Tim Treacy

Tim Treacy

Portfolio Manager-Equities at Wintrust Investments LLC

Finance
Consumer Services

Profile

Mr. Timothy P.
Treacy
is a Senior Vice President at Wintrust Investments LLC.
He joined Wintrust Wealth Management in 2007 as a Financial Advisor with the Linda Becker Team.
He works with families, professionals, and small business owners to help them achieve both their short- and long-term financial goals.
As a CERTIFIED FINANCIAL PLANNER practitioner, he specializes in designing portfolios, monitoring risk and volatility, prescribing asset allocation, and creating insurance, estate, and retirement plans.
He often works with attorneys and accountants to assist his clients with their tax and estate planning needs.
He values the relationships he has developed with his clients and their families and has a passion for helping them realize their financial goals.
He provides unbiased solutions that are customized in accordance with each client’s financial circumstances, objectives, and risk tolerance.
He graduated from the University of Illinois at Champaign-Urbana’s business school with a bachelor’s degree in Finance.
He holds FINRA Series 7 and 66 Licenses.
He is currently a member of the Metropolitan Board at the Children’s Museum in Chicago.

Tim Treacy active positions

CompaniesPositionStart
Portfolio Manager-Equities 2007-05-31
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Training of Tim Treacy

University of Illinois Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

52

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2

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