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Greg MacKenzie
Direttore della Ricerca - Fxd Inc presso Advance Capital Management, Inc.
Profilo
Mr. Gregory O.
MacKenzie, CFA, is a Director of Fixed Income & Multi-Asset Strategy Research at Advance Capital Management, Inc. He is responsible for research and investment management of the discretionary model portfolios.
Mr. MacKenzie was previously employed as a Private Placement Analyst by Asset Allocation & Management Co. LLC and a Retirement Plan Specialist by Wayne Hummer Investments LLC.
He is a graduate of the University of Michigan with a Bachelor of Arts degree in Economics.
He earned his Chartered Financial Analyst designation in 2003.
Posizioni attive di Greg MacKenzie
Società | Posizione | Inizio |
---|---|---|
Advance Capital Management, Inc.
![]() Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Direttore della Ricerca - Fxd Inc | 01/12/2004 |
Precedenti posizioni note di Greg MacKenzie
Società | Posizione | Fine |
---|---|---|
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. | Corporate Officer/Principal | - |
Asset Allocation & Management Co. LLC
![]() Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Analyst-Equity | - |
Formazione di Greg MacKenzie
University of Michigan | Undergraduate Degree |
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 | 3 |
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Advance Capital Management, Inc.
![]() Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Finance |
Asset Allocation & Management Co. LLC
![]() Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | 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 |
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