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Karriereverlauf von Mike Loizzi
Ehemalige bekannte Positionen von Mike Loizzi
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Whitnell & Co.
![]() Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Analyst-Equity | 01.09.2005 | 31.03.2021 |
Mitglied des Investmentausschusses | 01.09.2005 | 31.03.2021 | |
Portfolio Manager-Aktien | 01.09.2005 | 31.03.2021 |
Ausbildung von Mike Loizzi
Iowa State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Whitnell & Co.
![]() Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Finance |
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