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Showing 1 - 12 of 33 results
WYNNCHURCH CAPITAL, L.P.
WYNNCHURCH CAPITAL, L.P.
Rosemont, Illinois
50-99 employees
Oversight of selected portfolio companies including integration, team building, strategic planning, financial reporting, M&A and financing. Develop and work with senior management teams on value creation plan execution. Interim CFO work as needed.
Retirement Benefits Rank
Top Benefits
JFM ENTERPRISES, INC.
JFM ENTERPRISES, INC.
Oak Brook, Illinois
1-24 employees
The JFM Group LLC, (JFM) a New York-based company, provides overall strategic planning, individualized fundraising campaigns, event and production management to not for profit organizations locally, nationally, and globally. Our team, led by Joan F. Morgan, is a unique combination of creative thinkers, hands-on leaders, stellar organizers, and an unparalleled mix of commitment, enthusiasm, and good spirit for every project. Let The JFM Group LLC put its 25-plus years of innovation and success to work for your organization!
Retirement Benefits Rank
Market Leading
EFFICIENT CAPITAL MANAGEMENT, LLC
EFFICIENT CAPITAL MANAGEMENT, LLC
Warrenville, Illinois
25-49 employees
Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become one of the world's long-standing Commodity Trading Advisor (“CTA”) multi-manager firms. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements. Efficient is registered with the U.S. Commodity Futures Trading Commission as a Commodity Pool Operator (“CPO”) and a Commodity Trading Advisor and is a member of the National Futures Association. Efficient also is registered as an investment adviser with the U.S. Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
OBERWEIS ASSET MANAGEMENT, INC.
OBERWEIS ASSET MANAGEMENT, INC.
Lisle, Illinois
25-49 employees
Oberweis Asset Management, Inc. is an independent investment management firm that seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. We offer our active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and our own proprietary mutual fund family. Established in 1989, Oberweis is privately held, and headquartered in suburban Chicago. With experienced equity research staff based in New York, London and Hong Kong, maintaining a global footprint helps us uncover investment opportunities the world over.
Retirement Benefits Rank
Top Benefits
HOVDE GROUP, LLC
HOVDE GROUP, LLC
Inverness, Illinois
25-49 employees
Bank Specialists Providing Experience - Leadership - Results Hovde Group is a leading U.S. financial advisory group that provides a full-service suite of investment banking, capital markets, and financial advisory services focused exclusively on the banking and thrift industry. As a leading specialist in the banking sector for over 35 years, Hovde Group consistently ranks among the top firms in mergers and acquisitions and capital markets transactions for U.S.-based bank and thrift institutions. Our firm draws from many years of experience and the comprehensive financial services expertise of our team members to develop and deliver innovative and value-added solutions for our clients. Our experienced professionals provide clients across all 50 states with the expertise, resources and focus necessary to structure, negotiate and successfully close strategic transactions. Hovde Group is a member FINRA/SIPC.
Retirement Benefits Rank
Market Leading
ARCH VENTURE MANAGEMENT, LLC.
ARCH VENTURE MANAGEMENT, LLC.
Chicago, Illinois
25-49 employees
Early stage venture firm focused on life science discoveries to prevent, detect and cure disease.
Retirement Benefits Rank
Market Competitive
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CAPSTONE FINANCIAL ADVISORS, INC.
CAPSTONE FINANCIAL ADVISORS, INC.
Downers Grove, Illinois
25-49 employees
At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.
Retirement Benefits Rank
Market Competitive
VERMILLION FINANCIAL ADVISORS
VERMILLION FINANCIAL ADVISORS
South Barrington, Illinois
1-24 employees
Vermillion Financial Advisors (VFA) is a financial planning firm specializing in assisting those clients 50 plus who are concerned about their personal financial security with an emphasis on retirement planning. Most VFA clients have a net worth in excess of $1,000,000.
Retirement Benefits Rank
Top Benefits
INNOVATOR CAPITAL MANAGEMENT LLC
INNOVATOR CAPITAL MANAGEMENT LLC
Wheaton, Illinois
50-99 employees
Formed in 2017, Innovator Capital Management LLC has a legacy of innovative investment solutions. The firm is currently headed by Bruce Bond and John Southard, founders of PowerShares ETFs, the 4th largest ETF provider in the world. Innovation is our hallmark and acts as a guide to our company’s principles. Our passion is to provide investors with next generation investment opportunities. We are driven by our commitment to help people better control their financial outcomes. THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES SHOULD BE CONSIDERED BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER IMPORTANT INFORMATION, AND MAY BE OBTAINED BY CALLING 800.208.5212 OR VISITING INNOVATORETFS.COM. READ IT CAREFULLY BEFORE INVESTING. INVESTING INVOLVES RISKS. PRINCIPAL LOSS IS POSSIBLE. Innovator ETFs are distributed by Foreside Fund Services, LLC.
Retirement Benefits Rank
Market Competitive
STONEBRIDGE ADVISORS LLC
STONEBRIDGE ADVISORS LLC
Wheaton, Illinois
1-24 employees
• Execute preferred securities transactions with discretion over timing and price levels for an actively managed ETF, a closed-end fund, and multiple SMA platforms totaling $3.5B AUM• Responsible for managing investment and rebalancing of all firm SMA accounts ($900M AUM), in accordance with a portfolio model • Perform ad hoc credit research and write reports utilized by portfolio managers seeking to maximize total return while implementing strategies consistent with fund objectives • Analyze relative value and security structures of preferred, hybrid, and debt securities using a proprietary security database to develop security swap proposals for portfolio managers• Monitor potential macro risks using top-down analysis related to securities under management, focusing on oil risk• Support Portfolio Managers with various investment evaluations related to fixed income securities, including the research and drafting of a comprehensive reference document describing security characteristics and upcoming legislative developments concerning Contingent Capital Securities (CoCos) • Perform post-trade activity, including trade allocations between funds, trade break/fails and finalizing trade confirmation and settlements • Contribute to weekly investment team meetings and street analyst/trader dinners discussing recent market events and strategies
Retirement Benefits Rank
Top Benefits
EXEMPLAR FINANCIAL NETWORK, LLC
EXEMPLAR FINANCIAL NETWORK, LLC
Crystal Lake, Illinois
50-99 employees
Exemplar Financial Network was founded by financial professionals just like you. We believe that business is built on relationships and building them is our business. Exemplar is: - Advisors helping Advisors - Sharing best practices - Identifying and filling knowledge gaps - Increasing efficiency and competence - Collaborating leads to innovations. Our success is knowing that success is the result of helping others reach their goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member Finra.com / SIPC.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.exemplarfnadvisor.com.
Retirement Benefits Rank
Below Market
MONERE INVESTMENTS, INC.
MONERE INVESTMENTS, INC.
Schaumburg, Illinois
1-24 employees
Monere Investments, Inc. is a financial services firm offering its clients an extensive platform of investment choices. Disclosure: Opinions and comments expressed by LinkedIn users are those of the persons submitting them and do not necessarily represent the views and opinions of Monere Investments, Inc. Information shared by Monere is available to the public and it is posted for informational purposes only. Monere makes no representation as to its accuracy or validity.
Retirement Benefits Rank
Market Laggard