Tom Postek
Corporate Officer/Principal presso CIBC Atlantic Trust Private Wealth Management
Patrimonio netto: 6 M $ in data 30/04/2024
Profilo
Thomas Stanley Postek is currently a Vice President at CIBC Atlantic Trust Private Wealth Management.
He previously worked as an Independent Non-Executive Director at Distribution Solutions Group, Inc. from 2005 to 2019, an Independent Director at UniFirst Corp.
from 2008 to 2023, and a Partner & Principal at William Blair & Co. LLC from 1986 to 2004.
He also worked as a General Analyst at Geneva Advisors LLC and was a Member of the Financial Accounting Standards Board in 1982.
Postek received his undergraduate degree and MBA from the University of Michigan.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
UNIFIRST CORPORATION
0.23% | 28/11/2022 | 34 086 ( 0.23% ) | 6 M $ | 30/04/2024 |
Posizioni attive di Tom Postek
Società | Posizione | Inizio |
---|---|---|
CIBC Atlantic Trust Private Wealth Management
CIBC Atlantic Trust Private Wealth Management Investment ManagersFinance Part of Canadian Imperial Bank of Commerce, CIBC Atlantic Trust Private Wealth Management is a trustee that helps families align their wealth with their vision. The company is based in Atlanta, GA and provides investment management, wealth strategies, legacy planning, private banking, deposit and lending services. The company offers tailored approaches to deliver high-quality client experiences and broad wealth management capabilities. With over $50 million in assets under management, they meet the needs of ultra high-net-worth, multi-generational families. The company offers a broad opportunity set across asset classes, geographic regions, and managers to preserve and grow clients' assets. CIBC Atlantic Trust Private Wealth Management is committed to building trusting and enduring relationships by putting their clients at the center of all they do. | Corporate Officer/Principal | - |
Precedenti posizioni note di Tom Postek
Società | Posizione | Fine |
---|---|---|
UNIFIRST CORPORATION | Direttore/Membro del Consiglio | 27/10/2023 |
DISTRIBUTION SOLUTIONS GROUP, INC. | Direttore/Membro del Consiglio | 17/04/2019 |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | 31/12/2004 |
Financial Accounting Standards Board
Financial Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT. | Corporate Officer/Principal | 01/01/1982 |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Analyst-Equity | - |
Formazione di Tom Postek
University of Michigan | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 2 |
---|---|
DISTRIBUTION SOLUTIONS GROUP, INC. | Distribution Services |
UNIFIRST CORPORATION | Consumer Services |
Aziende private | 4 |
---|---|
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Financial Accounting Standards Board
Financial Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT. | Commercial Services |
CIBC Atlantic Trust Private Wealth Management
CIBC Atlantic Trust Private Wealth Management Investment ManagersFinance Part of Canadian Imperial Bank of Commerce, CIBC Atlantic Trust Private Wealth Management is a trustee that helps families align their wealth with their vision. The company is based in Atlanta, GA and provides investment management, wealth strategies, legacy planning, private banking, deposit and lending services. The company offers tailored approaches to deliver high-quality client experiences and broad wealth management capabilities. With over $50 million in assets under management, they meet the needs of ultra high-net-worth, multi-generational families. The company offers a broad opportunity set across asset classes, geographic regions, and managers to preserve and grow clients' assets. CIBC Atlantic Trust Private Wealth Management is committed to building trusting and enduring relationships by putting their clients at the center of all they do. | Finance |
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