Maria Gordon
Senior Vice President and Portfolio Manager at Wintrust Private Trust Company, a Wintrust Wealth Management Company
- Role
- Senior Vice President and Portfolio Manager at Wintrust Wealth Management
- Location
- Wilmette, IL, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President and Portfolio Manager
Jan 2007 — Present
Maria servers as a Client Portfolio Manager for Wintrust Wealth Management and has been providing comprehensive wealth management services to her clients for over 25 years. Maria joined Wintrust in 2007 and works with private clients to create investment solutions tailored to each client\'s unique needs.With her deep experience and commitment to service, Maria develops a client profile, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives while monitoring portfolio risk. Before joining Wintrust, Maria spent nearly 10 years as a Portfolio Manager at Northern Trust and managed over $200 million in assets.Maria graduated from Lake Forest College with a BA in Mathematics and Business. She also holds an MS in Financial Markets from the Illinois Institute of Technology and holds a FINRA Series 65 License.
Education
Lake Forest College
Bachelor of Arts (B.A.), Business and Mathematics
1993 — 1997
Illinois Institute of Technology
Master of Science (M.S.), Financial Markets
2000 — 2002
Skills
- Iras
- Investments
- Series 7
- Equities
- Financial Markets
- Trading
- Portfolio Management
- Asset Management
- Investment Management
- Fixed Income
- Financial Planning
- Asset Allocation
- Mutual Funds
- Securities
- Estate Planning
- Retirement Planning
- Finra
- High Net Worth Individuals
- Strategic Financial Planning
- Wealth Management
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