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Zach Rosenstock
Analyst-Equity at Segall Bryant & Hamill LLC
Zach Rosenstock active positions
Companies | Position | Start | End |
---|---|---|---|
Segall Bryant & Hamill LLC
![]() Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Analyst-Equity | 01/08/2011 | - |
Portfolio Manager-Equities | 18/02/2021 | - |
Career history of Zach Rosenstock
Former positions of Zach Rosenstock
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 01/01/2005 | - |
Great Lakes Advisors, Inc.
![]() Great Lakes Advisors, Inc. Investment ManagersFinance Founded in 1990, Great Lakes Advisors, Inc. is a registered investment advisor located in Chicago. The firm manages equity, fixed-income, and balanced fund separate accounts for clients including corporations, public funds, endowments, foundations, Taft Hartley plans, religious organizations and individuals. | Corporate Officer/Principal | - | - |
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. | Analyst-Equity | 01/01/2005 | - |
Training of Zach Rosenstock
Boston College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 3 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
Segall Bryant & Hamill LLC
![]() Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
Great Lakes Advisors, Inc.
![]() Great Lakes Advisors, Inc. Investment ManagersFinance Founded in 1990, Great Lakes Advisors, Inc. is a registered investment advisor located in Chicago. The firm manages equity, fixed-income, and balanced fund separate accounts for clients including corporations, public funds, endowments, foundations, Taft Hartley plans, religious organizations and individuals. | Finance |
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