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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-29 |
Branch Locations
150 South Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 05/2024 | 10/2024 |
| Kabouter Management Llc | Chicago | IL | 11/2021 | 05/2024 |
| Aon | Chicago | IL | 06/2019 | 11/2021 |
| Nwq Investment Management/Nuveen | Los Angeles | CA | 03/2016 | 06/2019 |
| Bartlett & Co. Wealth Management, Llc | Chicago | IL | 10/2024 | Present |
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