The Chicago Trust Company, A Wintrust Wealth Management Company

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The Chicago Trust Company, A Wintrust Wealth Management Company Employees

Employee
Years
Job
Industry
Alyne Polikoff Alyne Polikoff Greater Chicago Area Details
Alyne Polikoff's The Chicago Trust Company, A Wintrust Wealth Management Company Experience April 2012 - Present
Job Senior Vice President & Trust Officer at The Chicago Trust Company, a Wintrust Wealth Management Company
Industry Financial Services
Experience
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

Roger V Manderscheid Roger V Manderscheid Antioch, Illinois Details
Roger V Manderscheid's The Chicago Trust Company, A Wintrust Wealth Management Company Experience January 2006 - Present
Job Trust Professional & CPA
Industry Financial Services
Experience
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

Maria Gordon Maria Gordon Greater Chicago Area Details
Maria Gordon's The Chicago Trust Company, A Wintrust Wealth Management Company Experience January 2007 - Present
Job Vice President and Portfolio Manager at The Chicago Trust Company, a Wintrust Wealth Management Company
Industry Financial Services
Experience
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

Ethel Kaplan Ethel Kaplan Greater Chicago Area Details
Ethel Kaplan's The Chicago Trust Company, A Wintrust Wealth Management Company Experience January 2003 - Present
Job SENIOR VICE PRESIDENT at The Chicago Trust Company, A Wintrust Wealth Management Company
Industry Financial Services
Experience
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

Ashley Woodburn Ashley Woodburn Chicago, Illinois Details
Ashley Woodburn's The Chicago Trust Company, A Wintrust Wealth Management Company Experience October 2009 - April 2013
Job Goldman Sachs Asset Management
Industry Financial Services
Experience
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

Lisa Wegner Morris Lisa Wegner Morris Greater Chicago Area Details
Lisa Wegner Morris's The Chicago Trust Company, A Wintrust Wealth Management Company Experience May 2013 - Present
Job Vice President & Trust Administrator at The Chicago Trust Company, A Wintrust Wealth Management Company
Industry Financial Services
Experience
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

Claire Mayo Claire Mayo Greater Chicago Area Details
Claire Mayo's The Chicago Trust Company, A Wintrust Wealth Management Company Experience June 2014 - December 2014
Job IRA Specialist at Wayne Hummer Investments
Industry Financial Services
Experience
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

Michelle D. Maguire, CFA Michelle D. Maguire, CFA Glenview, Illinois Details
Michelle D. Maguire, CFA's The Chicago Trust Company, A Wintrust Wealth Management Company Experience January 1995 - January 1997
Job Managing Director Institutional Sales and Client Service
Industry Investment Management
Experience
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

Pamela Kibler-Ervin Pamela Kibler-Ervin Greater Milwaukee Area Details
Pamela Kibler-Ervin's The Chicago Trust Company, A Wintrust Wealth Management Company Experience April 2015 - Present
Job Trust Associate at The Chicago Trust Company, A Wintrust Wealth Management Company
Industry Banking
Experience
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

Robert Bresnahan Robert Bresnahan Greater Chicago Area Details
Robert Bresnahan's The Chicago Trust Company, A Wintrust Wealth Management Company Experience May 2013 - Present
Job Vice President and Trust Officer at The Chicago Trust Company
Industry Investment Management
Experience
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

Jennifer Czerwinski Jennifer Czerwinski United States Details
Jennifer Czerwinski's The Chicago Trust Company, A Wintrust Wealth Management Company Experience January 2000 - Present
Job Senior Vice President & Trust Officer at The Chicago Trust Company, A Wintrust Wealth Management Company
Industry Investment Management
Experience
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