Profilo
Sonja Marinac worked as a Director & Portfolio Manager at Barrington Strategic Wealth Management Group LLC.
She was also a Principal at Lake Forest Capital Management Co. from 2003 to 2006 and a Vice President & Portfolio Manager at Wintrust Capital Management LLC from 2006 to 2009.
In 2012 to 2013, she worked as a Vice President at Johnson Financial Group LLC.
Marinac received her undergraduate degree from Loyola University of Chicago and earned an MBA from Keller Graduate School of Management in 2000.
Precedenti posizioni note di Sonja Marinac
Società | Posizione | Fine |
---|---|---|
Johnson Financial Group LLC
Johnson Financial Group LLC Investment ManagersFinance Johnson Financial Group LLC (JFG) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by Brandon Johnson in 2002 and is principally owned by B&W Holdings LLC. JFG offers investment management, financial planning and family office services to individual, private foundation, business and institutional clients. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Lake Forest Capital Management Co. | Corporate Officer/Principal | 01/11/2006 |
Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Gestore di Portafoglio-Azioni | - |
Formazione di Sonja Marinac
Loyola University of Chicago | Undergraduate Degree |
Keller Graduate School of Management | Masters Business Admin |
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 | 4 |
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Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Founded in 2009, Barrington Strategic Wealth Management Group LLC is a registered investment advisor located in Chicago, Illinois. The firm provides investment services to high net-worth individuals, families, trusts, estates, and foundations. In addition, they provide investment services to banks or thrift institutions, pension and profit-sharing plans, and corporations or other business entities. | Finance |
Johnson Financial Group LLC
Johnson Financial Group LLC Investment ManagersFinance Johnson Financial Group LLC (JFG) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by Brandon Johnson in 2002 and is principally owned by B&W Holdings LLC. JFG offers investment management, financial planning and family office services to individual, private foundation, business and institutional clients. | Finance |
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. | Finance |
Lake Forest Capital Management Co. | Finance |
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