![Rob Stewart](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Rob Stewart
Portfolio Manager-Aktien bei Wintrust Investments LLC
Profil
Mr. Robert J.
Stewart is a Vice President at Wintrust Investments LLC.
He is a Financial Advisor whose areas of expertise include the creating, maintaining, and passing of permanent wealth.
He develops portfolios to generate monthly income, constructs strategies to reduce income tax, and creates retirement plans for both individual clients and businesses.
He serves on the Board of the Bleeding Disorders Alliance Illinois.
Prior to joining the firm, Mr. Stewart was employed at Midwest Bank and Trust as a Wealth Management Advisor.
During his tenure at Midwest, he served as a member of their wealth management investment committee and was a regular contributor to a weekly radio talk show.
He holds a bachelor’s degree from the University of Dayton’s School of Business Administration.
He holds FINRA Series 7 and 66 Licenses as well as Life, Health, and Variable Annuities Insurance Licenses.
Aktive Positionen von Rob Stewart
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 | 01.04.2009 |
Ehemalige bekannte Positionen von Rob Stewart
Unternehmen | Position | Ende |
---|---|---|
Midwest Bank & Trust Co. | Corporate Officer/Principal | - |
Ausbildung von Rob Stewart
University of Dayton | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
Midwest Bank & Trust Co. | Finance |