Profil
Mr. Todd A.
Bessey is a Senior Vice President at Wintrust Investments LLC.
He is a Financial Advisor who provides his clients with a full suite of wealth management services.
With over 28 years of industry experience, including tenures at both a specialty insurance company and at a national investment firm, Mr. Bessey constructs innovative and custom-tailored financial solutions for his clients.
He believes that the key to a successful financial strategy is the implementation of a disciplined and objective process delivered with transparency and integrity.
Mr. Bessey was employed as a Senior Financial Advisor by Merrill Lynch & Co., Inc. and a First Vice President by Wintrust Capital Management LLC.
Mr. Bessey holds a bachelor’s degree in Business Administration from Marquette University and an MBA from DePaul University.
He holds FINRA Series 7, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.
He was honored with the Small Business Champion award in 2009 by the McHenry County Economic Development Council.
Anciens postes connus de Todd Alan Bessey
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/04/2021 |
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 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30/04/2004 |
Formation de Todd Alan Bessey
| Marquette University | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Expériences
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Entreprises liées au 1er degré
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| 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 |
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 |
| Merrill Lynch & Co., Inc. | Finance |
