Anthony Stephen Jovanovich
Gestor de Cartera-Acciones en Wintrust Investments LLC .
Perfil
Mr. Anthony S.
Jovanovich is a Senior Vice President at Wintrust Investments LLC.
He is a Financial Advisor who has been providing comprehensive wealth management services to clients for more than 20 years.
He specializes in creating financial solutions tailored to each individual’s unique needs, such as generating retirement income, providing for long-term care, and estate planning.
With his experience and commitment to service, he develops a client profile, works to construct a long-term investment strategy, and implements a plan to help his client meet their financial objectives.
He spent 10 years with JPMorgan Chase serving a wide variety of clients.
Mr. Jovanovich graduated from the University of Illinois in Champaign-Urbana and holds FINRA Series 6, 7, 63, and 65 Licenses in addition to his Illinois Insurance License.
Cargos activos de Anthony Stephen Jovanovich
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/06/2012 |
Antiguos cargos conocidos de Anthony Stephen Jovanovich.
Empresas | Cargo | Fin |
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JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Formación de Anthony Stephen Jovanovich.
University of Illinois | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas cotizadas | 1 |
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JPMORGAN CHASE & CO. | Finance |
Empresas privadas | 1 |
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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. | Finance |
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