Beth Goodrick
Portefeuillebeheerder-Aandelen bij Wintrust Investments LLC
Oorsprong van het eerstegraads netwerk van Beth Goodrick
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
55
| Subsidiary | Investment Managers | 55 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Beth Goodrick via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Eubel Brady & Suttman Asset Management, Inc.
 Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance Eubel Brady & Sutton Asset Management, Inc. (EBS) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1993 by Ronald Eubel, Mark Brady and Robert Suttman. EBS manages separate accounts for individuals and businesses including trusts, foundations, corporations, and ERISA plans. | Investment Managers | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
LaSalle St. Securities LLC
 LaSalle St. Securities LLC Investment ManagersFinance Founded in 1974, LaSalle Street Securities LLC is a privately owned broker/dealer headquartered in Elmhurst, Illinois. The firm's product line includes access to individual securities, options, wrap programs, syndicate offerings/IPOs, mutual funds and insurance. LaSalle Street Securities clears through National Financial Services LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. LaSalle Street Securities is a member of FINRA, the NASD and the SIPC. They are affiliated with Tilden Loucks & Woodnorth LLC and LaSalle Street Investment Advisors LLC. | Investment Managers | Corporate Officer/Principal | |
Northern Trust Securities, Inc.
 Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wintrust Investments (Broker) | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
| University of Iowa | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
The Chicago Corp.
 The Chicago Corp. Investment ManagersFinance The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders. | Investment Managers | Corporate Officer/Principal | |
| University of Saint Joseph | College/University | Undergraduate Degree | |
| Mabon, Nugent & Co. | Corporate Officer/Principal | ||
Catholic Financial Life
 Catholic Financial Life Life/Health InsuranceFinance Catholic Financial Life provides investment advisory services for insurance company portfolio. The firm specializes in Life Insurance, Annuities, Long-Term Care Products, Individual Retirement Accounts and Membership Benefits. The company was founded in 1868 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Director/Board Member | |
| North Park University | College/University | Undergraduate Degree | |
| Rhodes College | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
Sectoraal
| Finance | 29 |
| Consumer Services | 18 |
Operationeel
| Corporate Officer/Principal | 78 |
| Portfolio Manager-Equities | 78 |
| Undergraduate Degree | 47 |
| Masters Business Admin | 9 |
| Director/Board Member | 6 |
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