Mike Sloan

Gestore di Portafoglio-Azioni presso Wintrust Investments LLC

Finance

Profilo

Mr. Michael P.
Sloan is a First Vice President at Wintrust Investments LLC.
He brings over 15 years of investment planning experience and specializes in developing custom-tailored solutions for his clients and their families, concentrating on education and retirement planning.
He is committed to helping his clients achieve financial security by providing sound guidance, implementing a disciplined strategy, and continually evaluating the overall investment plan to ensure his clients are best positioned to meet their long-term goals.
He holds FINRA Series 7, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

Posizioni attive di Mike Sloan

Società	Posizione	Inizio
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	01/08/2010

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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