Terry Michael McCaffrey
Algemeen Directeur bij Optimum Investment Advisors LLC
Profiel
Mr. Terry M.
McCaffrey is a Chief Executive Officer & Chairman at Optimum Investment Advisors LLC.
He joined the firm in 2009 and has worked in the investment and business community for over 30 years.
Prior to joining Optimum, Mr. McCaffrey was President and CEO of LaSalle Financial Services, the brokerage and insurance arm of LaSalle Bank Corporation.
Prior to that role, he served as Group Head of Wealth Management Business at LaSalle Bank.
He is also Chairman of the Board of Metropolitan Family Services, a 150 year old Social Services Agency serving over 55,000 families throughout the Chicago area with programs supporting Early Childhood, Employment, Legal Aid and Family Service counseling.
He earned a BS in Economics from Northern Illinois University, 1983.
Actieve functies van Terry Michael McCaffrey
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Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Algemeen Directeur | 01-01-2009 |
Eerdere bekende functies van Terry Michael McCaffrey
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LaSalle Financial Services, Inc.
LaSalle Financial Services, Inc. Finance/Rental/LeasingFinance A subsidiary of LaSalle National Bank, LaSalle Financial Services, Inc. is a broker/dealer headquartered in Chicago. Their ultimate parent is Bank of America Corporation (NYSE: BAC). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Voorzitter | - |
Metropolitan Family Services
Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Directeur/Bestuurslid | - |
Opleiding van Terry Michael McCaffrey
Northern Illinois University | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 3 |
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LaSalle Financial Services, Inc.
LaSalle Financial Services, Inc. Finance/Rental/LeasingFinance A subsidiary of LaSalle National Bank, LaSalle Financial Services, Inc. is a broker/dealer headquartered in Chicago. Their ultimate parent is Bank of America Corporation (NYSE: BAC). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
Metropolitan Family Services
Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Commercial Services |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |