Profiel
Mr. Ed W.
Edens is a Managing Director & Senior Financial Advisor at Kovitz Investment Group LLC.
Prior to joining Kovitz Investment Group in 2005, Mr. Edens was a Vice President and Senior Portfolio Manager with Wayne Hummer Asset Management Co. In this position, he built a new wealth management office in Hinsdale, which he grew to more than $100 million under management.
Prior to Wayne Hummer, he was a Vice President and Senior Portfolio Manager at Harris Trust & Savings Bank in its Personal Trust Department.
Mr. Edens graduated from Augustana College in Rock Island, IL with a Bachelor of Arts degree in Business Administration and Finance.
He received his MBA in Finance from DePaul University in Chicago.
He is a published author and speaker on various investment matters.
He is licensed with the NASD under Series 7, 63 and 65.
Eerdere bekende functies van Ed W. Edens
| Bedrijven | Functie | Einde |
|---|---|---|
| Harris Trust & Savings Bank | Corporate Officer/Principal | - |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Portefeuillebeheerder-Aandelen | 01-10-2005 |
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Portefeuillebeheerder-Aandelen | - |
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. | Portefeuillebeheerder-Aandelen | 30-11-2006 |
Opleiding van Ed W. Edens
| Augustana College (Illinois) | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
The Chicago Trust Co. NA
The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Finance |
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
| Harris Trust & Savings Bank | Finance |
