Steve Becker
Portefeuillebeheerder-Aandelen bij Wintrust Investments LLC
Profiel
Mr. Steven R.
Becker is a Senior Vice President at Wintrust Investments LLC.
He joined joined the firm in 1975 and has established himself as an integral part of the firm.
With a combination of extensive wealth management knowledge and four decades of experience, he delivers sound and prudent advice to his clients and their families.
His focus as the Becker-Micka Team’s investment strategist is guided by his cautious, yet intricate approach to navigating today’s complex markets.
When constructing well-balanced portfolios, he views risk management as crucial in determining the most appropriate asset mix to meet each investor’s expectations and to withstand market fluctuations over time.
As a testament to his dedication and work ethic, he has earned the privilege of maintaining countless lifelong client relationships, many spanning several family generations.
Mr. Becker was employed as a Senior Vice President by Wintrust Capital Management LLC.
Mr. Becker graduated cum laude from Denison University with dual majors in Mathematics and Economics.
He went on to receive his MBA from the University of Chicago with concentrations in both Accounting and Finance.
He holds FINRA Series 7, 63, and 65 Licenses.
Actieve functies van Steve Becker
| 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 | 01-01-1975 |
Eerdere bekende functies van Steve Becker
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 30-06-2011 |
Opleiding van Steve Becker
| The University of Chicago | Masters Business Admin |
| Denison University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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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 |
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 |
