Top Associate Portfolio Managers in Greater Chicago Area
Sheila Connolly
Associate Portfolio Manager
Greater Chicago Area
Associate Portfolio Manager
Performance Analyst
Private Equity Analyst
Associate
Assistant Manager at Mail Services
Admissions Associate
Lake Forest College
Providence Catholic High School
Recommendations: 3
Leadership
Marketing
Financial Analysis
Operational Excellence
Operations Management
Fixed Income
Fixed Assets
Asset Managment
s****[email protected]
Patrick Hurless
Dynamic Allocation Strategies
Greater Chicago Area
Dynamic Allocation Strategies
Managing Director, Chief Administrative Officer
Client Service Manager
Client Adminstrator / Associate Portfolio Manager
Client Administrator
Northwestern University - Kellogg School of Management
University of Illinois at Chicago
Lane Technical High School
Recommendations: 2
p****[email protected]
Rachael Hall Jaeggin
Associate Portfolio Manager
Greater Chicago Area
Associate Portfolio Manager
Business Owner
Sales Rep, Stylist
Private Banking Counselor
University of Illinois at Chicago
Recommendations: 0
Fashion
Marketing
Customer Service
Sales
Merchandising
Social Media Marketing
New Business Development
Budgets
6****[email protected]
r****[email protected]
Joe Lemon
Investment Product Manager
Greater Chicago Area
Investment Product Manager
Risk Analyst
Associate Portfolio Manager
University of Illinois at Urbana-Champaign
Recommendations: 0
Fixed Income
Equities
Portfolio Management
Wealth Management
Asset Management
Asset Allocation
Investments
Investment Strategies
l****[email protected]
John Patterson
Vice President | Portfolio Manager
Greater Chicago Area
Vice President | Portfolio Manager
Assistant Vice President | Associate Portfolio Manager
Investment Consultant
Junior Fixed Income Trader
UIT Trader
Broker Dealer Support Representative
Stuart School of Business, Illinois Institute of Technology
Southern Illinois University, Carbondale
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Wealth Management
Investment Strategies
Fixed Income
Investment Advisory
Mutual Funds
j****[email protected]
Patrick D. Thompson, CFA, CFP®
Financial Advisor
Greater Chicago Area
Financial Advisor
Associate
Associate Portfolio Manager
Intern
Intern
Intern
Northwestern University - Kellogg School of Management
Northwestern University
Recommendations: 0
p****[email protected]
Matt Pickering
Associate Portfolio Manager
Greater Chicago Area
Associate Portfolio Manager
International Research Analyst
International Investment Analyst
Vice President & Associate Portfolio Manager
Senior Investment Analyst
Investment Analyst
Analyst
Miami University
Hudson High School
Recommendations: 0
Equities
Portfolio Management
Investments
Valuation
Securities
Mutual Funds
Finance
Business Valuation
m****[email protected]
Mike CFA
Investment Strategy & Research
Greater Chicago Area
Investment Strategy & Research
Private Client Group
Progressive Roles at Quantitative Services Group, LLC (QSG)
Senior Portfolio Manager at Harris myCFO
Chief Investment Officer & National Head of Investments, U.S.
Associate Portfolio Manager
Managing Director / Co-Head of Investment Advisory at CTC | myCFO
Director - Data Analytics & Research
Northwestern University - Kellogg School of Management
Northwestern University
Recommendations: 0
m****[email protected]
Maureen Christie Szeszycki
Second Vice President, Private Banking Relationship Manager
Greater Chicago Area
Second Vice President, Private Banking Relationship Manager
Private Banking Relationship Associate
Special Assistant to the Dean
Associate Portfolio Manager
Estate Settlement Trust Associate
Regional Office Investment Assistant
Assistant Trust Administrator
Private Banking Assistant
Saint Xavier University
Saint Xavier University
Recommendations: 0
Banking
Credit
Loans
Commercial Banking
Credit Analysis
Credit Risk
Retail Banking
Portfolio Management
m****[email protected]
Thomas McWalters
Consultant
Greater Chicago Area
Consultant
Associate Board Member
Associate Portfolio Manager
Financial Analyst
Senior Associate
Corporate Banking Intern
Northwestern University - Kellogg School of Management
DePaul University
The University of Sheffield
Highland Park High School
Recommendations: 0
Investment Management
Wealth Management
Financial Analysis
Personal Financial Planning
Economic Research
Non-profit Boards
Portfolio Management
Alternative Investments
t****[email protected]
George Connor
Financial Advisor, Vice President
Greater Chicago Area
Financial Advisor, Vice President
Investment Advisor
Senior Client Relationship Manager
Senior Client Relationship Manager
Director, Client Relationship Manager and Business Development
Vice President, Institutional Sales
Associate Portfolio Manager, Personal Investment Management Group
Trust Officer and Account Executive, Master Trust Services Division
Northwestern University - Kellogg School of Management
University of Notre Dame
Loyola Academy
Recommendations: 0
g****[email protected]
Luke Schillo
Associate Portfolio Manager
Greater Chicago Area
Associate Portfolio Manager
Investment Associate
Investment Manager Relations Representative
Management Trainee
Financial Advisor Intern
Saint Xavier University
Saint Xavier University
Evergreen Park high school
Recommendations: 0
Financial Reporting
Asset Allocation
Asset Management
Banking
Finance
Financial Statements
Fixed Income
Hedge Funds
l****[email protected]
