Phil Bandle
Portfolio Manager-Aktien bei Wintrust Investments LLC
Profil
Mr. Philip K.
Bandle is a Vice President at Wintrust Investments LLC.
He has over 25 years of industry experience.
Mr. Bandle was employed as a Financial Advisor by A.G.
Edwards & Sons, Inc., Banc of America Investment Services, Inc. and a Vice President by Wintrust Capital Management LLC.
He graduated from Eastern Illinois University and holds FINRA Series 7, 63, & 66 Licenses in addition to Illinois Life & Long-Term Care Insurances Licenses.
Aktive Positionen von Phil Bandle
Unternehmen | Position | Beginn |
---|---|---|
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Portfolio Manager-Aktien | 01.02.2009 |
Ehemalige bekannte Positionen von Phil Bandle
Unternehmen | Position | Ende |
---|---|---|
Banc of America Investment Services, Inc.
Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Wintrust Capital Management LLC
Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is also known as Great Lakes Advisors LLC. Wintrust traces its origin to 1931 when Wayne Hummer, George Barnes and Harry Baum formed a financial services firm that provided investment advice to small and medium-sized banks. In 1981, after serving investors for 50 years, Wayne Hummer Management Co. was formed to provide discretionary, fee-based, investment management services. In 2002, Wayne Hummer Management Co. merged with Wintrust Financial Corp. (NasdaqGS: WTFC), a Chicago-based a financial services holding company and the firm became known as Wintrust Capital Management. Wintrust Capital Management consists of 3 divisions: Wayne Hummer Investments, the Chicago Trust Co. and Wayne Hummer Asset Management Co. | Portfolio Manager-Aktien | 30.06.2011 |
Ausbildung von Phil Bandle
Eastern Illinois University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Wintrust Capital Management LLC
Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is also known as Great Lakes Advisors LLC. Wintrust traces its origin to 1931 when Wayne Hummer, George Barnes and Harry Baum formed a financial services firm that provided investment advice to small and medium-sized banks. In 1981, after serving investors for 50 years, Wayne Hummer Management Co. was formed to provide discretionary, fee-based, investment management services. In 2002, Wayne Hummer Management Co. merged with Wintrust Financial Corp. (NasdaqGS: WTFC), a Chicago-based a financial services holding company and the firm became known as Wintrust Capital Management. Wintrust Capital Management consists of 3 divisions: Wayne Hummer Investments, the Chicago Trust Co. and Wayne Hummer Asset Management Co. | Finance |
Banc of America Investment Services, Inc.
Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Finance |