![Tim Treacy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tim Treacy
Gestor de Cartera-Acciones en
Wintrust Investments LLC
.
Perfil
Mr. Timothy P.
Treacy is a Senior Vice President at Wintrust Investments LLC.
He joined Wintrust Wealth Management in 2007 as a Financial Advisor with the Linda Becker Team.
He works with families, professionals, and small business owners to help them achieve both their short- and long-term financial goals.
As a CERTIFIED FINANCIAL PLANNER practitioner, he specializes in designing portfolios, monitoring risk and volatility, prescribing asset allocation, and creating insurance, estate, and retirement plans.
He often works with attorneys and accountants to assist his clients with their tax and estate planning needs.
He values the relationships he has developed with his clients and their families and has a passion for helping them realize their financial goals.
He provides unbiased solutions that are customized in accordance with each client’s financial circumstances, objectives, and risk tolerance.
He graduated from the University of Illinois at Champaign-Urbana’s business school with a bachelor’s degree in Finance.
He holds FINRA Series 7 and 66 Licenses.
He is currently a member of the Metropolitan Board at the Children’s Museum in Chicago.
Cargos activos de Tim Treacy
| Empresas | Cargo | Inicio |
|---|---|---|
Wintrust Investments LLC
 Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital. | Gestor de Cartera-Acciones | 01/06/2007 |
Formación de Tim Treacy.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
50
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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