Whitnell & Co.

Industry: Company

Description

Parent organization: Associated Trust Company, National Association Subsidiary: Whitnell & Co, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWhitnell & CoWebsiteDirections Saved (0) Saved Save 1 Google review Association or organization Address: 701 Harger Rd # 190, Oak Brook, IL 60523 Phone: (630) 575-2300Category: : : : : Website: : Place name: : Hours: Website: https://www.whitnell.com/ Category: Association or 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 Whitnell & Co Posting publicly on the Web Write a review Reviews 1 Google review

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Whitnell & Co. Employees

Employee
Years
Job
Industry
Michelle Pecyna Michelle Pecyna Willowbrook, Illinois Details
Michelle Pecyna's Whitnell & Co. Experience November 2008 - Present
Job Financial Advisor at Whitnell & Co.
Industry Financial Services
Experience
Whitnell & Co.   November 2008 - Present
Midtown Athletic Clubs  October 2000 - Present
Northern Trust  1985 - 1998

Skills
Wealth Management, Investments, Finance, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis

Education
North Central College
Bachelor's degree, Finance, General

DePaul University
Finance, General

College for Financial Planning   2014 — 2015
CFP Certification Professional Education Program

Barbara Whiting Barbara Whiting Greater Chicago Area Details
Barbara Whiting's Whitnell & Co. Experience 2007 - Present
Job Senior Tax Manager at Whitnell & Co
Industry Investment Management
Experience
Whitnell & Co.   2007 - Present

Education
Northern Illinois University
Master's Degree, Taxation

University of Colorado
Bachelor's Degree, Accounting

Christine Sibrava Christine Sibrava Greater Chicago Area Details
Christine Sibrava's Whitnell & Co. Experience May 2011 - Present
Job SVP and Founding Director, Family Office Services at Whitnell & Co.
Industry Financial Services
Experience
Whitnell & Co.   May 2011 - Present
Katten Muchin Rosenman LLP  1998 - 2011
Gresham Partners LLP   1996 - 1998
Private Multi Family Office   1988 - 1996

Education
DePaul University
Master of Science (MS), Taxation

Loyola University of Chicago
Bachelor of Business Administration (BBA), Accounting and Finance

Christy Pedersen Christy Pedersen Greater Chicago Area Details
Christy Pedersen's Whitnell & Co. Experience September 2014 - Present
Job Vice President at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co.   September 2014 - Present
TIAA-CREF  July 2013 - August 2014
UBS Global Asset Management  August 2001 - December 2012
Stax Inc.  2000 - 2001
Brinson Parters   1998 - 2000
Andersen Consulting Strategic Services   1996 - 1998
Harris Associates  1991 - 1996

Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Strategy, Investments, Asset Management, Equity Research, Asset Managment, Financial Services, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Research, Positive Team Player, Investment Strategies, Mentoring, Trading, Equity Valuation, Securities, Capital Markets, Derivatives, Analysis, Due Diligence

Education
Northwestern University - Kellogg School of Management   1993 — 1996
M.M., Finance

Northwestern University   1987 — 1991
BA, Economics

Webster Groves High School   1983 — 1987

Laura Ramel Mattes Laura Ramel Mattes Greater Chicago Area Details
Laura Ramel Mattes's Whitnell & Co. Experience April 2007 - July 2014
Job Vice President at Whitnell & Co.
Industry Financial Services
Experience
Whitnell   July 2014 - Present
Whitnell & Co.   April 2007 - July 2014
LaSalle Bank  September 2005 - April 2007
BMO Harris Bank  May 2001 - September 2005
BMO Harris Bank  September 1995 - May 2001
Metropolitan Planning Council  August 1994 - September 1995
ASCAP  August 1991 - March 1994
National Bank of Canada  April 1988 - May 1991
Credit Lyonnais  June 1983 - January 1986

Skills
Office Administration, Client Relation Skills, Client Services, Executive Administrative, Employee Training, Mentoring, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Board Relations, Travel Planning, Event Planning, Project Management, Clerical Skills, Creative Solutions, Copy Editing, Junxure CRM

Education
Hope College

Robert Peckenpaugh CFA Robert Peckenpaugh CFA Oak Brook, Illinois Details
Robert Peckenpaugh CFA's Whitnell & Co. Experience October 2006 - Present
Job Senior VicePresident at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co.   October 2006 - Present
Peckenpaugh Asset Management, Inc.   September 1991 - September 2006
Morgan Stanley & Co.   April 1987 - September 1991
Morgan Stanley Asset Management  April 1984 - April 1987
Hotchkiss & Peckenpaugh Inc.   February 1977 - April 1984

Education
Northwestern University - Kellogg School of Management   1951 — 1952
M.B.A., Finance

Northwestern University   1947 — 1949
B.S., Finance

Stephen Muto Stephen Muto Greater Chicago Area Details
Stephen Muto's Whitnell & Co. Experience April 2012 - Present
Job Financial Analyst at Whitnell & Company
Industry Financial Services
Experience
Whitnell & Co.   April 2012 - Present
Breakwater Trading  September 2009 - November 2011
Huron Consulting Group  August 2006 - June 2009

Education
University of Notre Dame - Mendoza College of Business   2002 — 2006
BBA, Finance

Susan Lally Susan Lally Greater Chicago Area Details
Susan Lally's Whitnell & Co. Experience October 2013 - Present
Job Executive Assistant
Industry Financial Services
Experience
Whitnell & Co.   October 2013 - Present

Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Research, Budgets, Strategic Planning, Outlook

Education
DePaul University
BA, Business Administration

DePaul University
Bachelor's degree, Business Administration

Mia Erickson, CFP® Mia Erickson, CFP® United States Details
Mia Erickson, CFP®'s Whitnell & Co. Experience September 2007 - Present
Job Senior Vice President at Whitnell & Co.
Industry Financial Services
Experience
Whitnell & Co.   September 2007 - Present

Education
Purdue University   1985 — 1989
B.S., Financial Planning

Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.)

Carolyn Bower, CFP® Carolyn Bower, CFP® Greater Chicago Area Details
Carolyn Bower, CFP®'s Whitnell & Co. Experience January 2012 - Present
Job Associate Advisor at Whitnell & Co
Industry Financial Services
Experience
Whitnell & Co.   January 2012 - Present
Whitnell & Co.   April 2010 - December 2011
Provident Funding Associates L.P.   June 2009 - April 2010

Education
DePaul University   2010 — 2011
Financial Planning Certification Program

University of Illinois at Urbana-Champaign   2005 — 2009
BS, Consumer Economics and Finance

La Scuola Leonardo da Vinci   2008 — 2008

Kathleen Howe-Hrach Kathleen Howe-Hrach Chicago, Illinois Details
Kathleen Howe-Hrach's Whitnell & Co. Experience June 2013 - April 2015
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC  June 2015 - July 2015
Whitnell & Co.   June 2013 - April 2015
Credit Suisse  January 2008 - May 2013
Mueller & Co., LLP   November 2006 - December 2007
Northern Trust  October 2000 - August 2005

Skills
Financial Planning, Financial Analysis, Investments, Wealth Management, Financial Reporting, Tax, Finance, High Net Worth..., Financial Services, Mutual Funds, Auditing, Corporate Tax, Tax Returns, Financial Accounting, Private Equity, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Insurance, General Ledger, Accounting

Education
University of Illinois at Chicago   1982 — 1985
BS Accounting, Accounting

Deborah Grudzien Deborah Grudzien Greater Chicago Area Details
Deborah Grudzien's Whitnell & Co. Experience 2010 - Present
Job Compliance Officer at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co.   2010 - Present
LaSalle Bank  1970 - 2008
LaSalle/ABN AMRO   1970 - 2008
La Salle Bank N.A.   1970 - 2008

Education
DePaul University   1978 — 1983
Bachelor's Degree, Finance, General

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