Rob Stewart

Rob Stewart

Gestore di Portafoglio-Azioni presso Wintrust Investments LLC

Finance
Consumer Services

Profilo

Mr. Robert J.
Stewart is a Vice President at Wintrust Investments LLC.
He is a Financial Advisor whose areas of expertise include the creating, maintaining, and passing of permanent wealth.
He develops portfolios to generate monthly income, constructs strategies to reduce income tax, and creates retirement plans for both individual clients and businesses.
He serves on the Board of the Bleeding Disorders Alliance Illinois.
Prior to joining the firm, Mr. Stewart was employed at Midwest Bank and Trust as a Wealth Management Advisor.
During his tenure at Midwest, he served as a member of their wealth management investment committee and was a regular contributor to a weekly radio talk show.
He holds a bachelor’s degree from the University of Dayton’s School of Business Administration.
He holds FINRA Series 7 and 66 Licenses as well as Life, Health, and Variable Annuities Insurance Licenses.

Posizioni attive di Rob Stewart

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/04/2009
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Precedenti posizioni note di Rob Stewart

SocietàPosizioneFine
Midwest Bank & Trust Co. Corporate Officer/Principal -
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Formazione di Rob Stewart

University of Dayton Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

52

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Midwest Bank & Trust Co.

Finance

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