Christy Arlene Coon
Portefeuillebeheerder-Aandelen bij Great Lakes Advisors LLC
Profiel
Ms. Christy A.
Coon is a Senior Portfolio Manager at Great Lakes Advisors LLC.
She has been providing comprehensive investment and wealth management services to clients since 1984.
She joined the firm in 2011 and creates investment solutions tailored to each client’s unique needs.
With her deep experience and commitment to service, she creates client profiles, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives while monitoring portfolio risk.
She is an Investment Advisor Representative, a member of the Women Investment Professionals, the Greater North Shore Estate & Financial Planning Council, and the Investment Management Consultants Association.
Ms. Coon began her career with Dean Witter Reynolds as a Financial Advisor and before joining Wintrust Wealth Management’s Asset Management team, she spent time in various roles with J.P.
Morgan.
She has served as Vice President and Investment Advisor in the Chicago and North Shore Private Wealth Management offices.
Ms. Coon received a BS from the University of Nebraska and an MA from the University of Denver.
She is a Certified Financial Planner.
Actieve functies van Christy Arlene Coon
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-07-2011 |
Eerdere bekende functies van Christy Arlene Coon
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | 30-12-2010 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Opleiding van Christy Arlene Coon
| University of Nebraska | Undergraduate Degree |
| University of Denver | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
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. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
