WILLIAM HARRIS INVESTORS, INC.

Description

Address: 191 N Upper Wacker Dr # 1500, Chicago, IL 60606 Phone: (312) 621-0590: : : : : Hours: Website: : Place name: Category: Website: https://www.whi.com/ Category: Investment service 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 William Harris Investors Inc Posting publicly on the Web Write a review Reviews Be the first to review

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

WILLIAM HARRIS INVESTORS, INC. Salaries. You can even request information on how much does WILLIAM HARRIS INVESTORS, INC. pay if you want to. Learn about salaries, pros and cons of working for WILLIAM HARRIS INVESTORS, INC. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

13 WILLIAM HARRIS INVESTORS, INC. employees in database. Find out everything there's to know about WILLIAM HARRIS INVESTORS, INC. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

WILLIAM HARRIS INVESTORS, INC. Employees

Employee
Years
Job
Industry
Lisa Tunney Lisa Tunney Greater Chicago Area Details
Lisa Tunney's WILLIAM HARRIS INVESTORS, INC. Experience August 1994 - Present
Job Accounting Manager at William Harris Investors, Inc.
Industry Financial Services
Experience
William Harris Investors, Inc.   August 1994 - Present

Skills
Financial Reporting, Forecasting, Accounting

Education
Eastern Illinois University
Bachelor of Science (B.S.), Accounting

David Novick David Novick Greater Milwaukee Area Details
David Novick's WILLIAM HARRIS INVESTORS, INC. Experience September 2004 - October 2009
Job President Johnson Keland Management, Inc.
Industry Individual & Family Services
Experience
Johnson Keland Management, Inc.   July 2010 - Present
WIlliam Harris Investors, Inc.   September 2004 - October 2009
Security Capital Research & Management Inc.   May 1998 - November 2003
Katten Muchin & Zavis  September 1989 - June 1998

Skills
Client Development, Corporate Governance, Securities, Investments, Asset Management, Finance, Private Equity, Wealth Management, Hedge Funds, Financial Services, Contract Negotiation, Alternative Investments, Capital Markets, Mutual Funds, Financial Structuring

Education
Boston University Questrom School of Business   1986 — 1989
BSBA, Finance

University of Illinois College of Law   1986 — 1989
Doctor of Law (JD)

Evan Wood Evan Wood Chicago, Illinois Details
Evan Wood's WILLIAM HARRIS INVESTORS, INC. Experience October 2014 - Present
Job Analyst at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc.   October 2014 - Present
Cortland Capital Market Services LLC  May 2013 - October 2014
Zacks Investment Research  August 2011 - April 2013
Bankers Trust Company  June 2010 - August 2011
Wells Fargo  August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance   June 2008 - August 2009

Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting

Education
DePaul University   2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management

Drake University   2005 — 2009
BSBA with Honors, Finance and Insurance

Anne (Schumacher) Shukwit Anne (Schumacher) Shukwit Chicago, Illinois Details
Anne (Schumacher) Shukwit's WILLIAM HARRIS INVESTORS, INC. Experience June 2014 - Present
Job Client Services Administrator at William Harris Investors, Inc.
Industry Financial Services
Experience
William Harris Investors, Inc.   June 2014 - Present
IDP Foundation, Inc.   March 2009 - June 2014
American Capital  April 2007 - January 2009
#7 Elementary & Middle School   September 2006 - January 2007
Make-A-Wish Foundation  May 2006 - August 2006

Skills
Nonprofits, Event Planning, Philanthropy, Social Media, Raiser's Edge, Grants, Fundraising, Non-profits, International..., Community Development, Program Management

Education
Indiana University Bloomington   2002 — 2006

Upper Arlington High School   1998 — 2002

Marc Bassewitz Marc Bassewitz Greater Chicago Area Details
Marc Bassewitz's WILLIAM HARRIS INVESTORS, INC. Experience August 2009 - Present
Job Vice President, General Counsel and Chief Compliance Officer at William Harris Investors, Inc.
Industry Investment Management
Experience
William Harris Investors, Inc.   August 2009 - Present
Bally Total Fitness  January 2005 - November 2007
Latham & Watkins  September 1982 - December 2004

Education
University of Michigan Law School   1977 — 1980

University of Michigan   1974 — 1977
BA, Political Science

Jack Polsky Jack Polsky Chicago, Illinois Details
Jack Polsky's WILLIAM HARRIS INVESTORS, INC. Experience January 1994 - Present
Job President and CEO at William Harris Investors, Inc.
Industry Investment Management
Experience
William Harris Investors, Inc.   January 1994 - Present

Education
JL Kellogg School of Management   1991 — 1993
Master of Business Administration (MBA), Finance, Real Estate, Marketing, and Organizational Behavior

Harvard University   1984 — 1988
Bachelors Degree, Biology

Stacey Rooney Stacey Rooney Greater Chicago Area Details
Stacey Rooney's WILLIAM HARRIS INVESTORS, INC. Experience August 2006 - April 2007
Job Executive Assistant at IMS
Industry Marketing and Advertising
Experience
Omnicom Group - IMS   May 2008 - Present
D.A. STUART   February 2008 - April 2008
CLAYMORE SECURITIES, INC.   July 2007 - December 2007
WILLIAM HARRIS INVESTORS, INC.   August 2006 - April 2007
RETAIL MANAGEMENT PIER 1 IMPORTS/ PETCO   March 2005 - August 2006
UNITED STATES NAVY  May 2000 - July 2004

Skills
Able To Multi-task, Organizing, PowerPoint, Excel, Word, Client Services, Visio, Anticipates Needs, Attention To Detail, Able to work..., Able to work as part of..., Discount Negotiation, Solution Oriented, Management, Payroll, Microsoft Excel, Microsoft Word, Event Planning, Project Management, Outlook, Budgets, Time Management, Customer Service, Public Speaking, Training, Leadership, Microsoft Office

Education
University of Notre Dame   1996 — 2000
BA, Business Administration, Management - Human Relations

Trevor McClain-Duer, CFA, CPA Trevor McClain-Duer, CFA, CPA Chicago, Illinois Details
Trevor McClain-Duer, CFA, CPA's WILLIAM HARRIS INVESTORS, INC. Experience May 2010 - Present
Job Senior Valuation Specialist
Industry Financial Services
Experience
William Harris Investors, Inc.   May 2010 - Present
Sunnyside Condominiums   June 2013 - Present
Ernst & Young  August 2006 - May 2010

Education
The Ohio State University Fisher College of Business   2005 — 2006
Masters in Accounting, Accounting

University of Notre Dame - Mendoza College of Business   2001 — 2005
BA, Accounting

Lauren Kelly Lauren Kelly Greater Chicago Area Details
Lauren Kelly's WILLIAM HARRIS INVESTORS, INC. Experience September 2006 - Present
Job Alternatives Analyst at William Harris Investors, Inc.
Industry Financial Services
Experience
William Harris Investors, Inc.   September 2006 - Present
Morningstar  June 2004 - August 2006

Education
University of Missouri-Columbia

Sarah Ehrlich Sarah Ehrlich Greater Los Angeles Area Details
Sarah Ehrlich's WILLIAM HARRIS INVESTORS, INC. Experience March 2010 - October 2013
Job PreMed/General Sciences Student at UCLA
Industry Research
Experience
UCLA Health  April 2014 - Present
UCLA  December 2013 - Present
Rosalind Franklin University  July 2013 - October 2013
William Harris Investors, Inc.   March 2010 - October 2013
Northwestern University  January 2012 - June 2013
O'Hagan Spencer LLC   July 2008 - January 2010
Garrett-Evangelical Theological Seminary (located on the campus of Northwestern University)   January 2007 - May 2008
Northwestern University - Electrical Engineering & Computer Science   May 2007 - February 2008
Northwestern University-Medill   January 2005 - August 2006
Northwestern University-Medill   June 2004 - January 2005

Skills
Research, Data Analysis, Editing, Microsoft Office, Nonprofits, Public Speaking, Event Planning

Education
University of California, Los Angeles   2014 — 2015
Pre-Physical Therapy Studies

Northwestern University   2012 — 2013
Pre-Physical Therapy Studies

Garrett Evangelical Theological Seminary   2006 — 2008
MTS, Comparative Ancient Religion, History, and Literature

Ryan Rosenthal, CFA Ryan Rosenthal, CFA Greater Chicago Area Details
Ryan Rosenthal, CFA's WILLIAM HARRIS INVESTORS, INC. Experience April 2015 - Present
Job Senior Equity Analyst at William Harris Investors, Inc.
Industry Investment Management
Experience
William Harris Investors, Inc.   April 2015 - Present
Channing Capital Management   December 2010 - April 2015
Sidoti & Company, LLC   October 2007 - November 2010
The Vanguard Group  February 2004 - August 2005

Skills
Equities, Bloomberg, Investments, Financial Modeling, Equity Research, Valuation, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Investment Strategies, Equity Valuation, Bloomberg Terminal, Securities, Investment Advisory, Alternative Investments, Series 63, Investment Management, Mutual Funds

Education
Penn State University   2005 — 2007
MBA

State University of New York at Binghamton   1999 — 2003
B.A.

Naomi Wamburu Naomi Wamburu Greater Boston Area Details
Naomi Wamburu's WILLIAM HARRIS INVESTORS, INC. Experience July 2006 - January 2009
Job Senior Accountant at Forest Capital Partners
Industry Venture Capital & Private Equity
Experience
Forest Capital Partners  May 2009 - Present
William Harris Investors, Inc.   July 2006 - January 2009
Trident Financial Services, LLC   January 2005 - July 2006

Skills
Financial Reporting, Financial Analysis, Hyperion Enterprise, Financial Modeling, General Ledger, Account Reconciliation, Accounting

Education
Suffolk University - Sawyer Business School   2010 — 2015
Master’s Degree, Accounting

Suffolk University - Sawyer Business School   2010 — 2015
Master of Business Administration (M.B.A.)

Northeastern university
BSBA, Finance

Susan Mallmann Susan Mallmann Cary, Illinois Details
Susan Mallmann's WILLIAM HARRIS INVESTORS, INC. Experience January 2009 - November 2013
Job Controller at First National Assets
Industry Financial Services
Experience
First National Assets  November 2013 - Present
William Harris Investors, Inc.   January 2009 - November 2013
Allstate Investments, LLC  August 2006 - January 2009
PPM America  February 2004 - August 2006
Harris Alternatives, LLC (Now Aurora Investment Management LLC)   August 2002 - February 2004
Ernst & Young  May 1999 - August 2002

Education
The University of Chicago Booth School of Business   2003 — 2006
Master of Business Administration (MBA), Finance

University of Virginia   1999 — 2000
Master of Science (MS), Accounting

University of Wisconsin-Madison   1995 — 1999
Bachelor of Business Administration (BBA), Finance