Wayne Hummer Investments, A Wintrust Wealth Management Company Sep 1, 1998 - Sep 1, 2005
Senior Portfolio Manager
Harris Trust and Savings Bank 1986 - 1998
Senior Portfolio Manager, Personal Trust
Kovitz Investment Group 1986 - 1998
Principal, Senior Financial Advisor
Education:
Northwestern University 2009 - 2010
Depaul University - Charles H. Kellstadt Graduate School of Business 1996 - 1998
Master of Business Administration, Masters, Finance
Augustana College 1982 - 1986
Bachelors, Bachelor of Arts, Finance
Skills:
Retirement Planning Estate Planning Wealth High Net Worth Individuals Investments Retirement Income Strategies Charitable Giving Financial Advice Private Wealth Management Asset Allocation