Wintrust Wealth Management
Industry: Company
DescriptionFounded: 1931 Parent organization: Wintrust Bank Subsidiary: Wayne Hummer Investments L.L.C., Asset Management Arm
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Wintrust Wealth Management Employees
Employee
Years
Job
Industry
Timothy Treacy, CFP® Timothy Treacy, CFP®'s Wintrust Wealth Management Experience January 2014 - Present
Job Vice President, Investments at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management May 2007 - December 2013
GE Money in Ireland April 2006 - August 2006
Education
DePaul University 2009 — 2010
Candidate for CFP Board's Certification
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Finance
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management May 2007 - December 2013
GE Money in Ireland April 2006 - August 2006
Education
DePaul University 2009 — 2010
Candidate for CFP Board's Certification
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Finance
Adria Schmidtke Adria Schmidtke's Wintrust Wealth Management Experience October 2013 - Present
Job Registered Financial Associate at Wintrust Wealth Management
Industry Investment Banking
Experience
Wintrust Wealth Management October 2013 - Present
BMO Harris Bank May 2012 - October 2013
Firstcard January 1992 - December 1996
Education
Iowa State University 1984 — 1988
Bachelor of Science
Wintrust Wealth Management October 2013 - Present
BMO Harris Bank May 2012 - October 2013
Firstcard January 1992 - December 1996
Education
Iowa State University 1984 — 1988
Bachelor of Science
Jan Grimm's Wintrust Wealth Management Experience January 2012 - December 2013
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wintrust Wealth Management January 2012 - December 2013
Wintrust Wealth Management January 2008 - December 2011
Robert W. Baird & Co. May 2004 - January 2008
Liebert Financial Services February 2000 - September 2003
Skills
Financial Guidance, Retirement Planning, Wealth Preservation..., Financial Advisory, Relationship Management, 401k Rollovers, Insurance, Investment planning, Asset Allocation
Education
Crestwood High School, Dearborn Hgts., MI
Michigan Technological University
Bachelor of Science (BS)
Wells Fargo Advisors December 2013 - Present
Wintrust Wealth Management January 2012 - December 2013
Wintrust Wealth Management January 2008 - December 2011
Robert W. Baird & Co. May 2004 - January 2008
Liebert Financial Services February 2000 - September 2003
Skills
Financial Guidance, Retirement Planning, Wealth Preservation..., Financial Advisory, Relationship Management, 401k Rollovers, Insurance, Investment planning, Asset Allocation
Education
Crestwood High School, Dearborn Hgts., MI
Michigan Technological University
Bachelor of Science (BS)
Ashley Valverde's Wintrust Wealth Management Experience December 2010 - Present
Job Executive Assistant to Chairman & CEO at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management December 2010 - Present
Hilton Chicago/Indian Lakes Resort November 2009 - December 2010
Hilton Chicago/Indian Lakes Resort November 2009 - September 2010
Vagabond Cruise June 2009 - September 2009
inPLAY Events LLC May 2008 - September 2009
Skills
Sales, Customer Service, Event Management, Time Management, Hospitality, Microsoft Excel, Marketing, Hotels
Education
Indiana University Bloomington 2005 — 2009
Bachelors Degree of Science in Recreation, Tourism Management, Event Planning
William Fremd High School
Wintrust Wealth Management December 2010 - Present
Hilton Chicago/Indian Lakes Resort November 2009 - December 2010
Hilton Chicago/Indian Lakes Resort November 2009 - September 2010
Vagabond Cruise June 2009 - September 2009
inPLAY Events LLC May 2008 - September 2009
Skills
Sales, Customer Service, Event Management, Time Management, Hospitality, Microsoft Excel, Marketing, Hotels
Education
Indiana University Bloomington 2005 — 2009
Bachelors Degree of Science in Recreation, Tourism Management, Event Planning
William Fremd High School
David Cox, CFA's Wintrust Wealth Management Experience June 1994 - Present
Job Managing Director at Great Lakes Advisors a Wintrust Wealth Management Comany
Industry Investment Management
Experience
Wintrust Wealth Management June 1994 - Present
Skills
Asset Allocation, Securities, Wealth Management, Portfolio Management, Fixed Income, Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Equities, Equity Research, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investment Management, Retirement Planning, Strategic Financial..., Uniform Combined State...
Education
Babson College 1990 — 1994
BS, Economics
The Hill School
Wintrust Wealth Management June 1994 - Present
Skills
Asset Allocation, Securities, Wealth Management, Portfolio Management, Fixed Income, Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Equities, Equity Research, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investment Management, Retirement Planning, Strategic Financial..., Uniform Combined State...
Education
Babson College 1990 — 1994
BS, Economics
The Hill School
Dan Peluse, C(k)P, CPFA, CRPS, AIF, CBFA Dan Peluse, C(k)P, CPFA, CRPS, AIF, CBFA's Wintrust Wealth Management Experience June 2013 - Present
Job Director Corporate Plan Services
Industry Financial Services
Experience
Wintrust Wealth Management June 2013 - Present
Morgan Stanley November 2008 - June 2013
Smith Barney January 2003 - November 2008
Smith Barney January 2002 - December 2002
Skills
Retirement Plan..., 401k, Defined Contribution, Defined Benefit, ERISA, Qualified Retirement..., Retirement Benefits, Investment Advisory, Non-Qualified Deferred..., Financial Education, Deferred Compensation, 403 b, Retirement, Investments, Series 7, Series 63, Series 65, Asset Allocation, Mutual Funds, Employee Benefits, Retirement Planning, Pensions, FINRA, Wealth Management
Education
Elmhurst College 2001 — 2003
Finance
University of Iowa 2000 — 2001
St. Francis High School 1995 — 1999
Wintrust Wealth Management June 2013 - Present
Morgan Stanley November 2008 - June 2013
Smith Barney January 2003 - November 2008
Smith Barney January 2002 - December 2002
Skills
Retirement Plan..., 401k, Defined Contribution, Defined Benefit, ERISA, Qualified Retirement..., Retirement Benefits, Investment Advisory, Non-Qualified Deferred..., Financial Education, Deferred Compensation, 403 b, Retirement, Investments, Series 7, Series 63, Series 65, Asset Allocation, Mutual Funds, Employee Benefits, Retirement Planning, Pensions, FINRA, Wealth Management
Education
Elmhurst College 2001 — 2003
Finance
University of Iowa 2000 — 2001
St. Francis High School 1995 — 1999
Daniel Stauder Daniel Stauder's Wintrust Wealth Management Experience May 2014 - August 2014
Job Student at University of Michigan
Industry
Experience
JMP Securities LLC June 2015 - August 2015
Wintrust Wealth Management May 2014 - August 2014
Onwentsia Country Club May 2009 - September 2013
Education
University of Michigan 2012 — 2016
Economics, Junior
JMP Securities LLC June 2015 - August 2015
Wintrust Wealth Management May 2014 - August 2014
Onwentsia Country Club May 2009 - September 2013
Education
University of Michigan 2012 — 2016
Economics, Junior
Dennis Barron Dennis Barron's Wintrust Wealth Management Experience January 2011 - Present
Job Marketing Assistant at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management January 2011 - Present
Wintrust Wealth Management March 2006 - December 2010
Skills
Marketing Communications, Marketing, Advertising, Corporate Branding, Event Planning, Wealth Management, Microsoft Excel, Customer Service
Education
DePaul University 2008 — 2010
Bachelor of Arts (BA), Communications & Media Studies, Media & Cinema Studies
Northeastern Illinois University 2006 — 2008
Wintrust Wealth Management January 2011 - Present
Wintrust Wealth Management March 2006 - December 2010
Skills
Marketing Communications, Marketing, Advertising, Corporate Branding, Event Planning, Wealth Management, Microsoft Excel, Customer Service
Education
DePaul University 2008 — 2010
Bachelor of Arts (BA), Communications & Media Studies, Media & Cinema Studies
Northeastern Illinois University 2006 — 2008
Michelle Biondo Michelle Biondo's Wintrust Wealth Management Experience April 2011 - Present
Job Chief Operations Officer at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management April 2011 - Present
Wintrust Wealth Management January 2007 - April 2011
Education
Eastern Illinois University 1985 — 1989
Wintrust Wealth Management April 2011 - Present
Wintrust Wealth Management January 2007 - April 2011
Education
Eastern Illinois University 1985 — 1989
Katelyn Struckmeyer Katelyn Struckmeyer's Wintrust Wealth Management Experience August 2015 - Present
Job Administrative Support at Wintrust Wealth Management
Industry Higher Education
Experience
Wintrust Wealth Management August 2015 - Present
Life Time Fitness August 2013 - May 2015
Cheer Ltd, Inc. June 2010 - August 2010
Skills
Higher Education, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Data Entry, Critical Thinking, Time Management, Student Development, Teamwork, Outlook, Sales Management, Customer Service, Restaurants, Cpr Certified, Leadership, Sales, Marketing, Social Networking, Team Building, Coaching, PowerPoint, Training, Event Planning, Fitness, Social Media, Team Leadership, CPR Certified
Education
Lewis University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of DuPage 2009 — 2011
General Studies
Naperville North High School 2005 — 2009
General studies
Wintrust Wealth Management August 2015 - Present
Life Time Fitness August 2013 - May 2015
Cheer Ltd, Inc. June 2010 - August 2010
Skills
Higher Education, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Data Entry, Critical Thinking, Time Management, Student Development, Teamwork, Outlook, Sales Management, Customer Service, Restaurants, Cpr Certified, Leadership, Sales, Marketing, Social Networking, Team Building, Coaching, PowerPoint, Training, Event Planning, Fitness, Social Media, Team Leadership, CPR Certified
Education
Lewis University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of DuPage 2009 — 2011
General Studies
Naperville North High School 2005 — 2009
General studies
Kenneth Cady's Wintrust Wealth Management Experience October 2011 - Present
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management October 2011 - Present
Mid America Investment Services January 1994 - October 2010
Education
Illinois State University 1986 — 1988
Economics
Wintrust Wealth Management October 2011 - Present
Mid America Investment Services January 1994 - October 2010
Education
Illinois State University 1986 — 1988
Economics
Gerard Leenheers's Wintrust Wealth Management Experience December 1998 - Present
Job Vice PresidentSenior Portfolio Manager at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management December 1998 - Present
AT&T June 1981 - November 1998
Skills
Retirement Planning, Investments, Fixed Income, Wealth Management, Series 7, Portfolio Management, Mutual Funds, Strategic Financial..., Investment Management, Estate Planning, Securities, Retirement, Asset Allocation, Equities, Asset Management, Financial Advisory, Risk Management
Education
Butler University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Wintrust Wealth Management December 1998 - Present
AT&T June 1981 - November 1998
Skills
Retirement Planning, Investments, Fixed Income, Wealth Management, Series 7, Portfolio Management, Mutual Funds, Strategic Financial..., Investment Management, Estate Planning, Securities, Retirement, Asset Allocation, Equities, Asset Management, Financial Advisory, Risk Management
Education
Butler University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Todd Bessey Todd Bessey's Wintrust Wealth Management Experience April 2004 - Present
Job Retirement Income Advisor | Business Marketing Strategist | Proactive Mutual Business Networker
Industry Investment Management
Experience
Wintrust Wealth Management April 2004 - Present
McHenry County College Foundation June 2009 - June 2011
Merrill Lynch January 1997 - April 2004
Intercargo Insurance Company January 1992 - December 1996
Trade Insurance Services July 1990 - January 1992
Skills
Wealth Management, Asset Allocation, Wealth Management..., Cash Flow, Tax, Retirement Planning, Strategic Financial..., Investments, Asset Managment, Series 7, Portfolio Management, Retirement, Investment Management, Mutual Funds, Estate Planning, 401k, Insurance, Securities, Alternative Investments, Investment Advisory
Education
Marquette University - College of Business Administration 1986 — 1990
BS, Business Administration - Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, International Business/Finance
Elk Grove High School 1982 — 1986
Wintrust Wealth Management April 2004 - Present
McHenry County College Foundation June 2009 - June 2011
Merrill Lynch January 1997 - April 2004
Intercargo Insurance Company January 1992 - December 1996
Trade Insurance Services July 1990 - January 1992
Skills
Wealth Management, Asset Allocation, Wealth Management..., Cash Flow, Tax, Retirement Planning, Strategic Financial..., Investments, Asset Managment, Series 7, Portfolio Management, Retirement, Investment Management, Mutual Funds, Estate Planning, 401k, Insurance, Securities, Alternative Investments, Investment Advisory
Education
Marquette University - College of Business Administration 1986 — 1990
BS, Business Administration - Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, International Business/Finance
Elk Grove High School 1982 — 1986
Jason Capone, CFP® Jason Capone, CFP®'s Wintrust Wealth Management Experience January 2014 - Present
Job
Industry Financial Services
Experience
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management July 2007 - Present
UBS Wealth Management 2006 - 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Fixed Income, Estate Planning, Securities, Insurance, Managed Money
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance
Wintrust Wealth Management January 2014 - Present
Wintrust Wealth Management July 2007 - Present
UBS Wealth Management 2006 - 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Fixed Income, Estate Planning, Securities, Insurance, Managed Money
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance
Maureen Valentine Maureen Valentine's Wintrust Wealth Management Experience June 2005 - Present
Job 10+ Years in Sales Management
Industry Investment Management
Experience
Wintrust Wealth Management June 2005 - Present
Skills
Management, Sales, Customer Service, Business Strategy, New Business Development, Financial Services, Business Development, Project Management, Sales Management
Education
City Colleges of Chicago-Wilbur Wright College
Associate’s Degree, General Studies, Honors
Morgan Park High School 1979 — 1983
Wintrust Wealth Management June 2005 - Present
Skills
Management, Sales, Customer Service, Business Strategy, New Business Development, Financial Services, Business Development, Project Management, Sales Management
Education
City Colleges of Chicago-Wilbur Wright College
Associate’s Degree, General Studies, Honors
Morgan Park High School 1979 — 1983
Nicholas Avino's Wintrust Wealth Management Experience July 2013 - Present
Job Trust Intern at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management July 2013 - Present
University of Illinois Club Hockey July 2012 - Present
Ramm Plumbing Company May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Photoshop, Accounting, Windows, Social Media, Public Speaking, Outlook
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2013
Bachelor's Degree, Accountancy
Loyola Academy 2006 — 2010
Wintrust Wealth Management July 2013 - Present
University of Illinois Club Hockey July 2012 - Present
Ramm Plumbing Company May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Photoshop, Accounting, Windows, Social Media, Public Speaking, Outlook
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2013
Bachelor's Degree, Accountancy
Loyola Academy 2006 — 2010
Andrew Timson's Wintrust Wealth Management Experience January 2013 - August 2014
Job Associate Portfolio Manager
Industry Investment Management
Experience
Great Lakes Advisors August 2014 - Present
Wintrust Wealth Management January 2013 - August 2014
Wintrust Wealth Management August 2012 - January 2013
Draper and Kramer May 2010 - August 2011
Skills
Microsoft Excel, Analysis, Investments, Customer Service, Microsoft Word, Microsoft Office, Strategic Planning, Research, Budgets, Project Management, Leadership, Marketing, Sales, Public Speaking, Risk Management, Social Media, Data Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2008 — 2012
Business Administration and Management, General
Great Lakes Advisors August 2014 - Present
Wintrust Wealth Management January 2013 - August 2014
Wintrust Wealth Management August 2012 - January 2013
Draper and Kramer May 2010 - August 2011
Skills
Microsoft Excel, Analysis, Investments, Customer Service, Microsoft Word, Microsoft Office, Strategic Planning, Research, Budgets, Project Management, Leadership, Marketing, Sales, Public Speaking, Risk Management, Social Media, Data Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2008 — 2012
Business Administration and Management, General
Phil Bandle Phil Bandle's Wintrust Wealth Management Experience March 2009 - Present
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management March 2009 - Present
Banc of America Investment Services, Inc. August 2003 - March 2009
AG Edwards & Sons March 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Insurance, Retirement, Financial Advisory, Financial Services, 401k, Finance, Management, Asset Allocation
Education
Eastern Illinois University 1990 — 1994
Bachelor of Science
Wintrust Wealth Management March 2009 - Present
Banc of America Investment Services, Inc. August 2003 - March 2009
AG Edwards & Sons March 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Insurance, Retirement, Financial Advisory, Financial Services, 401k, Finance, Management, Asset Allocation
Education
Eastern Illinois University 1990 — 1994
Bachelor of Science
Ethel Kaplan Ethel Kaplan's Wintrust Wealth Management Experience 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
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
Scott Nystuen Scott Nystuen's Wintrust Wealth Management Experience May 2013 - August 2013
Job Financial Analyst at The Warranty Group
Industry Financial Services
Experience
The Warranty Group July 2015 - Present
Capitol Partners, LLC May 2014 - August 2014
Wintrust Wealth Management May 2013 - August 2013
Cole Taylor Bank May 2012 - August 2012
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Finance, International Business
The American University of Rome 2013 — 2013
The Warranty Group July 2015 - Present
Capitol Partners, LLC May 2014 - August 2014
Wintrust Wealth Management May 2013 - August 2013
Cole Taylor Bank May 2012 - August 2012
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Finance, International Business
The American University of Rome 2013 — 2013
Seth Hillenmeyer's Wintrust Wealth Management Experience April 2012 - January 2013
Job Sales Manager at Weed Man Lawn Care and The Mosquito Authority
Industry Marketing and Advertising
Experience
Weed Man Lawn Care and The Mosquito Authority January 2013 - Present
Wintrust Wealth Management April 2012 - January 2013
Wintrust Wealth Management June 2011 - April 2012
Education
Miami University 2007 — 2011
Finance
Weed Man Lawn Care and The Mosquito Authority January 2013 - Present
Wintrust Wealth Management April 2012 - January 2013
Wintrust Wealth Management June 2011 - April 2012
Education
Miami University 2007 — 2011
Finance
Brett Suchy Brett Suchy's Wintrust Wealth Management Experience February 2014 - Present
Job Registered Financial Associate at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management February 2014 - Present
Wintrust Wealth Management September 2012 - February 2014
Wintrust Wealth Management June 2011 - September 2012
Country Financial June 2010 - August 2010
Wasmer & Schroeder Company December 2009 - February 2010
Education
DePauw University 2007 — 2011
BA, Economics, Psychology
Queen Mary University of London 2009 — 2009
BA, Economics
Hinsdale Central High School 2003 — 2007
Wintrust Wealth Management February 2014 - Present
Wintrust Wealth Management September 2012 - February 2014
Wintrust Wealth Management June 2011 - September 2012
Country Financial June 2010 - August 2010
Wasmer & Schroeder Company December 2009 - February 2010
Education
DePauw University 2007 — 2011
BA, Economics, Psychology
Queen Mary University of London 2009 — 2009
BA, Economics
Hinsdale Central High School 2003 — 2007
Jeff Kraus Jeff Kraus's Wintrust Wealth Management Experience
Job Senior Vice PresidentInvestments at Wintrust Wealth ManagementWayne Hummer B.D.
Industry Investment Management
Experience
University of Michigan Alumni Board-Chicago Chapter April 2012 - Present
BEDS Plus Care Homeless Shelter January 1997 - Present
Wayne Hummer Investments, a Wintrust Wealth Company. November 1989 - Present
Wintrust Wealth Management
BEDS Plus Homeless Shelter 2005 - 2009
La Grange Park Library 1999 - 2005
Education
University of Michigan 1984 — 1987
Economics
University of Michigan Alumni Board-Chicago Chapter April 2012 - Present
BEDS Plus Care Homeless Shelter January 1997 - Present
Wayne Hummer Investments, a Wintrust Wealth Company. November 1989 - Present
Wintrust Wealth Management
BEDS Plus Homeless Shelter 2005 - 2009
La Grange Park Library 1999 - 2005
Education
University of Michigan 1984 — 1987
Economics
David Johnson, CFP® David Johnson, CFP®'s Wintrust Wealth Management Experience 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wintrust Wealth Management 2006 - Present
First Chicago/JPMorgan Chase February 1997 - December 2006
Skills
Asset Allocation, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Securities, Investments, Financial Planning, 401k, Retirement, Estate Planning, Fixed Income, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA
North Park University 1982 — 1983
BA, Fine Art
Illinois Institute of Technology 1977 — 1982
Architecture
Wintrust Wealth Management 2006 - Present
First Chicago/JPMorgan Chase February 1997 - December 2006
Skills
Asset Allocation, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Securities, Investments, Financial Planning, 401k, Retirement, Estate Planning, Fixed Income, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA
North Park University 1982 — 1983
BA, Fine Art
Illinois Institute of Technology 1977 — 1982
Architecture
Jennifer Marlowe, RP® Jennifer Marlowe, RP®'s Wintrust Wealth Management Experience July 2011 - Present
Job Vice President at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wintrust Wealth Management July 2011 - Present
Wintrust Wealth Management May 2005 - August 2011
Wachovia Securities January 2002 - January 2004
Charles Schwab & Co. Inc 1997 - 2002
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Mutual Funds, Banking, Sales, Finance, Wealth Management, Financial Risk, Analysis, Financial Services, Financial Planning
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), Business Marketing
College for Financial Planning 2010 — 2011
Certificate, Registered Paraplanner
Wintrust Wealth Management July 2011 - Present
Wintrust Wealth Management May 2005 - August 2011
Wachovia Securities January 2002 - January 2004
Charles Schwab & Co. Inc 1997 - 2002
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Mutual Funds, Banking, Sales, Finance, Wealth Management, Financial Risk, Analysis, Financial Services, Financial Planning
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), Business Marketing
College for Financial Planning 2010 — 2011
Certificate, Registered Paraplanner
Ashley Woodburn's Wintrust Wealth Management Experience January 2010 - January 2012
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
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
Ann-Marie Barron Ann-Marie Barron's Wintrust Wealth Management Experience May 2011 - March 2014
Job Executive Assistant and Tutor at Wellman Psychology & Associates S.C.
Industry Information Technology and Services
Experience
Wellman Psychology & Associates S.C. November 2014 - Present
George Jon March 2014 - November 2014
Wintrust Wealth Management May 2011 - March 2014
Jewel Food Stores November 2007 - May 2011
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts (BA), Psychology, Cum Laude
Harper College 2009 — 2011
Associate of Arts (AA)
Wellman Psychology & Associates S.C. November 2014 - Present
George Jon March 2014 - November 2014
Wintrust Wealth Management May 2011 - March 2014
Jewel Food Stores November 2007 - May 2011
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts (BA), Psychology, Cum Laude
Harper College 2009 — 2011
Associate of Arts (AA)
Anna Higgins's Wintrust Wealth Management Experience 2000 - Present
Job Senior Financial Associate at Wayne Hummer Investments
Industry Financial Services
Experience
Wayne Hummer Investments March 2000 - Present
Wintrust Wealth Management 2000 - Present
Skills
Asset Allocation, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Asset Management, Securities, Investments, Relationship Management, Credit Analysis, Project Management, Financial Modeling, Risk Management, Management, Microsoft Excel, Credit, Strategic Planning, Business Development, Commercial Lending, Mortgage Lending, Entrepreneurship, Microsoft Word, Estate Planning, Insurance, Process Improvement, Business Strategy, Hyperion HFM, Marketing Strategy, Marketing, Financial Analysis, Investment Management, Microsoft Office, Finance, Sales, Customer Service
Education
Northwood University 2005 — 2007
Bachelor, Business Administration
Wayne Hummer Investments March 2000 - Present
Wintrust Wealth Management 2000 - Present
Skills
Asset Allocation, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Asset Management, Securities, Investments, Relationship Management, Credit Analysis, Project Management, Financial Modeling, Risk Management, Management, Microsoft Excel, Credit, Strategic Planning, Business Development, Commercial Lending, Mortgage Lending, Entrepreneurship, Microsoft Word, Estate Planning, Insurance, Process Improvement, Business Strategy, Hyperion HFM, Marketing Strategy, Marketing, Financial Analysis, Investment Management, Microsoft Office, Finance, Sales, Customer Service
Education
Northwood University 2005 — 2007
Bachelor, Business Administration
Niki Harwood Niki Harwood's Wintrust Wealth Management Experience January 2011 - May 2012
Job Senior Analyst, Consumer Insights at Experian Marketing Services
Industry Market Research
Experience
Experian Marketing Services May 2013 - Present
The NPD Group May 2012 - January 2013
Wintrust Wealth Management January 2011 - May 2012
Communispace August 2007 - August 2010
VOX Inc. March 2006 - August 2007
Griffith, Grant & Lackie Realtors April 2005 - March 2006
Skills
Project Management, Leadership, Creative Writer, Customer Experience..., Marketing, Marketing Communications, Customer Insight, Program Management, Social Media Marketing, Marketing Strategy, Email Marketing, CRM, Online Advertising, Research, Business Development, Marketing Research, Social Media, Strategic Planning, Analytics, Business Strategy, B2B, Market Research, Marketing Management, Strategy, Consumer Behaviour, Segmentation, Online Marketing, Product Marketing, Consumer Insight, Brand Management, Digital Strategy, Advertising, Integrated Marketing, Competitive Analysis, Account Management, Digital Marketing, Sales, New Business Development, Direct Marketing, E-commerce, Salesforce.com, Online Research, Social Networking, Google Analytics, B2B Marketing, Analysis, Digital Media, Data Analysis, Product Management, Lead Generation
Education
Columbia College Chicago
Bachelor's Degree, Marketing Communications - emphasis in Market Research
Experian Marketing Services May 2013 - Present
The NPD Group May 2012 - January 2013
Wintrust Wealth Management January 2011 - May 2012
Communispace August 2007 - August 2010
VOX Inc. March 2006 - August 2007
Griffith, Grant & Lackie Realtors April 2005 - March 2006
Skills
Project Management, Leadership, Creative Writer, Customer Experience..., Marketing, Marketing Communications, Customer Insight, Program Management, Social Media Marketing, Marketing Strategy, Email Marketing, CRM, Online Advertising, Research, Business Development, Marketing Research, Social Media, Strategic Planning, Analytics, Business Strategy, B2B, Market Research, Marketing Management, Strategy, Consumer Behaviour, Segmentation, Online Marketing, Product Marketing, Consumer Insight, Brand Management, Digital Strategy, Advertising, Integrated Marketing, Competitive Analysis, Account Management, Digital Marketing, Sales, New Business Development, Direct Marketing, E-commerce, Salesforce.com, Online Research, Social Networking, Google Analytics, B2B Marketing, Analysis, Digital Media, Data Analysis, Product Management, Lead Generation
Education
Columbia College Chicago
Bachelor's Degree, Marketing Communications - emphasis in Market Research
Sophia Bautista Sophia Bautista's Wintrust Wealth Management Experience October 2008 - Present
Job Registered Financial Associate at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management October 2008 - Present
Dreyfus 1993 - 2008
Skills
Wealth Management, Securities, Asset Allocation, Series 7, Mutual Funds, Equities, Uniform Combined State..., Portfolio Management, Fixed Income, Insurance, Investments, 401k Rollovers, Retirement Planning, Financial Advisory, Retirement, Series 63, Series 66, Hold Series 7, 401k, Estate Planning, Strategic Financial...
Education
Colorado Technical University 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.8
Wintrust Wealth Management October 2008 - Present
Dreyfus 1993 - 2008
Skills
Wealth Management, Securities, Asset Allocation, Series 7, Mutual Funds, Equities, Uniform Combined State..., Portfolio Management, Fixed Income, Insurance, Investments, 401k Rollovers, Retirement Planning, Financial Advisory, Retirement, Series 63, Series 66, Hold Series 7, 401k, Estate Planning, Strategic Financial...
Education
Colorado Technical University 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.8
Jeffrey Sweno's Wintrust Wealth Management Experience December 2009 - Present
Job First Vice President, Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management December 2009 - Present
Northern Trust Securities January 1999 - December 2009
Northern Trust 1999 - 2009
Dain Rauscher 1996 - 2000
Merrill Lynch 1987 - 1992
US Army 1982 - 1987
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Asset Management, Commercial Lending, Wealth Management..., Finance, Relationship Management, Banking, Equities, Retirement Planning
Education
Chaminade University of Honolulu 1985 — 1987
MBA, Business Management
University of Wisconsin-Whitewater 1976 — 1982
BBA, Finance
Whitewater High School 1972 — 1976
Wintrust Wealth Management December 2009 - Present
Northern Trust Securities January 1999 - December 2009
Northern Trust 1999 - 2009
Dain Rauscher 1996 - 2000
Merrill Lynch 1987 - 1992
US Army 1982 - 1987
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investments, Asset Management, Commercial Lending, Wealth Management..., Finance, Relationship Management, Banking, Equities, Retirement Planning
Education
Chaminade University of Honolulu 1985 — 1987
MBA, Business Management
University of Wisconsin-Whitewater 1976 — 1982
BBA, Finance
Whitewater High School 1972 — 1976
Megan Drew's Wintrust Wealth Management Experience November 2014 - Present
Job HR Generalist at Wintrust Wealth Management
Industry Human Resources
Experience
Wintrust Wealth Management November 2014 - Present
Wintrust Wealth Management May 2013 - November 2014
Global Distribution Services, Inc. October 2012 - April 2013
Red Bull January 2012 - September 2012
Houlihan's Restaurants, Inc. August 2011 - August 2012
Shelton Group May 2010 - August 2010
Parris Communications January 2010 - May 2010
Skills
Human Resources, Training, Employee Benefits, Social Media, Facebook, Sales, Leadership, Customer Service, Marketing, Press Releases, Public Relations, Event Management, Recruiting, Time Management, Claims Handling, Employee Relations
Education
University of Kansas 2006 — 2011
Communications, Human Resources, Business, Health and Exercise Science
Wintrust Wealth Management November 2014 - Present
Wintrust Wealth Management May 2013 - November 2014
Global Distribution Services, Inc. October 2012 - April 2013
Red Bull January 2012 - September 2012
Houlihan's Restaurants, Inc. August 2011 - August 2012
Shelton Group May 2010 - August 2010
Parris Communications January 2010 - May 2010
Skills
Human Resources, Training, Employee Benefits, Social Media, Facebook, Sales, Leadership, Customer Service, Marketing, Press Releases, Public Relations, Event Management, Recruiting, Time Management, Claims Handling, Employee Relations
Education
University of Kansas 2006 — 2011
Communications, Human Resources, Business, Health and Exercise Science
Timothy Notaro Timothy Notaro's Wintrust Wealth Management Experience March 2004 - Present
Job Senior Vice President Investments at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management March 2004 - Present
Northern Trust Securities, Inc. February 1992 - March 2004
Dean Witter September 1989 - December 1992
Skills
Wealth Management, Wealth Accumulation..., Financial Services, Investments, Financial Advisory, Finance
Education
St. Norbert College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Wintrust Wealth Management March 2004 - Present
Northern Trust Securities, Inc. February 1992 - March 2004
Dean Witter September 1989 - December 1992
Skills
Wealth Management, Wealth Accumulation..., Financial Services, Investments, Financial Advisory, Finance
Education
St. Norbert College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Oliver Merrill's Wintrust Wealth Management Experience May 2015 - Present
Job Summer Intern at Wintrust Wealth Management
Industry Law Practice
Experience
Wintrust Wealth Management May 2015 - Present
SC Johnson June 2014 - September 2014
Wild River Guide Company May 2011 - August 2013
Natural Resources Defense Council October 2012 - June 2013
Credit Suisse June 2009 - August 2009
Orvis June 2008 - August 2008
Skills
Research, US politics, Environmental Policy, Wildlife Conservation, Nonprofits, Regulatory Analysis, International Relations, Estate Planning, Wills, Trusts, Estate & Gift Taxation, Charitable Gift Planning, Probate Law, Personal Trust...
Education
University of Wisconsin Law School 2013 — 2016
Doctor of Law (JD), Estate Planning
Williams College 2006 — 2011
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 2002 — 2006
Wintrust Wealth Management May 2015 - Present
SC Johnson June 2014 - September 2014
Wild River Guide Company May 2011 - August 2013
Natural Resources Defense Council October 2012 - June 2013
Credit Suisse June 2009 - August 2009
Orvis June 2008 - August 2008
Skills
Research, US politics, Environmental Policy, Wildlife Conservation, Nonprofits, Regulatory Analysis, International Relations, Estate Planning, Wills, Trusts, Estate & Gift Taxation, Charitable Gift Planning, Probate Law, Personal Trust...
Education
University of Wisconsin Law School 2013 — 2016
Doctor of Law (JD), Estate Planning
Williams College 2006 — 2011
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 2002 — 2006
Anthony Jovanovich's Wintrust Wealth Management Experience June 2012 - Present
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management June 2012 - Present
Chase September 2003 - June 2012
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Psychology
Wintrust Wealth Management June 2012 - Present
Chase September 2003 - June 2012
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Psychology
Stephen Sperling Stephen Sperling's Wintrust Wealth Management Experience September 2007 - Present
Job Senior Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management September 2007 - Present
LaSalle Financial Services June 2000 - August 2007
Skills
Investments, Portfolio Management, Equities, Fixed Income, Banking, Wealth Management, Asset Management, Mutual Funds, Series 7, Securities, Series 63, Series 65, Variable Life & Health...
Education
Northern Illinois University 1993 — 1996
Driscoll High School 1987 — 1991
Wintrust Wealth Management September 2007 - Present
LaSalle Financial Services June 2000 - August 2007
Skills
Investments, Portfolio Management, Equities, Fixed Income, Banking, Wealth Management, Asset Management, Mutual Funds, Series 7, Securities, Series 63, Series 65, Variable Life & Health...
Education
Northern Illinois University 1993 — 1996
Driscoll High School 1987 — 1991
Corrine Ballmann's Wintrust Wealth Management Experience July 2009 - September 2012
Job Operations at Pentwater Capital
Industry Financial Services
Experience
Pentwater Capital Management October 2013 - Present
Oppenheimer & Co. September 2012 - September 2013
Wintrust Wealth Management July 2009 - September 2012
Citigroup May 2008 - May 2009
EBS Asset Management May 2007 - May 2008
Skills
Equities, Financial Modeling, Mutual Funds, Sales, Investments, Portfolio Management, Financial Accounting, Series 7, Asset Allocation, Analysis, Wealth Management, Finance
Education
University of Dayton 2004 — 2008
Finance
Pentwater Capital Management October 2013 - Present
Oppenheimer & Co. September 2012 - September 2013
Wintrust Wealth Management July 2009 - September 2012
Citigroup May 2008 - May 2009
EBS Asset Management May 2007 - May 2008
Skills
Equities, Financial Modeling, Mutual Funds, Sales, Investments, Portfolio Management, Financial Accounting, Series 7, Asset Allocation, Analysis, Wealth Management, Finance
Education
University of Dayton 2004 — 2008
Finance
Joshua Luff, CFA's Wintrust Wealth Management Experience 2014 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Wintrust Wealth Management 2014 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Business
Indiana University Bloomington 2000 — 2003
BS, Business-Finance
Wintrust Wealth Management 2014 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Business
Indiana University Bloomington 2000 — 2003
BS, Business-Finance
Andy Knott, CFP®'s Wintrust Wealth Management Experience October 2011 - Present
Job Fiduciary PM & planner, ethics instructor, Pulitzer nominee, prosecutor, Forest Gumping life's complexities
Industry Financial Services
Experience
Wintrust Wealth Management October 2011 - Present
Morgan Stanley September 2001 - September 2011
Signature Security Pty., Australia/New Zealand 1998 - 2001
Cook County State's Attorney 1990 - 1998
Chicago Tribune 1979 - 1987
Skills
Mergers & Acquisitions, Marketing, Series 7, Asset Allocation, Asset Management, Securities
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA
The John Marshall Law School 1982 — 1986
JD
University of Tennessee-Knoxville 1977 — 1981
BS, Communications
Wintrust Wealth Management October 2011 - Present
Morgan Stanley September 2001 - September 2011
Signature Security Pty., Australia/New Zealand 1998 - 2001
Cook County State's Attorney 1990 - 1998
Chicago Tribune 1979 - 1987
Skills
Mergers & Acquisitions, Marketing, Series 7, Asset Allocation, Asset Management, Securities
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA
The John Marshall Law School 1982 — 1986
JD
University of Tennessee-Knoxville 1977 — 1981
BS, Communications
Tracy (Dahlin) Schultz's Wintrust Wealth Management Experience August 1996 - Present
Job Senior Financial Associate at Wintrust Wealth Management
Industry Investment Management
Experience
Wintrust Wealth Management August 1996 - Present
Investment Management & Research April 1994 - August 1996
Education
Moraine Valley Community College 1993 — 1995
none, General Business courses
Wintrust Wealth Management August 1996 - Present
Investment Management & Research April 1994 - August 1996
Education
Moraine Valley Community College 1993 — 1995
none, General Business courses
Scott Fortiano's Wintrust Wealth Management Experience January 2010 - Present
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management January 2010 - Present
National City Bank May 2003 - March 2010
Morgan Stanley July 1995 - April 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Wealth Management, Risk Management, Asset Management, Banking, Asset Allocation, Securities, Fixed Income, Series 7, Mutual Funds
Education
North Central College 1989 — 1993
Bachelor of Arts, Finance
Wintrust Wealth Management January 2010 - Present
National City Bank May 2003 - March 2010
Morgan Stanley July 1995 - April 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Retirement Planning, Wealth Management, Risk Management, Asset Management, Banking, Asset Allocation, Securities, Fixed Income, Series 7, Mutual Funds
Education
North Central College 1989 — 1993
Bachelor of Arts, Finance
Renee Cooper's Wintrust Wealth Management Experience March 2011 - Present
Job Financial Consultant at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management March 2011 - Present
Accenture 1982 - 1986
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Series 66, Illinois Life and..., Financial Consultant..., Portfolio Management, Securities, Estate Planning, Fixed Income, Investments, Financial Analysis, Private Banking, Finance, Strategic Financial..., Asset Management, Series 63, Long Term Care Insurance, Banking, Uniform Combined State..., Equities, Financial Modeling, Financial Advisory, Investment Management, Alternative Investments, Series 65, 401k, Mortgage Lending, Insurance, Hedge Funds, Management, Small Business Lending, Risk Management, Treasury Management, Retirement, Relationship Management, Capital Markets, Commercial Lending
Education
University of Notre Dame 1980 — 1982
MBA, Marketing, Accounting
Michigan State University 1974 — 1978
Bachelor of Science, Microbiology/Public Health
Wintrust Wealth Management March 2011 - Present
Accenture 1982 - 1986
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Series 66, Illinois Life and..., Financial Consultant..., Portfolio Management, Securities, Estate Planning, Fixed Income, Investments, Financial Analysis, Private Banking, Finance, Strategic Financial..., Asset Management, Series 63, Long Term Care Insurance, Banking, Uniform Combined State..., Equities, Financial Modeling, Financial Advisory, Investment Management, Alternative Investments, Series 65, 401k, Mortgage Lending, Insurance, Hedge Funds, Management, Small Business Lending, Risk Management, Treasury Management, Retirement, Relationship Management, Capital Markets, Commercial Lending
Education
University of Notre Dame 1980 — 1982
MBA, Marketing, Accounting
Michigan State University 1974 — 1978
Bachelor of Science, Microbiology/Public Health
George Hovany's Wintrust Wealth Management Experience 2008 - Present
Job Vice President at Wayne Hummer Asset Management
Industry Investment Management
Experience
Wayne Hummer Asset Management November 2009 - Present
Wintrust Wealth Management 2008 - Present
Skills
Series 7, Asset Management, Investments, Wealth Management, Mutual Funds, Securities, Fixed Income, Equities, Retirement Planning, Insurance, Financial Planning, Portfolio Management, Asset Managment, Alternative Investments
Education
Loyola University of Chicago
Bachelor of Science (BS)
Wayne Hummer Asset Management November 2009 - Present
Wintrust Wealth Management 2008 - Present
Skills
Series 7, Asset Management, Investments, Wealth Management, Mutual Funds, Securities, Fixed Income, Equities, Retirement Planning, Insurance, Financial Planning, Portfolio Management, Asset Managment, Alternative Investments
Education
Loyola University of Chicago
Bachelor of Science (BS)
Eric Munger's Wintrust Wealth Management Experience July 2006 - Present
Job Director of Strategy & Marketing, Wintrust Wealth Management
Industry Investment Management
Experience
Wintrust Wealth Management July 2006 - Present
LaSalle Bank January 2001 - May 2006
Oliver Wyman April 1996 - March 2000
Skills
Corporate Strategy..., Project Management, Organizational..., Acquisition Integration, Performance Improvement, Leadership, Sales Management, Strategy
Education
J.L. Kellogg Graduate School of Management 1992 — 1996
Master of Business Administration (MBA), Finance and Strategy
University of Michigan 1984 — 1989
BSE, Mechanical Engineering
Wintrust Wealth Management July 2006 - Present
LaSalle Bank January 2001 - May 2006
Oliver Wyman April 1996 - March 2000
Skills
Corporate Strategy..., Project Management, Organizational..., Acquisition Integration, Performance Improvement, Leadership, Sales Management, Strategy
Education
J.L. Kellogg Graduate School of Management 1992 — 1996
Master of Business Administration (MBA), Finance and Strategy
University of Michigan 1984 — 1989
BSE, Mechanical Engineering
Stephen Sperling's Wintrust Wealth Management Experience 2012 - Present
Job Senior Vice President of Investments at Wayne Hummer Investments
Industry Investment Management
Experience
Wintrust Wealth Management 2012 - Present
Wintrust Wealth Management July 2007 - December 2012
ABN AMRO Investment Services, INC. May 2000 - September 2007
BMO Harris Bank May 1998 - April 2000
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, Securities, Series 63, Asset Management, Financial Planning
Education
Northern Illinois University 1994 — 1996
Harper College 1991 — 1994
Wintrust Wealth Management 2012 - Present
Wintrust Wealth Management July 2007 - December 2012
ABN AMRO Investment Services, INC. May 2000 - September 2007
BMO Harris Bank May 1998 - April 2000
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, Securities, Series 63, Asset Management, Financial Planning
Education
Northern Illinois University 1994 — 1996
Harper College 1991 — 1994
Kate Valenti's Wintrust Wealth Management Experience July 2007 - July 2011
Job Business Services Manager at CBRE
Industry Marketing and Advertising
Experience
CBRE June 2015 - Present
Kraft Foods Group August 2013 - June 2015
Accenture June 2012 - August 2012
Wintrust Wealth Management July 2007 - July 2011
Skills
Marketing, Marketing Strategy, Integrated Marketing, Analytics, Series 7, Sales, Project Management, Customer Insight, Portfolio Management, Strategy, Business Development, Social Media Marketing, Advertising
Education
Kellogg School of Management 2011 — 2013
MBA, Marketing, Management & Strategy, Managerial Economics
Georgetown University 2003 — 2007
Bachelor of Arts (BA), Psychology, English
Loyola Academy 1999 — 2003
CBRE June 2015 - Present
Kraft Foods Group August 2013 - June 2015
Accenture June 2012 - August 2012
Wintrust Wealth Management July 2007 - July 2011
Skills
Marketing, Marketing Strategy, Integrated Marketing, Analytics, Series 7, Sales, Project Management, Customer Insight, Portfolio Management, Strategy, Business Development, Social Media Marketing, Advertising
Education
Kellogg School of Management 2011 — 2013
MBA, Marketing, Management & Strategy, Managerial Economics
Georgetown University 2003 — 2007
Bachelor of Arts (BA), Psychology, English
Loyola Academy 1999 — 2003
Wesley Crane's Wintrust Wealth Management Experience June 2010 - August 2010
Job MBA Candidate, Southern Methodist University, Class of 2016
Industry Higher Education
Experience
Great Lakes Advisors June 2011 - June 2014
Wintrust Wealth Management June 2010 - August 2010
Education
Southern Methodist University 2014 — 2016
MBA Candidate Class of 2016
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Economics
Lake Forest Academy 2003 — 2007
Great Lakes Advisors June 2011 - June 2014
Wintrust Wealth Management June 2010 - August 2010
Education
Southern Methodist University 2014 — 2016
MBA Candidate Class of 2016
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Economics
Lake Forest Academy 2003 — 2007
Xavier Quinn's Wintrust Wealth Management Experience September 2008 - June 2014
Job Patient Coordinator at Lakeview Immediate Care
Industry Health, Wellness and Fitness
Experience
Lakeview Immediate Care June 2014 - May 2015
Wintrust Wealth Management September 2008 - June 2014
Nike August 2012 - March 2013
Perkins Coie LLP June 2007 - August 2008
Skills
Public Speaking, Computer Software..., Volunteer Recruiting, Time Management, Stock Management, Account Reconciliation, Healthcare, Athletic Performance, Video Production, Youth Mentoring
Education
Robert Morris University - Illinois 2012 — 2014
Bachelor's degree, Business Administration and Management, General
Lakeview Immediate Care June 2014 - May 2015
Wintrust Wealth Management September 2008 - June 2014
Nike August 2012 - March 2013
Perkins Coie LLP June 2007 - August 2008
Skills
Public Speaking, Computer Software..., Volunteer Recruiting, Time Management, Stock Management, Account Reconciliation, Healthcare, Athletic Performance, Video Production, Youth Mentoring
Education
Robert Morris University - Illinois 2012 — 2014
Bachelor's degree, Business Administration and Management, General
elif gundogdu's Wintrust Wealth Management Experience ReceptionistRE/MAX $
Job .. at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management ReceptionistRE/MAX $
Skills
Banking, Finance, Customer Service, Management, Microsoft Office
Education
Oakton Community College 2015 — 2016
Political Science and Government
Wintrust Wealth Management ReceptionistRE/MAX $
Skills
Banking, Finance, Customer Service, Management, Microsoft Office
Education
Oakton Community College 2015 — 2016
Political Science and Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY