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Historique de carrière de Bob Legan
Anciens postes connus de Bob Legan
Sociétés | Poste | Début | 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 | 01/08/2012 | 31/03/2021 |
Membre du Comité d'Investissement | 01/08/2012 | 31/03/2021 | |
Gestionnaire de Portefeuille-Actions | 01/08/2012 | 31/03/2021 |
Formation de Bob Legan
University of Illinois | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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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 |