Dan Volk

Portfolio Manager-Equities at Wintrust Investments LLC

Finance

Consumer Services

Profile

Mr. Daniel M.
Volk is a First Vice President at Wintrust Investments LLC.
He has been providing investment advice to clients since 1999.
He focuses on helping clients achieve their goals and building long-term, trusting relationships.
Listening to and caring about each family's needs and concerns, he constructs an ever-changing portfolio mix based on time horizon, risk tolerance, and client objectives while keeping a close eye on market conditions.
Prior to joining the firm, he worked at Merrill Lynch as a Financial Advisor after working at J.P.
Morgan for seven years as a Senior Relationship Advisor.
He holds a Bachelor’s degree in Economics from Northern Illinois University.
He holds FINRA Series 7, 52, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

Dan Volk active positions

Companies	Position	Start
Wintrust Investments LLC Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.	Portfolio Manager-Equities	2009-02-28

All active positions of Dan Volk

Former positions of Dan Volk

Companies	Position	End
Merrill Lynch & Co., Inc.	Corporate Officer/Principal	1998-12-30
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.	Corporate Officer/Principal	-

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Training of Dan Volk

Northern Illinois University

Undergraduate Degree

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Linked companies

Private companies	3
Wintrust Investments LLC Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.	Finance
Merrill Lynch & Co., Inc.	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.	Finance

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