Barry Martin Proctor
Gestionnaire de Portefeuille-Actions chez Wintrust Investments LLC
Profil
Mr. Barry M.
Proctor is a Senior Vice President at Wintrust Investments LLC.
He serves as a Financial Advisor and uses his extensive investment knowledge and expertise to provide prudent and sound advice to his clients.
He concentrates on investments for individuals, pension and retirement plans for small businesses, IRAs/401(k) rollovers.
In addition, he often works in conjunction with attorneys and accountants in assisting clients with their tax and estate plans.
Mr. Proctor was employed as a Principal by Wachovia Securities, Inc. and a Senior Vice President by Wintrust Capital Management LLC.
Prior to founding the Gurnee office in 2005 and a second office in Antioch in 2009, he was employed at Wachovia Securities in Gurnee for over 12 years.
He holds FINRA Series 7, 63, and 65 Licenses, in addition to Illinois and Wisconsin Life and Variable Contracts Insurance Licenses.
He graduated from the University of Illinois at Urbana-Champaign.
Postes actifs de Barry Martin Proctor
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/11/2005 |
Anciens postes connus de Barry Martin Proctor
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 30/06/2011 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | - |
Formation de Barry Martin Proctor
| University of Illinois | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Wachovia Securities, Inc. | 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 |
