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Dave Johnson
Gestore di Portafoglio-Azioni presso Wintrust Investments LLC
Profilo
Mr. David F.
Johnson is First Vice President at Wayne Hummer Investments LLC.
He also serves as a Financial Advisor who provides individuals, families, and businesses with highly personalized wealth management services.
Through the Envision process, he determines his clients' needs, investment objectives, and risk tolerances and tailors a unique investment plan accordingly, often working in conjunction with his clients’ attorneys and accountants.
He has applied his care and skills to serve wealth management needs in the communities of Barrington and Arlington Heights, Illinois for many years.
Mr. Johnson has served on the Foundation Board of the Lutheran Home and Lutheran Life Communities in Arlington Heights since 2002.
He holds a bachelor’s degree from North Park College and an MBA from DePaul University.
He holds FINRA Series 7, 63, and 65 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses.
He is also a Certified Financial Planner having earned his designation through Northwestern University's School of Continuing Studies.
Posizioni attive di Dave Johnson
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/12/2006 |
Formazione di Dave Johnson
North Park University | Undergraduate Degree |
DePaul University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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