Profil
Mr. Robert M.
Legan is Senior Vice President of Investment Management & Family Office Services at Whitnell & Co. With over 20 years of experience in the financial services industry, he brings deep knowledge, independent thinking, and an even keel demeanor to help guide client’s investment decisions.
Mr. Legan earned a Bachelor of Science in Accounting from the University of Illinois and an MBA with concentrations in Finance and Strategic Management from The University of Chicago Booth School of Business.
Anciens postes connus de Bob Legan
| Sociétés | Poste | Fin |
|---|---|---|
Whitnell & Co.
 Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Analyst-Equity | 31/03/2021 |
Formation de Bob Legan
| University of Illinois | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
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Relations au 1er degré
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| Entreprise privées | 1 |
|---|---|
Whitnell & Co.
Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Finance |
