Jason Patrick Capone
Gestore di Portafoglio-Azioni presso Wintrust Investments LLC
Provenienza dei contatti di primo grado di Jason Patrick Capone
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
68
| Extinct | Investment Managers | 68 |
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 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Patrick Capone tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Consultant / Advisor | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Eubel Brady & Suttman Asset Management, Inc.
 Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance Eubel Brady & Sutton Asset Management, Inc. (EBS) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1993 by Ronald Eubel, Mark Brady and Robert Suttman. EBS manages separate accounts for individuals and businesses including trusts, foundations, corporations, and ERISA plans. | Investment Managers | Corporate Officer/Principal | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Chief Investment Officer Director/Board Member Analyst-Equity Chief Operating Officer Director of Finance/CFO Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Sales & Marketing Market Strategist | |
PNC Investments LLC
 PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides investment advisory services to individuals and high-net worth individuals. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree 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 | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Chairman Chairman Director of Finance/CFO President Sales & Marketing Compliance Officer Human Resources Officer Sales & Marketing Sales & Marketing Sales & Marketing Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Operating Officer Sales & Marketing Sales & Marketing Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Loyola University of Chicago | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Saint Joseph | 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 | |
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 | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Eastern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Miami University | College/University | Graduate Degree Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
| Kaplan University | College/University | Undergraduate Degree | |
| North Central College | College/University | Undergraduate Degree | |
| Dominican University (Illinois) | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Finance | 28 |
| Consumer Services | 22 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 131 |
| Portfolio Manager-Equities | 108 |
| Undergraduate Degree | 74 |
| Masters Business Admin | 19 |
| Analyst-Equity | 18 |
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