Profil
Mr. Mark A.
Bianchi is a First Vice President at Wintrust Investments LLC.
He joined the firm in April 2007 as a Financial Advisor.
He is part of The Linda Becker Team and takes pride in assuring his clients receive the highest level of customer service possible.
He works with families to identify their financial goals and to create tax efficient strategies to attain those goals.
Using stocks, bonds, ETFs, mutual funds, and various insurance vehicles, he creates portfolios that are designed to match each client’s risk tolerances and investment objectives.
Mr. Bianchi holds FINRA Series 7 and 66 Licenses.
Aktive Positionen von Mark Andrew Bianchi
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.04.2007 |
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Private Unternehmen | 1 |
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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 |