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Portfolio Management for Businesses Advisors in Chicago, Illinois
7,057 Results
Unclaimed
location

Chicago, IL

0 Disclosures

ADVISOR BIO

Matthew Fitz-gibbon Winton is an Investment Advisor Representative at Captrust, a firm with a wide range of client types including individuals, charitable organizations, and pension and profit-sharing plans. Matthew has a long career in the financial services industry, starting in 1998. Matthew focuses on providing financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Bettes is a financial advisor currently registered with J.P. Morgan Securities LLC in Chicago, Illinois. Matthew is a Certified Financial Planner™ and has been in the industry since 2002. Matthew has a broad range of experience, having previously worked at Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, WM FINANCIAL SERVICES, INC., and A. G. EDWARDS & SONS, INC. Matthew is licensed in numerous states across the United States.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Pierotti is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the financial industry since 2013. Matthew is registered with the state of Texas and Illinois and is active in both Broker-Dealer and Investment Advisor capacities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Matthew McKee is a financial advisor with J.p. Morgan Securities LLC. Matthew has been in the industry since 2008 and is registered in both Illinois and Texas. Matthew specializes in providing financial planning and portfolio management services for individuals and businesses. Matthew has a wide range of experience in the financial services industry and is committed to providing clients with personalized advice and service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Curi RMB Capital, LLC

location

CHICAGO, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Halkyard is an investment advisor representative with Curi RMB Capital, LLC. Matthew has been in the industry since 2001 and has a Series 7, Series 63, and Series 7TO license. Prior to joining Curi RMB Capital, LLC, Matthew worked at Credit Suisse First Boston LLC and HVA Brokerage Services LLC. Matthew specializes in a variety of investment areas, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Matthew Cruse is a financial advisor at Nuveen Asset Management, LLC. Matthew has been in the financial services industry since 2013. Matthew has a broad range of experience, having worked at a number of firms including Northwestern Mutual and Labrunerie Financial. Matthew is licensed in 53 states to provide securities advice, and investment advisory services.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Simpson is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the financial industry since 2016. Matthew holds licenses in several states and has earned a variety of professional designations. Matthew provides services in financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Mather Group, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Matthew Francis Kahovec is a Certified Financial Planner and is registered with The Mather Group, LLC in Illinois. Matthew has been in the industry since October 2014 and currently holds a Series 65 license. He is also registered as an Investment Advisor Representative in California, New Hampshire and Texas. Matthew has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The Mather Group, LLC provides financial planning services and portfolio management for individuals and businesses, as well as educational seminars and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Hightower Advisors, LLC

location

CHICAGO, IL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Dillig is a financial advisor with Hightower Advisors, LLC, a registered investment advisor in Illinois. Matthew has been in the financial services industry since September 1998 and has experience working with individuals, corporations, and other entities. Previously, he was an advisor at Credit Suisse Securities (USA) LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 66, 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Hightower Advisors, LLC

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Robert Ward is a financial advisor associated with Hightower Advisors, LLC. He is registered with the state of Illinois as a Registered Representative and an Investment Advisor Representative. Matthew has been in the industry since July 2019 and has taken the Series 7TO, SIE, and Series 66 exams. He has worked with a number of different financial companies in the past, including G Treasury, Sympony Clinical Research, and Illinois State University. Matthew is also a former employee of Hightower Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS

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