Jeff Sweno
Portfolio Manager-Equities at Wintrust Investments LLC
Network origin in Jeff Sweno first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Wisconsin
480
| College/University | Other Consumer Services | 480 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
132
| Extinct | Investment Banks/Brokers | 132 |
Wintrust Capital Management LLC
 Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is also known as Great Lakes Advisors LLC. Wintrust traces its origin to 1931 when Wayne Hummer, George Barnes and Harry Baum formed a financial services firm that provided investment advice to small and medium-sized banks. In 1981, after serving investors for 50 years, Wayne Hummer Management Co. was formed to provide discretionary, fee-based, investment management services. In 2002, Wayne Hummer Management Co. merged with Wintrust Financial Corp. (NasdaqGS: WTFC), a Chicago-based a financial services holding company and the firm became known as Wintrust Capital Management. Wintrust Capital Management consists of 3 divisions: Wayne Hummer Investments, the Chicago Trust Co. and Wayne Hummer Asset Management Co.
64
| Extinct | Investment Managers | 64 |
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.
52
| Subsidiary | Investment Managers | 52 |
Northern Trust Securities, Inc.
 Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Sweno via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| IBM | Packaged Software | Corporate Officer/Principal | |
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Quarles & Brady LLP
 Quarles & Brady LLP Miscellaneous Commercial ServicesCommercial Services Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Consultant / Advisor | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Management Co., Inc.
 Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Ener1, Inc.
 Ener1, Inc. Electrical ProductsProducer Manufacturing Ener1, Inc. develops and manufactures compact, high performance lithium-ion (Li-ion) batteries. The company was founded in 1985 and is headquartered in Indianapolis, IN. | Electrical Products | Corporate Officer/Principal | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Director/Board Member | |
Merrill Lynch & Co. Canada Ltd.
 Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance/Rental/Leasing | President Corporate Officer/Principal President | |
| GOLDEN ENERGY AND RESOURCES LIMITED | Coal | Director/Board Member | |
WestSphere Capital Associates LP
 WestSphere Capital Associates LP Regional BanksFinance WestSphere Capital Associates LP is a merchant banking firm. The private company is based in New York, NY and has subsidiaries in the United States. | Regional Banks | Chief Executive Officer | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| John Marshall Law School (Georgia) | College/University | Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Doctorate Degree | |
| University of Tennessee | College/University | Corporate Officer/Principal Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Ecole Centrale Lyon | College/University | Undergraduate Degree | |
IA Capital Group, Inc.
 IA Capital Group, Inc. Investment ManagersFinance IA Capital Group Inc (IA Capital Group) is a private equity/venture capital firm founded in 1992. The firm is headquartered in New York. | Investment Managers | Investment Committee Member | |
State Bar of Wisconsin
 State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Children's Hospital of Philadelphia Foundation
 The Children's Hospital of Philadelphia Foundation Hospital/Nursing ManagementHealth Services The Children's Hospital of Philadelphia Foundation operates charitable organizations for children's health care. It conducts programs on patient care, research, and clinical education. The company was founded in 1855 and is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Corporate Officer/Principal | |
American Bar Foundation
 American Bar Foundation Miscellaneous Commercial ServicesCommercial Services The American Bar Foundation operates as a non-profit law professionals organization. The non-profit company is based in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Association of Bond Lawyers
 National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lenovo (United States), Inc.
 Lenovo (United States), Inc. Computer Processing HardwareElectronic Technology Lenovo (United States), Inc. designs, manufactures, and sells computers. It also resells software and hardware products. The company is headquartered in Morrisville, NC. | Computer Processing Hardware | Corporate Officer/Principal | |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal | |
Milwaukee Bar Association, Inc.
 Milwaukee Bar Association, Inc. Miscellaneous Commercial ServicesCommercial Services Milwaukee Bar Association, Inc. operates as a bar association. The non-profit company is based in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Professional Dimensions | Corporate Officer/Principal | ||
| CELLECTAR BIOSCIENCES, INC. | Pharmaceuticals: Major | Corporate Officer/Principal |
Statistics
International
| United States | 44 |
| France | 4 |
| Canada | 2 |
| Singapore | 2 |
| China | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 15 |
| Commercial Services | 7 |
| Electronic Technology | 4 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 138 |
| Portfolio Manager-Equities | 99 |
| Undergraduate Degree | 92 |
| Director/Board Member | 82 |
| Masters Business Admin | 32 |
Most connected contacts
| Insiders | |
|---|---|
| Greg Fleming | 26 |
| Gregory H. Sachs | 23 |
| Tom Zidar | 20 |
| Agus Mulyanto | 17 |
| Jeffrey Edwards | 14 |
| Jay Robert Sekelsky | 13 |
| Ann M. Murphy | 10 |
| Yu Neng Lim | 9 |
| Grant Berlin | 9 |
| Paul Leff | 9 |
| Ahmass L. Fakahany | 8 |
| Melissa R. Brown | 8 |
| Boon San Gan | 8 |
| Lee Goodrick | 7 |
| George Edward Hovany | 7 |
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