Rob Stewart

Rob Stewart

Portfolio Manager-Equities at Wintrust Investments LLC

Finance
Consumer Services

Profile

Mr. Robert J.
Stewart is a Vice President at Wintrust Investments LLC.
He is a Financial Advisor whose areas of expertise include the creating, maintaining, and passing of permanent wealth.
He develops portfolios to generate monthly income, constructs strategies to reduce income tax, and creates retirement plans for both individual clients and businesses.
He serves on the Board of the Bleeding Disorders Alliance Illinois.
Prior to joining the firm, Mr. Stewart was employed at Midwest Bank and Trust as a Wealth Management Advisor.
During his tenure at Midwest, he served as a member of their wealth management investment committee and was a regular contributor to a weekly radio talk show.
He holds a bachelor’s degree from the University of Dayton’s School of Business Administration.
He holds FINRA Series 7 and 66 Licenses as well as Life, Health, and Variable Annuities Insurance Licenses.

Rob Stewart active positions

CompaniesPositionStart
Portfolio Manager-Equities 2009-03-31
All active positions of Rob Stewart

Former positions of Rob Stewart

CompaniesPositionEnd
Midwest Bank & Trust Co. Corporate Officer/Principal -
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Training of Rob Stewart

University of Dayton Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

52

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Midwest Bank & Trust Co.

Finance

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