Profile
Mr. Charles H.
Self is a Chief Investment Officer at Sumnicht & Associates LLC.
He has over 35 years of experience in the investment management industry.
Mr. Self began his career at Northern Trust Company.
His success led to managing multi-billion dollar fixed income portfolios at ABN AMRO and Prudential.
This experience led to a position as CIO for the Teachers’ Retirement System of Illinois.
Along the way, he has gained much experience in alternative investments and investment consulting with high net worth and family office clients.
He holds a BSB in Accounting from University of Minnesota – Carlson School of Management and a MBA, Statistics and Finance from The University of Chicago – Booth School of Business.
He is a Chartered Financial Analyst charter holder.
Former positions of Chuck Self
| Companies | Position | End |
|---|---|---|
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Portfolio Manager-Fixed Income | 08/08/2011 |
Sumnicht & Associates LLC
 Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Chief Investment Officer | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Finance |
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