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Jason Patrick Capone
Portefeuillebeheerder-Aandelen bij Wintrust Investments LLC
Actieve functies van Jason Patrick Capone
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-07-2007 | - |
Loopbaan van Jason Patrick Capone
Eerdere bekende functies van Jason Patrick Capone
Bedrijven | Functie | Begin | Einde |
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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. | Corporate Officer/Principal | 30-06-2011 | 30-06-2011 |
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. | Corporate Officer/Principal | 29-08-2012 | - |
Opleiding van Jason Patrick Capone
University of Dayton | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |
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 |
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 |