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Jay Trees
Portfolio Manager-Equities at Segall Bryant & Hamill LLC
Jay Trees active positions
Companies | Position | Start | End |
---|---|---|---|
Segall Bryant & Hamill LLC
![]() Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Portfolio Manager-Equities | 30/09/2015 | - |
Career history of Jay Trees
Former positions of Jay Trees
Companies | Position | Start | End |
---|---|---|---|
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 30/12/1981 | 30/12/1981 |
Trees Investment Counsel LLC
![]() Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | Chairman | 31/12/1981 | - |
Founder | 26/10/2010 | - | |
Portfolio Manager-Equities | 31/12/1981 | - | |
Portfolio Manager-Fixed Income | 31/12/1981 | - |
Training of Jay Trees
The University of Chicago | Masters Business Admin |
Princeton University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Chairman | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Trees Investment Counsel LLC
![]() Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | Finance |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Segall Bryant & Hamill LLC
![]() Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
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