Profiel
Mr. David J.
Rubis is a Portfolio Manager at Spero-Smith Investment Advisers, Inc. Mr. Rubis is responsible for developing personalized investment strategies and providing financial planning consulting services for new and existing clients.
Prior to joining Spero-Smith in 2014, he worked at The Northern Trust Company in Chicago in the bank’s Global Family & Private Investment Offices, where he was responsible for addressing the complex investment, reporting, and planning needs of U.S.
and international families who utilize multiple money manager investment programs.
He also served as a Retail Sales Manager at Belmont Bank & Trust and as a Cluster Bank Manager at National City Bank and BMO Harris Bank in Chicago.
Mr. Rubis earned a Bachelor’s degree in Finance from Miami University of Ohio in 2004 and a Masters of Business Administration from North Central College in 2010.
Eerdere bekende functies van David J. Rubis
| Bedrijven | Functie | Einde |
|---|---|---|
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-2013 |
BMO Bank NA
 BMO Bank NA Major BanksFinance BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Belmont Bank & Trust Co.
 Belmont Bank & Trust Co. Regional BanksFinance Belmont Bank & Trust Co. engages in the provision of community banking services. It offers internet banking, mobile banking, mobile capture, online bill-pay, remote deposit capture, merchant services, cash management and peer-to-peer payment services. The company was founded in 2006 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | - |
Opleiding van David J. Rubis
| Miami University | Undergraduate Degree |
| North Central College | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Belmont Bank & Trust Co.
Belmont Bank & Trust Co. Regional BanksFinance Belmont Bank & Trust Co. engages in the provision of community banking services. It offers internet banking, mobile banking, mobile capture, online bill-pay, remote deposit capture, merchant services, cash management and peer-to-peer payment services. The company was founded in 2006 and is headquartered in Chicago, IL. | Finance |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
BMO Bank NA
BMO Bank NA Major BanksFinance BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL. | Finance |
