WINTRUST WEALTH MANAGEMENT - Key Persons
Job Titles:
- Member of the Board
- Chicago Deferred Exchange Company
- Commercial Real Estate Market Head for Wintrust Financial
- Member of the Wintrust Credit Committee
Bart Johnson is the Commercial Real Estate Market Head for Wintrust Financial. He has over 25 years of banking and commercial real estate lending experience and works with the bankers across all Wintrust charters in the management of the Company's nearly $7 billion real estate loan portfolio.
Bart is a member of the Wintrust Credit Committee and has extensive working knowledge in the construction and ownership of office developments, industrial and warehouse spaces, multifamily properties, self-storage and senior housing. Bart and his Wintrust Peers are financing projects across the country, supporting their clients' growth and diversification efforts.
Job Titles:
- Member of the Board
- Director and Co - Chief Executive Officer of the Corporation
- the Chicago Trust Company / Wintrust Investments
Bert Getz joined Globe Corporation in 1991 and serves as Director and Co-Chief Executive Officer of the Corporation. He is also a Director and Officer of the Globe Trust Company and Globe Investment Company, where he serves as Chairman of the Investment Committee.
Bert's professional activities include serving as a Director of the IMS Companies LLC, Wintrust Investments, The Chicago Trust Company, Great Lakes Advisors, and Libertyville Bank and Trust. Bert is a member in the Chicago Chapter of Young Presidents' Organization. His civic involvement includes serving as Director of the Globe Foundation and the National Historical Fire Foundation. Additionally, Bert is Vice-Chairman of the Board of Trustees of the Chicago Zoological Society at Brookfield Zoo and a Trustee of the Lawrenceville School, in Lawrenceville, New Jersey.
Bert holds a B.B.A. from the Cox School of Business at Southern Methodist University and an MBA from the University of Michigan Business School.
Bonnie Flood serves as a Client Service Associate and is responsible for assisting Client Portfolio Managers, fulfilling client requests, and coordinating with the wealth services team.
Prior to joining the firm, Bonnie served as Senior Financial Associate for Wintrust Wealth Management. Prior to that, Bonnie spent 19 years at Citibank serving in many different capacities while building deep experience and a commitment to service.
Job Titles:
- Associate Portfolio Manager
- Associate Portfolio Manager at Great Lakes Advisors
- Member of the Firm
Bryan Long serves as an Associate Portfolio Manager at Great Lakes Advisors supporting the Private Wealth Team. His responsibilities include on-boarding/implementing client portfolios, rebalancing portfolios, and ensuring that investment objectives for clients are properly aligned. He is a former member of the Operations Team at Great Lakes Advisors.
Additionally, Bryan is a member of the firm's Multi Asset Strategy investment team, where he performs due diligence on both internal and external investment strategies. He also is a member of the GLA GIPS Committee where he lends his expertise on composite and performance measurement.
Bryan earned his bachelor's degree from Augustana College. He holds his Series 7, 63, and 65 Licenses.
Job Titles:
- Member of the Board
- Chief Executive Officer of the American Red Cross of Chicago
- the Chicago Trust Company / Wintrust Investments
Celena Roldan is the Chief Executive Officer of the American Red Cross of Chicago and Northern Illinois, the fourth largest region of the American Red Cross, which responds to 1,400 disasters annually and has an annual budget of approximately $16 million. The Chicago and Northern Illinois region covers 21 counties and teaches health, safety and disaster preparedness skills to more than a quarter million people annually in the Chicagoland area.
Celena was selected to participate in the Marshall Memorial Fellowship Program, Leadership Greater Chicago, and the Bank of America Neighborhood Excellence Leadership Program. Among other leadership roles, she served on Mayor Rahm Emanuel's Education Transition Team and the Early Childhood Task Force as well as Governor Quinn's Illinois Human Services Commission. She serves on the Board of UnidosUS, Illinois Action for Children, Metropolitan Family Services, Wintrust Investments, The Chicago Trust Company, and Great Lakes Advisors.
Celena earned a master's degree in early childhood administration from National Louis University, as well as master's and bachelor's degrees in social work from the University of Wisconsin-Madison.
Job Titles:
- Managing Director - Head of Private Wealth Management
Charlie manages the Private Wealth business and portfolio management team in the delivery of the firm's Multi-Asset Strategy investment solutions to private wealth investors. Charlie oversees the portfolio management team's client relationship management interaction with Wintrust Financial's private banking, trust, and financial advisory professionals in the comprehensive service and stewardship of client investment portfolios.
Charlie joined the firm in 2011 and has over 27 years of experience in investment sales and relationship management, having been employed previously at Merrill Lynch Asset Management, ING Investment Management, and other financial service organizations.
Job Titles:
- Investment Advisor
- Representative
- Client Portfolio Manager
Christy Coon is a Client Portfolio Manager and has been providing comprehensive investment and wealth management services to clients since 1984. Christy joined the firm in 2011 and creates investment solutions tailored to each client's unique needs. With her deep experience and commitment to service, Christy creates client profiles, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives while monitoring portfolio risk.
Christy began her career with Dean Witter Reynolds as a Financial Advisor. She also held various roles with J.P. Morgan where she served as Vice President and Investment Advisor Representative in their Chicago and North Shore Private Wealth Management offices.
Christy is an Investment Advisor Representative, a member of the Women Investment Professionals, the Greater North Shore Estate & Financial Planning Council, and the Investment Management Consultants Association. She is also a member of the Chicago Yacht Club and is an avid sailor having raced in the Chicago Mackinac Race.
Job Titles:
- Member of the Board
- Principal
Courtney E. Mayster is a Principal and serves as a member of the Management Committee and Chair of the Real Estate Group at Much Shelist, P.C. She focuses her law practice on the representation of financial institutions and private lenders, property owners, developers, and investors in multifamily, commercial, and industrial transactions. Courtney serves on the Board of Directors of Chicago Deferred Exchange Company.
Job Titles:
- Member of the Board
- Chicago Deferred Exchange Company
Dave Dykstra joined Wintrust in 1995 and currently serves as the company's vice chairman and chief operating officer, a position he assumed in 2020. In his role, Dave provides leadership to core critical operational functions, capital planning, acquisitions, investor relations, and other strategic initiatives. He previously held the title of senior executive vice president, chief operating officer for 18 years, and prior to that, served as chief financial officer.
Before joining Wintrust, Dave worked for River Forest Bancorp, Inc. for five years, most recently as senior vice president and chief financial officer, and KPMG LLP for seven years, most recently as audit manager in the banking practice.
Job Titles:
- Member of the Board
- Principal and Director of Life Sciences at Sterling Bay
Dr. Suzet M. McKinney currently serves as Principal and Director of Life Sciences at Sterling Bay, where she oversees relationships with the scientific, academic, corporate, tech and governmental sectors involved in the life sciences ecosystem. Suzet has decades of public health expertise and leadership in Chicago and across the country. She is a Board member of Susan G. Komen Chicago, Thresholds, Lurie Children's Hospital, Wintrust Financial Corporation, Wintrust Investments, The Chicago Trust Company, and Great Lakes Advisors.
Suzet holds her Doctorate degree from the University of Illinois at Chicago School of Public Health. She received her BA in Biology from Brandeis University where she was also a Howard Hughes Fellow. She received her Master of Public Health degree (Health Care Administration) and certificates in Managed Care and Health Care Administration from Benedictine University.
Job Titles:
- Member of the Board
- Senior Managing Director at Great Lakes Advisors
Edward Calkins is a Senior Managing Director at Great Lakes Advisors where he manages the Large Cap Value strategy. In 1990, Ed helped found Great Lakes Advisors and has since played an instrumental role in the development of the firm's unique approach to equity management. He is one of the Portfolio Managers for the value equity approach, assists in managing client relationships, and participates in business development. He is a member of the Management Committee, Investment Committee, and Board of Directors.
Ed began his career at Continental Bank in 1973 after graduating with an MBA with distinction from the J.L. Kellogg Graduate School of Management at Northwestern University and earning a BS with honors from Saint Louis University. He is a member of the CFA Institute and its Chicago chapter and serves on the DePaul University Finance Advisory Board. Ed has also been a guest speaker at the International Foundation of Employee Benefit Plans.
Elliott Silver is Chief Compliance Officer of Wintrust Wealth Management. With over 25 years of experience in the investment industry and 18 years at the firm, Elliott is in charge of overseeing and managing compliance issues that arise within the organization. He ensures that the company is complying with all regulatory requirements and that employees are complying with internal policies and procedures.
Elliott earned an MBA from Wayne State University and a BA in Political Science from Oakland University. He holds FINRA Series 7, 4, 24, 53, 8, 63, and 66 Licenses in addition to an Illinois Insurance License. Elliott has also obtained the Certified Regulatory and Compliance Professional (CRCP™) designation from the FINRA Institute at Wharton.
Job Titles:
- Director of Strategy and Marketing
Eric Munger is the Director of Strategy and Marketing for Wintrust Wealth Management. Eric is responsible for the strategic planning and implementation of change initiatives and performance improvement projects associated with executing the firm's strategy.
Prior to joining the firm in July 2006, Eric most recently worked in a variety of project-oriented capacities for LaSalle Bank. Before his time with LaSalle Bank, Eric worked as a strategic advisor to Fortune 500 companies as a member of Mercer Management Consulting and as a project manager for Fluor Corporation.
Eric holds a BSE from the University of Michigan and an MBA with distinction from the J.L. Kellogg Graduate School of Management at Northwestern University.
Job Titles:
- Financial Advisor
- Vice President
Frederick Oh is a Financial Advisor whose mission is to build real partnerships with clients-helping them lay the foundation to achieve their financial objectives.
Job Titles:
- Member of the Wintrust Wealth Management Team
Ingrid Stafford retired in 2019 from Northwestern University after a career working in financial administration, including serving as its vice president for financial operations and treasurer. She is a trustee of the Evanston Alternative Opportunities Fund, an SEC-registered fund advised by Evanston Capital Management. Ingrid has professional expertise in several domains, including audit, finance, enterprise risk, debt, and investment management, and has served as audit chair in both corporate and nonprofit sectors. She received her bachelor's degree from Wittenberg University and earned two master's degrees: one from the University of Michigan, and one from the Kellogg School of Management at Northwestern University. An active volunteer and leader in Evanston, she is a participant in continuing education for bank directors, a fellow of Leadership Greater Chicago, and a co-chair of WomenCorporateDirectors - Chicago.
Job Titles:
- Chief Operations Officer
- Chief Operations Officer at Wintrust Investments
James Corbett serves as Chief Operations Officer at Wintrust Investments. He oversees the middle office operations team and the support desk, both of which provide daily operational support. He also oversees the Financial Advisor teams in the firm's correspondent offices.
Jim has over 26 years of experience in the financial services industry, including the last 23 years with Wintrust Wealth Management. Prior to becoming Chief Operations Officer, he served for 12 years as a Regional Manager, and spent 10 years with the Correspondent Bank Division (formerly known as Focused Investments, LLC) in various capacities, including Support Desk Supervisor.
Jim has a BS in Finance from Bradley University. He holds FINRA Series 7, 24, 63, and 66 Licenses in addition to Illinois Life and Health Insurance Licenses. He resides in Chicago with his wife and two children.
Job Titles:
- Chief Investment Strategist & Head of Multi - Asset Strategy
- Chief Investment Strategist of Great Lakes Advisors
Jason Turner is the Chief Investment Strategist of Great Lakes Advisors. He is a member of the firm's Investment Committee, authors market and economic commentary, regularly presents in the media and to professional conferences, and works with client portfolio managers to support institutional and private clients. As the Head of our Multi-Asset Strategy investment team, he is responsible for portfolio strategy, asset allocation, and for overseeing the firm's manager due diligence and selection efforts. He is also a member of the firm's Operating Committee and Management Committee.
Prior to joining Great Lakes in 2009, Jason served in various roles for Skyline Asset Management and Aon Hewitt Investment Consulting.
Job Titles:
- Director of Human Resources and Recruiting
Job Titles:
- Member of the Board
- Principal With JWC Consulting Group
Jim Croft is a Principal with JWC Consulting Group (JWCCG) in Chicago. JWCCG brings leadership and financial management experience to the nonprofit community and is positioned to help organizations meet strategic objectives and achieve their mission. In addition to his work at JWCCG, Jim serves as the academic director for nonprofit finance in the Kellogg School of Management's Center for Nonprofit Management at Northwestern University, and is a faculty member at Northwestern's School of Professional Studies. He is also on the MBA faculty in the College of Business at the University of Nebraska.
From 1984 to 2015, Jim was the Executive Vice President and Chief Financial Officer for The Field Museum in Chicago. In addition to leading the institution's financial operations, he was responsible for facilities management and several other operating units. For several years he served concurrently as the museum's chief development officer, managing the annual giving, major gifts, planned giving, and corporate and foundation giving programs. He was also responsible for a major capital campaign that successfully concluded in 2008.
Jim has also held several positions in social service administration, serving as a community center executive director, finance officer, and chief business officer. In 2016, he was appointed to the Financial Accounting Standards Board's (FASB) Nonprofit Advisory Committee (NAC). The NAC serves as advisors to FASB staff as it relates to accounting standards that are used by nonprofit organizations in the United States. Jim is also a member of several boards including, Chapin Hall at The University of Chicago, the Illinois Institute of Independent Colleges and Universities, and Great Lakes Advisors.
He received a PhD from the University of Nebraska where his doctoral work focused on higher education leadership and nonprofit financial management. He also studied business administration and management at the University of Nebraska, Roosevelt University, and National Louis University.
John Thomas joined Great Lakes Advisors to expand the firm's Institutional client presence with particular focus on Taft-Hartley and Public Fund clients. He is a member of the Great Lakes Advisors Board of Directors.
John was formerly with Rothschild & Co for 17 years as its Chief ERISA Plans Officer. Previously, John led the formation of Rorer Asset Management's Institutional Services department. He began his professional career as the youngest Director of Labor Relations for both the Bechtel Group Inc. and later the Philadelphia Electric Company. During this time, he served as a management trustee on several Taft-Hartley plans. John has also worked for the preeminent police, firefighter, public sector, and building and construction trades law firms of Jennings & Sigmond and Willig, Williams & Davidson, serving as a Labor, Employment, and ERISA counsel.
John is a member of the American, Pennsylvania, and Philadelphia Bar Associations and teaches labor law through The Penn State University Union Leadership Academy and Drexel University. John is a member of the National Wrestling Hall of Fame and received their Outstanding American Award. He now serves on the Board of the National Wrestling Hall of Fame (Pennsylvania Chapter), as counsel to the Executive Director of the National Wrestling Coaches Association, and serves on the board of Beat the Streets. John is a fellow at the Gordian Institute / RL Partners and serves as a board member of World Save Advisors. John is active with numerous youth related fund raising activities. He remains an avid sportsman, coach and athlete and enjoys wrestling, rugby, martial arts, skiing, golf, wing shooting, fresh water and salt water sport fishing and horseback riding.
John received a bachelor's degree from Franklin & Marshall College, and his Juris Doctor degree from Villanova University.
Karen joined CDEC in 1996 and during her career has facilitated tens of thousands of exchanges of real and personal property for corporate, institutional and individual taxpayers. She is also responsible for the overall financial management of the company. Prior to joining CDEC, Karen worked in the accounting division of Chicago Title and Trust Company and for Marshall Field & Company after completing their Management Training Program.
Karen earned her B.S. from the University of Illinois at Urbana-Champaign and earned her Certificate in Computer Careers at DePaul University in Chicago in 2003.
Job Titles:
- Member of the Board
- Senior Advisor for Management Control International, Inc
Marla Glabe is a Senior Advisor for Management Control International, Inc., a privately owned family asset management firm and Lead Managing Director for MasterMind Advisory Board, a corporation offering advisory services to CEOs and Business Entrepreneurs.
Marla serves on the Board of Directors of Wintrust Financial Corporation, Royal Neighbors of America, Wintrust Investments, The Chicago Trust Company, Great Lakes Advisors, and Northwest Community Healthcare, and on the Executive Advisory Committee for First Insurance Funding and Wintrust Life Finance. She is a member of Heidrick & Struggles' Chief Advisor Network, an Executive Mentor for The Menttium Program, a member of the YWCA's Academy of Women Achievers, and Board of Director for the Royal Neighbors Foundation.
Job Titles:
- Chief Executive Officer
- Member of the Board
- Member of the Wintrust Wealth Management Team
- Chief Executive Officer for the Chicago Trust Company
- the Chicago Trust Company
As Chief Executive Officer for The Chicago Trust Company, Mary Ann Korenic is responsible for creating, communicating, and implementing the firm's vision, mission, and overall strategic business development efforts.
She brings over 26 years of wealth management, trust and estate planning, and fiduciary expertise to the role. Upon joining Wintrust in 2013, she started in the Trust Company as a Trust Officer and Senior Wealth Advisor. From there, Mary Ann broadened her responsibilities within the Wintrust Wealth Services group leading business development initiatives and operating as the key point of contact for high net worth clients, business owners, and prospects in matters relating to trust and estate planning. In 2018, Mary Ann was promoted to Managing Director in Wealth Services, taking responsibility for the team of Wealth Services bankers in the Chicago market.
Prior to joining Wintrust, Mary Ann served as Vice President and Senior Trust Team Manager in the Philadelphia/Wilmington region for Wells Fargo Bank; was Director of Trust Administration and Trust Relationship Manager at Fifth Third Private Bank in Chicago, served as Vice President and Senior Fiduciary Executive at First National Bank in Lansing, IL, as well as Personal Trust Relationship Manager and Business Development Officer at Northern Trust Bank of Arizona.
Mary Ann graduated from the University of Illinois at Champaign/Urbana with a Bachelor of Arts degree in Speech Communications and earned her JD from IIT Chicago-Kent College of Law. She is a member of the Chicago Estate Planning Council, on the Board of Directors for the American Red Cross, Illinois division, Chicago Financial Exchange, and Leading Women Executives of Chicago. Mary Ann and her husband live in Dyer, Indiana and their blended family is inclusive of five adult children.
Job Titles:
- Member of the Board
- President and Chief Executive Officer of Chicago Deferred Exchange Company
Mary Cunningham is President and Chief Executive Officer of Chicago Deferred Exchange Company, one of the nation's oldest and largest providers of Qualified Intermediary services to investors seeking to structure tax-deferred exchanges under IRC Section 1031. Mary is responsible for a team of professionals who are dedicated to providing Qualified Intermediary and Exchange Accommodation Titleholder services to attorneys, accountants, real estate and tax professionals nationwide.
Mary's expertise comes from her direct involvement with tens of thousands of tax-deferred exchanges across a diverse group of assets over a 20+ year period. Mary earned her B.S. in Finance from Miami University in Oxford, Ohio and is a 1996 graduate of the American Bankers Association National Graduate Trust School and holds the Certified Exchange Specialist® designation. Mary is actively involved in the Federation of Exchange Accommodators (FEA) the national trade organization for qualified intermediaries. Mary currently serves on the FEA Executive Committee.
Michael Smyth is Chief Financial Officer for Wintrust Wealth Management and has held impact financial leadership roles in the financial services industry for 30 years.
Michael joined the firm in January 2019 and is responsible for overall financial management of Wintrust Wealth Management businesses. With his experience and deep commitment to financial discipline and insights, value creation and continuous business improvement, Michael serves as a key member of the leadership team.
Before joining the firm, Michael spent 18 years at the BMO Harris in financial management roles across wealth management, corporate banking and capital markets, and most recently was Chief Financial Officer for Equity Trust, a Cleveland based leading custodian of non-traditional assets.
Michael graduated from DePaul University with a bachelor's degree in finance and accounting and holds a FINRA Series 27 license. He serves as Board Member and Treasurer for the Cleveland Triathlon Club and is married with two children.
Michael Kamradt retired from the CME Group in 2018 where he was Executive Director of the International Markets Team. In that capacity, he was responsible for leading the growth efforts of CME's exchange traded products with Central Banks. Michael has more than forty years of experience in financial markets including management positions in investment management, sales, trading, research, and consulting. Michael serves on the Board of Directors of Wintrust Investments, The Chicago Trust Company, and Great Lakes Advisors.
He received his BA in Business Finance from Western Illinois University and MBA in Finance from the University of Chicago.
Job Titles:
- Member of the Board
- Chief Operating Officer and Market Head of Wintrust Commercial Banking
Paul Carlisle is Chief Operating Officer and Market Head of Wintrust Commercial Banking, where he is responsible for leading and coordinating middle market banking across all of the Wintrust Banks. Paul has spent his entire career serving middle market organizations in the greater Chicago area. He joined Wintrust in 2010 and prior to that spent over 25 years with JPMorgan Chase and its predecessor banks, American National and Bank One.
Paul graduated from Hammond (IN) High School and obtained both his BA (Business) and his MBA (Finance) from the University of Chicago. He serves on the Board of Governors and as a member of the Executive Committee of the Metropolitan Planning Council, President of the Avenues to Independence Foundation, and as a board member of the Better Business Bureau of Chicago, the Chicago History Museum, the Chicago Police Memorial Foundation, Universal Chemicals & Coatings, Inc., Wintrust Investments, The Chicago Trust Company and Great Lakes Advisors LLC.
Robert Mayo retired from The Chicago Trust Company in 2020 after 17 years of service. He managed all aspects of the firm and ensured the firm's compliance with all regulations and policies and is a 30-year veteran of the trust administration industry.
Bob received his BA from MacMurray College. He successfully completed the National Trust School and graduated with honors from the National Graduate Trust School at Northwestern University. Bob is a member of The Chicago Trust Company Board of Directors and a member of the FIS Corporation Investment Technology Services Advisory Board. Bob is also a member of the Chicago Estate Planning Council. Bob resides in Western Springs, Illinois with his wife, Beth.
Job Titles:
- Member of the Board
- Advisory Director of Boys Hope Girls Hope of Illinois
- the Chicago Trust Company / Wintrust Investments
Scott Heitmann currently serves as an advisory director of Boys Hope Girls Hope of Illinois. He is a director of Great Lakes Advisors, Wintrust Investments, The Chicago Trust Company, Wintrust Financial Corporation, and Wintrust Bank. Scott has previously served as a director of LaSalle Bank Corporation, Standard Federal Bank, and the Federal Home Loan Bank of Chicago.
Job Titles:
- Director of Sales for Wintrust Wealth Management 's Investment
Terrance Hughes serves as the Director of Sales for Wintrust Wealth Management's Investment group. Terry began his career with Wintrust Wealth Management in 2007 and oversees the Sales Management and Financial Advisor network within the firm.
Prior to joining the firm, Terry was employed at Bank Leumi USA as Head of Private Banking and as Investments Supervisory Principal, managing teams in Chicago, California, and New York. Terry started his career in the financial services industry with Bell Federal Savings in Chicago as a retirement plan administrator. He later became a financial executive with Citicorp Investment Services and was ultimately promoted to Executive Vice President at Citibank FSB.
Terry holds a BA from Loyola University of Chicago. He is a member of the Illinois Academic Advisory Board, where he counsels the state board of colleges on curriculum requirements for students desiring a career in financial services. He is also a member of the American Society of Pension Professionals Actuaries. In addition, Terry maintains his FINRA Series 7, 24, 63, and 65 Licenses. Terry resides in Plainfield, Illinois with his wife and two children. In his spare time, he actively participates in the community via the Arial Foundation, where he mentors inner city youth. He also volunteers as a football coach for area junior high school students.
Job Titles:
- Chairman
- Chief Executive Officer
- Member of the Board
Thomas P. Zidar began his tenure with Wintrust Wealth Management as Chairman and CEO in June 2006 and oversees four operating business units: Asset Management, Trust, Investments, and 1031 Exchange. He has an extensive financial services background, most recently serving as Executive Vice President, Personal Financial Services at ABN AMRO's LaSalle Bank. In this role, Tom headed five business units and was responsible for more than 1,000 sales, operations, and credit staff across the Midwest. During his tenure with ABN AMRO, he also served as Chairman, President, and CEO of ABN AMRO Financial Services; Senior Vice President, Integration Management; and Senior Vice President/First Vice President, Acquisitions & Corporate Capital. Prior to that, Tom held positions in management consulting in Chicago and investment banking in New York and London.
Tom received his BBA from the University of Notre Dame and his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University. At Kellogg, he was an F.C. Austin Scholar and a Jim Packard Memorial Scholar. In addition, Tom has received Crain's Chicago Business "40 Under 40" award and Crain's Detroit Business "40 Under 40" award.
Tom is married and has four children. He and his wife are currently very involved in the Glenview, Illinois community, focusing on children's educational and athletic programs. Tom also serves on the Chicago Public Media Business Leadership Council.
Job Titles:
- Chief Executive Officer
- Member of the Board
- Member of the Wintrust Wealth Management Team
- Chief Executive Officer of Great Lakes Advisors
Tom serves as Great Lakes Advisors' Chief Executive Officer. He is an active member of the firm's Management Committee, Operating Committee, Investment Committee, and Board of Directors. Prior to joining Great Lakes Advisors in 2006, Tom was Managing Director & Principal at Bear Stearns Asset Management where he served the public fund and Taft-Hartley business groups and co-founded Continental Investment Group, an institutional asset management marketing firm. In addition, Tom worked for Amalgamated Bank of Chicago and began his career in 1984 as a bond underwriter/trader at First Chicago Corporation.
Tom was raised on Chicago's Southside, the youngest of five children. He continues to reside in the area where he and his wife raised three kids. Today, he is Chairman of the University of St. Mary of the Lake Board of Advisors and is also KM in the Order of Malta. He serves as Trustee and President of a suburban Illinois Police Pension Fund and is a member of several associations, including the International Foundation of Employee Benefit Plans, the National Conference of Public Employee Retirements Systems, the Illinois Public Pension Fund Association, the Resource Center for Religious Institutes, and the Economic Club of Chicago. Tom serves as a committee member for The Annual Rerum Novarum celebration devoted to the roles of church and state as it pertains to economics, social responsibility, and the rights of workers. Tom was awarded the Rerum Novarum Award for Business 2019. He is also a Regional Board member of the Ireland Funds and supports numerous local institutions including, SOS Children's Villages, Arise Chicago, Be a Light for Chicago, Misericordia, Mercy Home for Boys and Girls, Immigration Ministry, Link Unlimited, Special Olympics/Special Children's Charities, Alzheimer's Association, and the American Red Cross of Chicago.
Tom is a Director of Wintrust's Old Plank Trail Community Bank and has served as a guest lecturer on Business Ethics and Socially Responsible Investing for the MBA program at the Mendoza College of Business at the University of Notre Dame. In his free time, Tom enjoys golf, fishing, and traveling with his family. An avid White Sox fan, Tom has come to appreciate the team on the Northside and also enjoys the Chicago Bears, Blackhawks, Sky, and Bulls.
Thomas R. Kiley serves as the Chief Executive Officer of Great Lakes Advisors and is a member of the firm's Board of Directors as well as the Board member for Wintrust's Old Plank Trail Community Bank.
Prior to joining Great Lakes Advisors in 2006, Tom was Managing Director/Principal at Bear Stearns Asset Management, where he served the public fund and Taft-Hartley business group. Prior to this, he co-founded Continental Investment Group, an institutional asset management marketing firm focused on providing investment strategies to a diverse group of clients. Tom began his career as a bond underwriter/trader at First Chicago Corporation.
Tom is a member of the University of St. Mary of the Lake (Mundelein Seminary) Board of Advisors. He is a Trustee and serves as President of a suburban Illinois Police Pension Fund and is a member of several associations, including The Resource Center for Religious Institutes, The Economic Club of Chicago, The International Foundation of Employee Benefit Plans, The National Conference of Public Employee Retirements Systems, and The Illinois Public Pension Fund Association. He is also a committee member for The Annual Rerum Novarum Award and a Regional Board member of the American Ireland Fund.
Tom earned his MBA in Finance from the J.L. Kellogg Graduate School of Management at Northwestern University. Prior to that, Tom graduated with a BA in Economics from the University of Illinois, Urbana-Champaign.
Tim Crane - President, Treasurer
Job Titles:
- Member of the Board
- President
- Treasurer
Tim Crane, president and treasurer, joined Wintrust in 2008 and is responsible for overseeing Wintrust's 15 community bank charters and several lines of business. He serves on Wintrust's Executive Management Committees and is chairman of both the Lake Forest Bank & Trust and Wintrust Bank boards of directors. Prior to joining the company, Tim was president of Harris Bank/Bank of Montreal in Chicago, with more than 240 retail locations, where he was employed for 24 years. He has had positions leading both commercial and retail banking businesses, as well as leading acquisition activities. He has extensive international experience specifically related to operations in Canada and Mexico.
Tim earned an MBA in finance from the University of Chicago and an undergraduate degree from University of Illinois at Champaign-Urbana. He has also completed executive leadership programs at the Ivy School in Toronto, Canada, and Northwestern University's Kellogg School of Business. He has been a speaker at numerous financial conferences and served as a faculty member for several banking schools. He is active in the Chicago area, currently serving on the board of directors for Metropolitan Family Services, the Bank Administration Institute, Chicago United, and the DePaul University. He is a former board member of the Metropolitan Planning Council. Tim is active in the Economic Club of Chicago, the Executive Club of Chicago, and The Bankers Club of Chicago.
Timothy Schlindwein possesses over 49 years of experience in the investment management industry. He is the firm's Managing Principal, chief investment officer and chief compliance officer. He has created mutual funds, managed mutual funds and institutional portfolios, and headed an investment firm with managed assets exceeding $28 billion. Tim has built and managed complete investment operations, and his "hands-on" investment experience includes all areas of portfolio management, research, and trading.
Prior to forming Schlindwein Associates, LLC in 1995, Tim spent twenty years with the Chicago investment counsel firm of Stein Roe & Farnham, progressing from portfolio manager to chairman and chief executive officer. He currently serves on the boards of Tel Aviv University, American Friends of Tel Aviv University, Great Lakes Advisors, and Village of Oak Brook Firefighters Pension Fund. Tim also serves on advisory councils for Tel Aviv University Coller School of Management and Boise State University College of Business and Economics. He is a Chartered Investment Counselor.
Tim earned his bachelor's degree, magna cum laude, from the University of Notre Dame and his MBA from the University of Chicago where he served from 1991 to 2012 on the Booth School of Business Advisory Council. He has lectured on portfolio management and investment manager evaluation for the School's Executive MBA program in Chicago and the Executive Education program in Chicago and the United Arab Emirates.