCF Bank August 1992 - June 2009
Mars Cheese Castle April 1988 - August 1992
Madrigrano Distributing July 1987 - April 1988
Skills
PowerPoint, Microsoft Office, Customer Service, Banking, Loans, Sales, Accounts Receivable, Microsoft Excel, Retail Banking, Credit, Risk Management
Education
GTC 2015 — 2018
Associate's degree, Administrative Assistant and Secretarial Science, General
University of Wisconsin Milwaukee-University Outreach Department of Business and 1996 — 2000
Certificate, Administrative Professional
Gateway Technical College 1985 — 1987
Associates, Accounting
Mary D. Bradford High School 1982 — 1985
Accounting and Marketing
The Chicago Trust Company, A Wintrust Wealth Management Company May 2013 - Present
First National Bank of Illinois June 2010 - April 2013
Park National Bank September 2007 - May 2010
Great Lakes Trust Company May 1999 - August 2007
Skills
Portfolio Management, Asset Allocation, Investment Management, Retirement Planning, Relationship Management
Education
College for Financial Planning
pursuing CFP certification, Financial Planning
Sponsored by the ISCEBS and the Wharton School of Business 1998 — 2000
Retirement Plans Associate (RPA) designation, Retirement Plan Administration and Consultation
ABA National Graduate Employee Benefits Trust School 1992 — 1993
Employee Benefits, Employee Benefits
Northern Illinois University 1984 — 1988
Bachelor of Science (BS), Economics
The Chicago Trust Company, A Wintrust Wealth Management Company January 2000 - Present
Bank One June 1989 - December 1999
Skills
Financial Analysis, Banking, Estate Planning, Portfolio Management, Wealth Management, Mutual Funds, Financial Planning, Investments
Education
DePaul University 1994 — 1998
Bachelor's Degree, Accounting