Pragna Gadvhi Rohman
Portefeuillebeheerder-Aandelen bij Wintrust Investments LLC
Profiel
Ms. Pragna G.
Rohman is a First Vice President at Wintrust Investments LLC.
She and her financial advisory team uncover problems and create strategies to preserve and perpetuate their client’s wealth in a complex tax and financial environment.
Before joining Wintrust Investments, she served clients as Associate Vice President and Wealth Advisor with Morgan Stanley.
She began her career as a Certified Financial Manager with Merrill Lynch.
Ms. Rohman received her undergraduate degree from Indiana University Bloomington and received her Certified Financial Manager certification at Merrill Lynch through the Wharton School of Business.
She also received the Certified Wealth Strategist (CWS) designation through the Cannon Financial Institute and holds FINRA Series 7, 63, and 65 Licenses.
Actieve functies van Pragna Gadvhi Rohman
| Bedrijven | Functie | Begin |
|---|---|---|
Wintrust Investments LLC
 Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Pragna Gadvhi Rohman
| Bedrijven | Functie | Einde |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Opleiding van Pragna Gadvhi Rohman
| Indiana University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
