Profilo
Mr. Michael A.
Loizzi is a Vice President at Whitnell & Co. As a member of Whitnell’s Investment Committee, he contributes to the investment analysis, due diligence and monitoring of recommended investments which include mutual funds, sub-advisors and alternative investments.
In addition, he also works with clients in the positioning of their financial assets and the implementation of a customized investment strategy tailored toward their individual goals.
Before joining Whitnell in 2005, Mr. Loizzi worked with a real estate firm on both commercial and residential real estate transactions.
He received his Bachelor’s degree in finance from Iowa State University.
Precedenti posizioni note di Mike Loizzi
| Società | Posizione | Fine |
|---|---|---|
Whitnell & Co.
 Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Analyst-Equity | 31/03/2021 |
Formazione di Mike Loizzi
| Iowa State University | 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 | 1 |
|---|---|
Whitnell & Co.
Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Finance |
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