Rob Stewart
Gestor de Cartera-Acciones en Wintrust Investments LLC .
Perfil
Mr. Robert J.
Stewart is a Vice President at Wintrust Investments LLC.
He is a Financial Advisor whose areas of expertise include the creating, maintaining, and passing of permanent wealth.
He develops portfolios to generate monthly income, constructs strategies to reduce income tax, and creates retirement plans for both individual clients and businesses.
He serves on the Board of the Bleeding Disorders Alliance Illinois.
Prior to joining the firm, Mr. Stewart was employed at Midwest Bank and Trust as a Wealth Management Advisor.
During his tenure at Midwest, he served as a member of their wealth management investment committee and was a regular contributor to a weekly radio talk show.
He holds a bachelor’s degree from the University of Dayton’s School of Business Administration.
He holds FINRA Series 7 and 66 Licenses as well as Life, Health, and Variable Annuities Insurance Licenses.
Cargos activos de Rob Stewart
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 | 01/04/2009 |
Antiguos cargos conocidos de Rob Stewart.
Empresas | Cargo | Fin |
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Midwest Bank & Trust Co. | Corporate Officer/Principal | - |
Formación de Rob Stewart.
University of Dayton | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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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 |
Midwest Bank & Trust Co. | Finance |
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