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1550 West Carroll Avenue Unit 211-D, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-20 |
Branch Locations
1550 West Carroll Avenue Unit 211-D, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cupps Capital Management | Chicago | IL | 07/2014 | 10/2016 |
| Advisory Research, Inc. | Chicago | IL | 10/2016 | 07/2017 |
| William Blair Investment Management | Chicago | IL | 02/2020 | 02/2024 |
| Sankota Capital Llc | Chicago | IL | 05/2024 | Present |
| Columbia Wanger Asset Management | Chicago | IL | 07/2017 | 02/2020 |
I am the CIO/Treasurer of the Judy Family Foundation (Nov-23 to present), which is located at 14 Country Lane, Northfield, IL 60093. In this role, I am primarily focused on long-term asset allocation decisions and the evaluation of private investments. I have no discretion over the marketable securities portfolio, which is run by an independent investment advisor. I spend no more than 10 hours every quarter on these duties and the work is conducted outside of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-20 |
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