Best Investors
Account
Sign in
Best Investors
Account
Sign in
231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| IL | RA | APPROVED | 2026-01-09 |
Branch Locations
231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Advisors | Chicago | IL | 11/2008 | Present |
CHICAGO TRUST COMPANY IS LOCATED AT 959 S. WAUKEGAN ROAD 60045. INVESTMENT-RELATED, AFFILIATED ENTITY. POSITION IS AN ASSISTANT VP / PORTFOLIO MANAGER ROLE WITH 160 HOURS PER MONTH, OF WHICH 35 HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS. RESPONSIBILITIES INCLUDES CLIENT SERVICE, STRATEGIC PLANNING AND PORTFOLIO MANAGEMENT. START DATE OF POSITION IS 11/01/2008. GLA COMPLIANCE HAS REVIEWED THE OUTSIDE EMPLOYMENT AND HAVE DETERMINED THAT ACTIVITY: 1.) DOES NOT INTERFERE WITH OR COMPROMISE EMPLOYEE'S RESPONSIBILITIES TO GLA, AND 2.) WILL NOT BE VIEWED BY THE PUBLIC AS PART OF GLA'S BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-11 |
Reach out to this advisor