Top Investment Consultants in Greater Chicago Area
Andrew A. McCullough
Director of Finance / CFO
Greater Chicago Area
Director of Finance / CFO
Manager, Global Risk & Regulatory
Private Equity Investment Consultant
Chief Executive Officer & Chief Financial Officer
The University of Chicago Booth School of Business
University of Denver - Daniels College of Business
Pomona College
Recommendations: 6
Financial Analysis
Corporate Finance
Finance
Risk Management
Valuation
Analysis
Management
Business Process Improvement
a****[email protected]
Zhan Ye
President
Greater Chicago Area
President
Strategic Investment Consultant
Carnegie Mellon University
Illinois Institute of Technology
Recommendations: 5
Developer Relations
Interaction Design
Outsourcing
Public Speaking
Game Development
Entrepreneur
Production
Mobile Games
z****[email protected]
z****[email protected]
Lori Crosley
Senior Consulting Principal
Greater Chicago Area
Senior Consulting Principal
Advisory Board Member
Senior Consultant
Head of Institutional Marketing Strategy, Wells Fargo Funds Management Group
SVP, Head of Institutional Marketing Strategy, Evergreen Investments
Principal, Business Strategy Consultant
Associate Partner, Institutional Investment Consultant
Advisor
Capital Markets Associate
Northwestern University - Kellogg School of Management
Northwestern University
Immaculate High School
The Latin School of Chicago
Recommendations: 4
Investments
Business Strategy
Asset Management
Problem Solving
Marketing Strategy
B2B Marketing
B2B Marketing Strategy
Product Innovation
l****[email protected]
Adam Surkis
Investment Consultant
Greater Chicago Area
Investment Consultant
Relationship Manager- Private Client Group
Financial Representative
Executive Director of Acquisitions
NYSE Floor Broker
NYSE Floor Clerk
NASDAQ Assistant Trader
University of Wisconsin-Madison
Recommendations: 2
Investments
Series 63
Series 7
Series 65
Illinois Life Insurance
a****[email protected]
Joel B. Kolner
Director of Advancement
Greater Chicago Area
Director of Advancement
VP Treasury Management
Vendor Relations Manager
Marketing/Investment Consultant
Senior Investment Consultant / Director of Marketing & Business Development
Midwest Regional Director & Investment Consultant
Wholesale Account Representative
Keller Graduate School of Management of DeVry University
University of Iowa
Indiana University Bloomington
Recommendations: 2
Team Building
Product Management
Business Development
Trade Shows
Collateral
Strategic Communications
Public Relations
Exhibit Design
k****[email protected]
David Burke, CFA®
Vice President, Consultant Relations
Greater Chicago Area
Vice President, Consultant Relations
Investment Consultant
Regional Consultant, Schaumburg, IL Investor Center
Thru-Hike: Georgia to Maine
Retirement Counselor
401(k) Client Relationship Manager
Financial Service/Sales Representative
Thomas More College
University of Kentucky
Recommendations: 1
d****[email protected]
Kristin Kari Sweis
Investment Consultant
Greater Chicago Area
Investment Consultant
Assistant Vice President, Internal Trust Specialist
Commercial Lending
Commercial Loan Operations
Sales Manager
Elmhurst College
Recommendations: 1
Series 7
Series 66
Life and Health Insurance Licenses
Investments
Estate Planning
Wealth Management
Retirement Planning
Securities
k****[email protected]
Mara V. Georgouses
Associate- Global Funds Management
Greater Chicago Area
Associate- Global Funds Management
Institutional Investment Consultant- Morningstar Direct/EnCorr
Account Executive- Advisor Software Group
Investment Consultant
University of Michigan
Recommendations: 0
Microsoft Office
Series 7
Series 66
Health Insurance
Microsoft Excel
Investments
Finance
Sales
m****[email protected]
Sara R. Brown
Financial Consultant
Greater Chicago Area
Financial Consultant
Financial Consultant
Investment Consultant
Financial Associate Field Representative
Store Manager & Buyer
Telecommunicator/Dispatcher
Mental Health Professional-Crisis Triage Worker
Assistant Manager
Customer Service Manager
Illinois State University
Moraine Valley Community College
Recommendations: 0
Financial Analysis
Financial Planning
Sales Management
College Savings Plans
Estate Planning
Sales Support
Salesforce.com
Budgeting
s****[email protected]
Angela Dornseif Cantillon, CFA, CAIA
Associate Partner | Hedge Funds
Greater Chicago Area
Associate Partner | Hedge Funds
Senior Consultant | Hedge Funds
Senior Investment Consultant
Associate
Senior Investment Consultant
Senior Consultant
Corporate Treasurer
The University of Chicago - Booth School of Business
Northern Illinois University
Recommendations: 0
Investment Advisory
Corporate Finance
Corporate Treasury
Endowments
Foundations
Financial Modeling
Consultancy
Program Management
a****[email protected]
Mike Sturman
Registered Associate
Greater Chicago Area
Registered Associate
Associate Investment Consultant
Institutional Sales & Trading
Proprietary Trader
Equity Trader
Options Fund Associate
Head Trading Assistant
Lake Forest College
Avon Old Farms High School
Recommendations: 0
m****[email protected]
Rod Bare
Senior Vice President
Greater Chicago Area
Senior Vice President
Investment Consultant
The University of Chicago - Booth School of Business
Illinois State University
Recommendations: 0
Defined Contribution
ERISA
Equities
Fixed Income Strategies
Alternative Investments
Stable Value
Equity Research
Options
r****[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]
Andres Terronez
Associate Investment Consultant
Greater Chicago Area
Associate Investment Consultant
Investment Specialist
Investment Service Representative II
Personal Banker
Northern Illinois University
University of Illinois at Urbana-Champaign
Fenwick High School
Recommendations: 0
Investments
Bloomberg
Asset Allocation
Wealth Management
Equity Derivatives
Hedge Funds
Portfolio Management
Alternative Investments
a****[email protected]
Ryan LeStrange
Regional Director
Greater Chicago Area
Regional Director
Investment Consultant
REGIONAL VICE PRESIDENT, Account Services
REGIONAL DIRECTOR OF SALES, Account Services
FHRS Associate
Saint Joseph's University
Recommendations: 0
Investments
Analysis
Finance
Sales
Business Planning
Sales Process
Relationship Management
Mutual Funds
r****[email protected]
Joe Cortese
Managing Director
Greater Chicago Area
Managing Director
Senior Investment Consultant
Analyst/Client Service Associate
The University of Chicago - Booth School of Business
University of Iowa - Henry B. Tippie College of Business
Dowling Catholic High School
Recommendations: 0
Asset Allocation
Investments
Investment Advisory
Investment Strategies
Investment Management
Alternative Investments
Portfolio Management
Portfolio Optimization
j****[email protected]
Linda Yi-Li Chiu
Financial & Investment Consultant
Greater Chicago Area
Financial & Investment Consultant
Investment Analyst
Sr. Financial Accountant / Analyst
Investment Coordinator
Vice President - Treasury Advisory, Financial Markets Group
Assistant Vice President - Structured Products, Financial Markets Group
Assistant Manager, Investment Product Center
Supervisor, Investment Department
Section Chief & Senior Dealer, Dealing & Settlement Department
Investment Consultant & Associate, Financial Services Department
University of Illinois at Urbana-Champaign
National Chengchi University
Recommendations: 0
Investments
Derivatives
Securities
Insurance
Financial Analysis
Financial Reporting
life insurance
Life Insurance
l****[email protected]
Paul Abdenour
Vice President Business Development
Greater Chicago Area
Vice President Business Development
Investment Consultant
Vice President
Financial Advisor
Managing Director - Wholesale Division
Sales Associate - Zacks Advisor
Sales Associate
University of Michigan
Brother Rice
Recommendations: 0
Territory Planning
Direct Marketing
Key Account Development
Business Development
Managed Money
Asset Allocation
Asset Managment
Investments
p****[email protected]
Chris DeMale, CFA
SVP, Investment Consultant
Greater Chicago Area
SVP, Investment Consultant
Vice President
Regional Sales Director
Retirement Plan Sales
Regional Associate
Investment Representative
DePaul University - Charles H. Kellstadt Graduate School of Business
Vanderbilt University
Recommendations: 0
Series 7
Series 63
Alternative Investments
Mutual Funds
Asset Allocation
Wealth Management
Securities
Hedge Funds
c****[email protected]
CHRIS KARAM, CIMA® AIFA®
Managing Director & Chief Investment Officer
Greater Chicago Area
Managing Director & Chief Investment Officer
Investment Consultant
University of Pennsylvania - The Wharton School
Miami University
Miami University
Recommendations: 0
Defined Benefit
Post Retirement Medical
403b
Cash Balance Plans
Asset Managment
Portfolio Optimization
Risk Management
c****[email protected]
Aimee O'Connor
Investment Consultant
Greater Chicago Area
Investment Consultant
Senior Analyst
Operations
Loras College
Fenwick High School
Recommendations: 0
Asset Allocation
Mutual Funds
Investments
Investment Strategies
Financial Analysis
Equities
Wealth Management
Finance
a****[email protected]
Joseph Haas, CFA
Senior Product Manager - Defined Contribution Solutions Group
Greater Chicago Area
Senior Product Manager - Defined Contribution Solutions Group
Investment Consultant
Benefit Analyst
DePaul University - Charles H. Kellstadt Graduate School of Business
Marquette University
Recommendations: 0
Spanish
System Improvements
401k
Investments
Excel
Analytical Skills
Goal Oriented
Retirement
j****[email protected]
Kyle Altenburg
Real Estate Broker / Owner / RE Investment Consultant
Greater Chicago Area
Real Estate Broker / Owner / RE Investment Consultant
Director of Operations
Manager of Banking Relations
Loan Officer/Relationship Manager
Western Il
St. Laurence
Recommendations: 0
Loans
Real Estate
Banking
Investors
Cash Flow
Insurance
Credit
Property Management
k****[email protected]
Andrew Fiegel, CFA
Investment Consultant
Greater Chicago Area
Investment Consultant
Senior Research Analyst
Research Analyst
Performance Analyst
University of Illinois at Urbana-Champaign
Recommendations: 0
Investments
Portfolio Management
Asset Managment
Financial Analysis
Hedge Funds
Investment Management
Performance Attribution
Equity Research
a****[email protected]
Michael Garrison, CFA, CFP®
Investment Advisor
Greater Chicago Area
Investment Advisor
Senior Investment Consultant
Principal and Portfolio Manager
Senior Financial Advisor
Senior Financial Analyst
Consultant
The University of Chicago Booth School of Business
Indiana University - Kelley School of Business
Recommendations: 0
m****[email protected]
Phil Bandle
Vice President
Greater Chicago Area
Vice President
Investment Consultant
Investment Consultant
Eastern Illinois University
Recommendations: 0
Wealth Management
Investments
Portfolio Management
Series 7
Insurance
Retirement
Financial Advisory
Financial Services
p****[email protected]
Steve Gillhaus
Vice President - Financial Consultant
Greater Chicago Area
Vice President - Financial Consultant
Portfolio Consultant, Schwab Private Client Investment Advisory
Manager
Associate Investment Consultant
Business Valuation Senior Associate
Northern Illinois University
Recommendations: 0
Financial Analysis
Valuation
Financial Modeling
Wealth Management
Due Diligence
Asset Allocation
Portfolio Management
Investments
s****[email protected]
Rachael Olson
Head of Strategy & Operations, Underwriting
Greater Chicago Area
Head of Strategy & Operations, Underwriting
Manager, Corporate Development
Lead, Business Manager
Strategy & Operations Senior Associate
Strategy & Operations Associate
Associate
Institutional Analyst/Team Lead, Separate Accounts & Collective Trusts
Data Analyst
Marketing Assistant (intern)
Director of Strategic Planning
Director, Product Management & Strategy
Investment Consultant
The University of Chicago - Booth School of Business
University of Chicago
Blue Valley High School
Recommendations: 0
Financial Modeling
Investments
Fixed Income
Equities
Economics
Valuation
Mutual Funds
Investment Management
r****[email protected]
Linda Stephans
Managing Director, Institutional Consulting Director
Greater Chicago Area
Managing Director, Institutional Consulting Director
Managing Director and Institutional Investment Consultant
Senior Vice President
J.L. Kellogg Graduate School of Management at Northwestern University
University of North Carolina at Chapel Hill
Recommendations: 0
l****[email protected]
l****[email protected]
Stanley Azie
Investment Consultant - Greater Los Angeles
Greater Chicago Area
Investment Consultant - Greater Los Angeles
Investment Services Associate
Banker
University of Illinois at Urbana-Champaign
Recommendations: 0
Financial Analysis
Finance
Credit
Retail Banking
Banking
Microsoft Excel
Investments
Asset Management
s****[email protected]
Julie Zakarias CPA, CFP
Principal
Greater Chicago Area
Principal
Investment Consultant
Manager
Manager
CPA
Officer
DePaul University - Charles H. Kellstadt Graduate School of Business
Western Michigan University - Haworth College of Business
Recommendations: 0
Estate Planning
Tax
Retirement
Investment Management
Strategic Financial Planning
Hedge Funds
Asset Managment
Private Equity
j****[email protected]
j****[email protected]
Cory Fulton
Vice President - Senior Investment Analyst
Greater Chicago Area
Vice President - Senior Investment Analyst
Investment Research Analyst
Associate Investment Consultant
Investment Performance Consultant
Cornell University
Fenwick High School
Recommendations: 0
Equities
Asset Allocation
Investments
Fixed Income
Portfolio Management
Valuation
Alternative Investments
Asset Management
c****[email protected]
Patrick Raminski, CFA, CAIA
Investment Consultant
Greater Chicago Area
Investment Consultant
Investment Performance Consultant
Investment Banking Associate
Equity Research Analyst
W. P. Carey School of Business at Arizona State University
Pennsylvania State University
Recommendations: 0
Investments
Equities
Financial Modeling
Fixed Income
Investment Management
Asset Allocation
Mergers & Acquisitions
Equity Research
p****[email protected]
Christopher Francis
Tax Specialist
Greater Chicago Area
Tax Specialist
Internal Wholesaler
Vice President, Investment Consultant
Vice President, Director Business Development Workplace Savings Solutions
Investment Specialist - SMA
Sales Consultant - Major Market Services
State University of New York College at Geneseo
Recommendations: 0
Asset Allocation
Financial Advisory
Risk Management
Series 7
Asset Management
Capital Markets
Mutual Funds
Portfolio Management
t****[email protected]
Bryan Platz
Senior Investment Analyst
Greater Chicago Area
Senior Investment Analyst
Investment Consultant
Recommendations: 0
b****[email protected]
Ryan Lunde
Data Analyst
Greater Chicago Area
Data Analyst
Investment Consultant
Intern
Utility
Landscape Maintanence
Winona State University
Recommendations: 0
PowerPoint
Word
Excel
Microsoft Office
Time Management
Series 63
Microsoft Excel
Microsoft Word
l****[email protected]
Steve Maddox
Senior Manager, Mergers & Acquisitions
Greater Chicago Area
Senior Manager, Mergers & Acquisitions
Advisory Board Member
Fellow
Manager, Mergers & Acquisitions
Program Organizer
Senior Consultant
Director
Investment Consultant
Officer
Cornell University - S.C. Johnson Graduate School of Management
National Intelligence University
Recommendations: 0
Valuation
Program Management
Financial Modeling
Strategic Planning
Business Strategy
Management Consulting
Strategy
Entrepreneurship
s****[email protected]
Joseph Ciccione, CAIA®
Associate Vice President, Investment Consultant
Greater Chicago Area
Associate Vice President, Investment Consultant
Investment Consultant
Service Representative/Territory Support
Registered Representative
University of Illinois at Urbana-Champaign
Recommendations: 0
j****[email protected]
Jody Jungerberg
Default resolution, federal student loan program
Greater Chicago Area
Default resolution, federal student loan program
Financial Planner and Investment Consultant
Adjunct instructor Finance in the MBA program
Senior Advisor - Investments and Financial Planning
Senior Advisor
Senior Portfolio Manager
Senior portfolio investment advisor
Private Banking Manager
Northern Illinois University
CFP®
Guilford
Rockford University
Recommendations: 0
Asset Allocation
Estate Planning
Asset Managment
Retirement Planning
Wealth Management
Portfolio Management
Investments
Financial Advisory
j****[email protected]
John Vogel, ChFC, AIF
Investment Consultant
Greater Chicago Area
Investment Consultant
Retirement Plan & Investment Consultant
Metropolitan State University of Denver
The American College
Recommendations: 0
j****[email protected]
Helen Cawley
Client Manager
Greater Chicago Area
Client Manager
Client Services Manager
Health & Welfare Benefits Service Manager
Health & Welfare Benefits Services Manager
Health & Welfare Benefits Operation Manager
Customer Service Manager
Investment Consultant
Customer Service Manager
University of Limerick
Recommendations: 0
PeopleSoft
Employee Benefits
Customer Service
Training
Coaching
Leadership
Change Management
Process Improvement
h****[email protected]
Lowell Yura
Managing Director, Head of Multi-Asset Solutions
Greater Chicago Area
Managing Director, Head of Multi-Asset Solutions
Managing Director, Head Strategist Americas & UK, Global Investment Solutions
Principal
Senior Consultant
Consulting Actuary and Investment Consultant
The University of Chicago - Booth School of Business
University of Illinois at Urbana-Champaign
Recommendations: 0
Investments
Asset Allocation
Alternative Investments
Hedge Funds
Fixed Income
Equities
l****[email protected]
Jason Ward, MBA
Investment Consultant
Greater Chicago Area
Investment Consultant
AAF Communications Co-Leader
Commercial Credit Risk Administrator
Treasurer
Business Relationship Banker
Accounting Intern
Consumer Banker
Roosevelt University
University of Illinois at Chicago
The University of Chicago Booth School of Business
Recommendations: 0
Excel
PowerPoint
Word
Outlook
Customer Relations
Financial Analysis
Quickbooks
Accounts Payable
j****[email protected]
Chris Wittemann
Company Name
Legal & General Investment Management America
Greater Chicago Area
Company Name
Legal & General Investment Management America
Senior Investment Consultant
Senior Research Analyst
Vice President
University of Chicago
Cornell University
Recommendations: 0
LDI
Team-oriented
Collaborative Leadership
Client Service Oriented
Client Education
Risk Management
Client Services
Fixed Income
c****[email protected]
Kimberly Lecky
Vice President - External Investment Consultant
Greater Chicago Area
Vice President - External Investment Consultant
Senior Internal Investment Consultant
Internal Advisor Consultant
Internal Advisor Service Associate
Registered Client Services Associate
University of Virginia
Radnor High School
Recommendations: 0
Series 7
Series 66
Securities
Financial Advisory
c****[email protected]
Schoettmer Jason
Investment Consultant
Greater Chicago Area
Investment Consultant
Recommendations: 0
Investments
Mutual Funds
j****[email protected]
Steve M.D.
Surgeon
Greater Chicago Area
Surgeon
Investment Consultant
Clinical Assistant Professor Department of Urology
CEO and Founder
Northwestern University
Cedars Sinai Medical Center
UT Health San Antonio
Recommendations: 0
David Ellett
Managing Director
Greater Chicago Area
Managing Director
Family Office Investment Consultant
Chief Financial Officer
Adjunct Professor, School of Management & Business
Managing Director
Founder and Managing Director
Senior Derivatives Trader and Portfolio Manager, USA Trading
Trader
The University of Chicago Booth School of Business
Kenyon College
The Webb Schools
Recommendations: 0
