Lee Goodrick
Gestionnaire de Portefeuille-Actions chez Wintrust Investments LLC
Provenance du réseau au premier degré de Lee Goodrick
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
52
| Subsidiary | Investment Managers | 52 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lee Goodrick via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Edward Jones Trust Co.
 Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Trust Securities, Inc.
 Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree | |
| University of Saint Joseph | College/University | Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
The Chicago Corp.
 The Chicago Corp. Investment ManagersFinance The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders. | Investment Managers | Corporate Officer/Principal | |
| Yale University | College/University | Doctorate Degree | |
| Rhodes College | College/University | Undergraduate Degree | |
| John Marshall Law School (Georgia) | College/University | Graduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree | |
PNC Capital Markets LLC
 PNC Capital Markets LLC Investment Banks/BrokersFinance Founded in 1983, PNC Capital Markets LLC is a registered broker/dealer located in Pittsburgh, Pennsylvania. The firm is a subsidiary of PNC Financial Services Group, Inc. (NYSE: PNC; NYSE: PNU; NYSE: PNC-PD). PNC Capital Markets offers a variety of customized banking, advisory and securities solutions. Their capital markets products and services include: ABS, corporate share repurchase programs, equipment finance solutions, equity and interest rate derivatives, foreign exchange, loan syndications, mergers and acquisitions, private placements, public finance and public market securities. PNC Capital Markets also provides public finance advisory services, securities underwriting and securities sales and trading. The firm is a member of FINRA and the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
| North Park University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 45 |
| Canada | 2 |
Sectorielle
| Finance | 26 |
| Consumer Services | 21 |
Opérationnelle
| Portfolio Manager-Equities | 77 |
| Corporate Officer/Principal | 68 |
| Undergraduate Degree | 45 |
| Masters Business Admin | 9 |
| Director/Board Member | 6 |
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