Tim Treacy

Tim Treacy

Gestore di Portafoglio-Azioni presso Wintrust Investments LLC

Finance
Consumer Services

Profilo

Mr. Timothy P.
Treacy
is a Senior Vice President at Wintrust Investments LLC.
He joined Wintrust Wealth Management in 2007 as a Financial Advisor with the Linda Becker Team.
He works with families, professionals, and small business owners to help them achieve both their short- and long-term financial goals.
As a CERTIFIED FINANCIAL PLANNER practitioner, he specializes in designing portfolios, monitoring risk and volatility, prescribing asset allocation, and creating insurance, estate, and retirement plans.
He often works with attorneys and accountants to assist his clients with their tax and estate planning needs.
He values the relationships he has developed with his clients and their families and has a passion for helping them realize their financial goals.
He provides unbiased solutions that are customized in accordance with each client’s financial circumstances, objectives, and risk tolerance.
He graduated from the University of Illinois at Champaign-Urbana’s business school with a bachelor’s degree in Finance.
He holds FINRA Series 7 and 66 Licenses.
He is currently a member of the Metropolitan Board at the Children’s Museum in Chicago.

Posizioni attive di Tim Treacy

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/06/2007
Tutte le posizioni attive di Tim Treacy

Formazione di Tim Treacy

University of Illinois Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Tim Treacy

Relazioni

52

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali