Top Senior Portfolio Managers in Greater Chicago Area

Gregory Shumski
Advisor, Project Management
Greater Chicago Area
Advisor, Project Management
Assistant Vice President, Senior Portfolio Manager
Assistant Vice President, Senior Program, Project and Resource Manager
AVP Senior Project Manager
Associate
Program and Technical Manager, CDMA Wireless Infrastructure Applications
Technical Lead, Software Services and Quality Management
Senior Manager, Firmware Development, Common Software Services & Diagnostics
Senior Product Development Manager, Enterprise Routers and Access Modules
Head, Software Engineering
Engineering Program Manager / Senior Systems Engineer
Senior Software Engineer
Central Connecticut State University
Recommendations: 15
Business Transformation
Certified Project Manager
Governance
Six Sigma
Requirements Analysis
Contract Negotiation
Licensing
Re-engineering
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Michele Rath
Senior Marketing Manager, Anesthesia Portfolio
Greater Chicago Area
Senior Marketing Manager, Anesthesia Portfolio
Data Analyst
Independent Commercial Pharma Consultant
Computer Support Assistant
Senior Director, Marketing Operations
Independent Consultant to AuroMedics Pharma LLC
Data Consultant
Independent Marketing Consultant
Field Systems Specialist
Senior Portfolio Manager, Premixes & Micronutrients
Trend Consultant
Senior Manager Value Marketing, Market Access | US Biosimilars
Director of Marketing, Product Management & Sales Force Effectiveness
Sr. Product Manager, Marketing Product Development
Northern Illinois University
Recommendations: 5
Market Strategy
Analytics
Product Development
Competitive Analysis
Product Management
Product Launch
Marketing Strategy
Product Marketing
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Michael Whiteside
Commercial Portfolio Manager
Greater Chicago Area
Commercial Portfolio Manager
Loan Review Specialist
VP & Senior Portfolio Manager
FVP & Relationship Manager
Credit Analyst
DePaul University - Charles H. Kellstadt Graduate School of Business
Illinois State University
Recommendations: 2
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Mark Sansoterra, CFA
Vice President, Senior Portfolio Manager
Greater Chicago Area
Vice President, Senior Portfolio Manager
Trading assistant
Northwestern University - Kellogg School of Management
Michigan State University
Hillsdale College
Recommendations: 1
Valuation
Portfolio Management
Financial Modeling
Investments
Financial Analysis
Equities
Asset Management
Asset Allocation
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Rick Newman
President
Greater Chicago Area
President
Vice President of Portfolio Management
Vice President of Remarketing
Senior Portfolio Manager
District Manager Inside Sales
Inside Sales Representative
Inside Sales Representative
Billing Specialist
Northern Illinois University - College of Business
Harper College
Recommendations: 1
Process Improvement
Account Management
Start-ups
Strategy
Management
New Business Development
Sales Operations
Sales
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Maura J. Murrihy, CFA
Board Member--CFA Society of Chicago. Advisory Member--CFA Institute Asset Manager Code of Conduct.
Greater Chicago Area
Board Member--CFA Society of Chicago. Advisory Member--CFA Institute Asset Manager Code of Conduct.
Executive Director
Senior Vice President and Senior Program Manager
Principal/Global Leader-Equity Manager Research--Aon Hewitt, Leader Long-Only Research--EnnisKnupp
Senior Portfolio Manager
EVP and Director of Equity Research
Director/Equity Research, Portfolio Manager/Trader, Security Analyst, Financial Officer/Trust Dept.
Northwestern University - Kellogg School of Management
Saint Mary's College
Recommendations: 0
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Samantha Abner-Wallace
Financial Specialist
Greater Chicago Area
Financial Specialist
Financial Advisor
Senior Portfolio Manager
Vice President, Portfolio Manager
North Central College
Clark Atlanta University
Recommendations: 0
Investments
Portfolio Management
Asset Allocation
Mutual Funds
Finance
Financial Services
Asset Management
Leadership
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Jeff Park
Senior Portfolio Manager
Greater Chicago Area
Senior Portfolio Manager
Interim CEO
Audit Manager
Board Of Directors
Chairman and CEO
Executive Vice President, Chief Operating Officer
Executive Vice President and Chief Financial Officer
Senior Financial Analyst
Brock University
Recommendations: 0
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Daniel Gunsberg
Chief Operating Officer
Greater Chicago Area
Chief Operating Officer
Chief Operating Officer | Managing Principal
Managing Principal | Senior Portfolio Manager
Short Term Interest Rate Trader
Equity Trader | Principal
The Ohio State University
Recommendations: 0
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Aldo AIF®
Chief Investment Officer
Greater Chicago Area
Chief Investment Officer
Director of Investments
Senior Portfolio Manager
Portfolio Manager
Assistant Portfolio Manager
Assistant Vice President – Technology Business Analyst
Senior Specialist – Technology Analyst
Villanova University
City University of New York-Baruch College - Zicklin School of Business
Staten Island Technical High School
Recommendations: 0
Chartered Financial Analyst
Investment Strategies
Asset Allocation
Investment Management
Asset Managment
Portfolio Management
Institutional Investments
Investment Policy Statements
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adam fleishman
Senior Portfolio Manager
Greater Chicago Area
Senior Portfolio Manager
Senior Vice President - Wealth Managment
Trader
UNC Chapel Hill
UNC Chapel Hill
Recommendations: 0
FX Options
Commodity
Alternative Investments
Portfolio Management
Derivatives
Asset Allocation
Wealth Management Services
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Lisa Haag
Board of Trustees, Merrill Lynch Insurance Group Variable Insurance Trust
Greater Chicago Area
Board of Trustees, Merrill Lynch Insurance Group Variable Insurance Trust
Director, Fixed Income & Currency
VP, Investments & Senior Portfolio Manager
SVP, Senior Fixed Income Portfolio Manager
Independent Director
Director, Investment Strategy
Managing Director, Asset Backed Finance,
Managing Director, Head of Fixed Income Research
The University of Chicago - Booth School of Business
Georgetown University
Recommendations: 0
Investment Strategies
Collaborative Working
Investments
Fixed Income
Asset Allocation
Asset Management
Alternative Investments
Investment Management
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Yann CFA
Summer Analyst
Greater Chicago Area
Summer Analyst
Investment Analyst
Vice President
Senior Portfolio Manager
Co-Chief Investment Officer
Investment Analyst
IE (Instituto de Empresa)
Southern Methodist University
Recommendations: 0
Value Investing
Fundamental Analysis
Financial Analysis
Equity Research
Buy-side
Investment Management
Investment Strategies
Equity Trading
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Alison Hefele Bonney
Senior Portfolio Manager - Foundation & Institutional Advisors
Greater Chicago Area
Senior Portfolio Manager - Foundation & Institutional Advisors
Private Banker, Midwest Asset Management
Investment Officer
Investor Relations
Business Strategy Development
Consultant
Dartmouth College - The Tuck School of Business at Dartmouth
Wellesley College
Recommendations: 0
Endowments
Portfolio Management
Asset Managment
Investments
Private Equity
Financial Analysis
Financial Modeling
Alternative Investments
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Rod Heckman, CFA, CPWA®
Senior Vice President, Senior Portfolio Manager
Greater Chicago Area
Senior Vice President, Senior Portfolio Manager
Senior Portfolio Manager
Portfolio Manager
Registered Representative
University of Wisconsin-Eau Claire
Recommendations: 0
Portfolio Management
Asset Allocation
Relationship Management
Wealth Management
Asset Managment
Equities
Investment Strategies
Mutual Funds
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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
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Sally Giegerich
Senior Portfolio Manager
Greater Chicago Area
Senior Portfolio Manager
Portfolio Manager
Investment Associate
DePaul University
University of Illinois at Urbana-Champaign
Recommendations: 0
Wealth Management Services
Asset Allocation
Fixed Income
Portfolio Management
Strategic Planning
Investment Strategies
Investments
Investment Management
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Terri Maurer
Senior Portfolio Manager
Greater Chicago Area
Senior Portfolio Manager
General Manager
General Manager
Property Manager
Property Manager
Management Associate
Northwestern University - Kellogg School of Management
DePaul University
Recommendations: 0
Real Estate
New Business Development
Tenant
Property Management
Selling
Strategic Planning
Commercial Real Estate
Real Estate Transactions
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Brian O'Connor
Director of Dealer Lending
Greater Chicago Area
Director of Dealer Lending
Senior Portfolio Manager
Business Development Manager
Operations Manager
Branch Manager
Operations Manager
Duke University - The Fuqua School of Business
University of Virginia
WSHS
Recommendations: 0
Commercial Lending
Underwriting
Due Diligence
Sales Management
Deal Structure
Loss Prevention
Loans
Financial Analysis
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Jacob Fox
Senior Portfolio Manager - Regional Advisory Team
Greater Chicago Area
Senior Portfolio Manager - Regional Advisory Team
Regional Director of Goals Driven Investing & Sr. Portfolio Manager, Vice President
Portfolio Manager
Investment Associate
Portfolio Accounting Analyst
Michigan State University - The Eli Broad College of Business
Nouvel Catholic Central
Recommendations: 0
Portfolio Management
Asset Allocation
Asset Management
Wealth Management
Mutual Funds
Economics
Financial Markets
Alternative Investments
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Nicholas CFA
Senior Vice President, Co-CIO, Head of International & Global Strategies, Senior Portfolio Manager
Greater Chicago Area
Senior Vice President, Co-CIO, Head of International & Global Strategies, Senior Portfolio Manager
Risk Analyst
Risk Analyst
Analyst
DePaul University - Charles H. Kellstadt Graduate School of Business
DePaul University
Recommendations: 0
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Elias Mellul
Financial Advisor
Greater Chicago Area
Financial Advisor
Relationship Banker
Investment Specialist
Senior Portfolio Manager
Precious Metals Dealer
Northern Illinois University
Northern Illinois University
Recommendations: 0
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Ted Flint
Vice President and Senior Portfolio Manager
Greater Chicago Area
Vice President and Senior Portfolio Manager
Vice President and Portfolio Manager
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
Recommendations: 0
Investment Policy
High Net Worth Individuals
Portfolios
Asset Allocation
Investment Strategies
Fixed Income
Wealth Management
Equities
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Donald CFA
Senior Vice President - Senior Portfolio Manager
Greater Chicago Area
Senior Vice President - Senior Portfolio Manager
Vice President - Portfolio Manager
2nd Vice President - Portfolio Manager
Senior Fund Accountant
Midwest Regional Sales Manager
Sales Representative
Sales Manager
Sales Representative
Artillery Officer
Investment Associate
Roosevelt University
Valparaiso University
Recommendations: 0
Technical and fundamental equity research and valuation
Asset Allocation
Portfolio Management
Investments
Asset Management
Excel
Word
PowerPoint
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Alice Klimek
Senior Manager Campaign Operations & CRM
Greater Chicago Area
Senior Manager Campaign Operations & CRM
Manager Strategic Marketing & Product Manager
Sr. Database Marketing Manager
Sr. Direct Marketing Manager
Senior Portfolio Manager
Lake Forest Graduate School of Management
Recommendations: 0
Marketing Strategy
Cross Channel Marketing
Email Marketing
Direct Marketing
Cross-functional Team Leadership
Database Marketing
Product Marketing
Circulation
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Lisa Garling
Director
Greater Chicago Area
Director
Vice President - Senior Portfolio Manager
Resolution & Receivership Specialist
M&A Intermediary
Director
Banking Associate
Corporate Banking Associate
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Michigan
Recommendations: 0
Portfolio Management
Mergers & Acquisitions
Valuation
Credit
Banking
Financial Services
Equities
Credit Risk
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Prakhar CFA
Managing Director of Strategy
Greater Chicago Area
Managing Director of Strategy
Senior Portfolio Manager, Real Estate & Natural Resources
Senior Portfolio Manager, Public Markets & Absolute Return
Manager - Risk & Asset Allocation
Senior Quantitative Analyst
The University of Chicago Booth School of Business
CFA Institute
The Ohio State University
Recommendations: 0
Portfolio Management
Hedge Funds
Investments
Alternative Investments
Real Estate
Natural Resources
Risk Management
Emerging Markets
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Rhonda Hopps
Senior Portfolio Manager
Greater Chicago Area
Senior Portfolio Manager
Vice President
Chief Growth Officer
Chief Executive Officer
Board Member
Board Member/Board Chair
Stanford University Graduate School of Business
Northwestern University
Evanston Township High School
Recommendations: 0
Investments
Real Estate Economics
Finance
Equities
Non-profits
Real Estate
Financial Structuring
Project Finance
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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
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Ken Fink CFA
Senior Vice President
Greater Chicago Area
Senior Vice President
Senior Investment Advisor
Senior Portfolio Manager
Portfolio Manager
Northwestern University - Kellogg School of Management
Taylor University
Recommendations: 0
Investments
Alternative Investments
Investment Strategies
Asset Managment
Asset Allocation
High Net Worth Individuals
Investment Advisory
Asset Management
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Peggy CFA
Managing Director, Investments & Retirement
Greater Chicago Area
Managing Director, Investments & Retirement
Sr. Portfolio Manager, Director of External Asset Management
Managing Director
Director, Senior Portfolio Manager
Portfolio Manager, Associate Partner
Recommendations: 0
Asset Management
Investments
Portfolio Management
Strategy
Fixed Income
Investment Strategies
Investment Management
Institutional Investments
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Curt Mitchell
Managing Director
Greater Chicago Area
Managing Director
Senior Portfolio Manager
Recommendations: 0
Alternative Investments
Fixed Income
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Mark Koschik
Senior Portfolio Manager and Head of Asset Allocation
Greater Chicago Area
Senior Portfolio Manager and Head of Asset Allocation
Senior Portfolio Manager - Hedge Funds and Public Equities
Research Analyst
Vice President - Fixed Income
The University of Chicago - Booth School of Business
Miami University
Recommendations: 0
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Mark Cloghessy
Senior Managing Director (Head of International Strategy)
Greater Chicago Area
Senior Managing Director (Head of International Strategy)
Senior Managing Director (Head of Portfolio Management)
Managing Director (Portfolio Management)
Senior Portfolio Manager
Senior Examiner
Northwestern University - Kellogg School of Management
Loras College
Recommendations: 0
Risk Management
Investments
Portfolio Management
Credit Analysis
Equities
Credit
Bonds
Asset Managment
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Robert "Bob" Robert "Bob" Foersterling
Senior Vice President - Investments
Greater Chicago Area
Senior Vice President - Investments
Senior Portfolio Manager, PMP
Senior Vice President
Wharton School of Business
Drake University
Recommendations: 0
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Richard Jr
Vice President
Greater Chicago Area
Vice President
Account Executive
Senior Portfolio Manager
Chief Executive Officer/Chief Investment Officer
Vice President
University of Colorado Boulder
Recommendations: 0
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Jesse Taylor
Vice President & Senior Financial Analyst
Greater Chicago Area
Vice President & Senior Financial Analyst
Vice President & Senior Portfolio Manager
Vice President & Team Leader
Assistant Vice President, Portfolio Manager
Relationship Manager
The University of Chicago Booth School of Business
Northern Illinois University - College of Business
Kenwood Academy
Recommendations: 0
Commercial Lending
Commercial Banking
Credit Analysis
Loans
Banking
Business Development
Underwriting
Portfolio Management
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Matthew Litfin
Senior Portfolio Manager and Director of Research (North America)
Greater Chicago Area
Senior Portfolio Manager and Director of Research (North America)
Portfolio Manager
Analyst (Municipal Fixed Income)
Harvard Business School
University of Tennessee-Knoxville
Recommendations: 0
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Daniel G.
CEO | Co-Founder
Greater Chicago Area
CEO | Co-Founder
Co-Founder
Company Name DV Trading LLC
Senior Portfolio Manager
Trader
The Ohio State University
Recommendations: 0
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