Profil
Over 20 years of Trust and Wealth Management experience.
Responsible for the management of the Trust Department.
Member Chicago and Dupage Estate Planning Councils, Dupage Bar Association, Chicago Bar Association, Vice President West Suburban Bar Association, Illinois State Bar Association.
J.D.
from IIT - Chicago Kent College of Law.
Anciens postes connus de Dennis Sheen
| Sociétés | Poste | Fin |
|---|---|---|
MB Financial Bank, NA (Trust Department)
MB Financial Bank, NA (Trust Department) Regional BanksFinance MB Financial Bank uses a disciplined, fundamentals-based approach to build customized portfolios designed to help individuals and institutions meet their investment goals. This approach dynamically allocates across a wide range of asset classes including equity, fixed income, and alternative assets to maximize opportunities. MB uses individual securities, mutual funds, or a combination of both to customize each client's portfolio to allow for individualized exposure to certain asset classes or holdings based on their unique situation. MB invests in large-, mid- and small-cap domestic equities, as well as international and emerging markets equities. Large-cap equity investments often participate in MB’s individually managed stock portfolios which focus on companies that have attractive efficiency and valuation measures. Mid- and small-cap domestic equities, as well as international and emerging market equities, are dynamically managed through high-quality institutional-class mutual funds. MB's Fixed Income strategy focuses on total return and consistency across the interest rate cycle. Core fixed income investments are often individually managed bond portfolios that emphasize higher coupons and lower durations when compared to the broad market. Core fixed income investments are supplemented by investments in institutional-class bond mutual funds for high yield, TIPS, foreign and emerging market debt. To complement investments in equities and fixed income, MB offers alternative investment options such as commodities, REITs and absolute return strategies. Investments in alternative assets are used to enhance the risk-adjusted returns of their other investment strategies over intermediate and long-term investment horizons. MB's alternative strategies are dynamically managed through institutional-class mutual funds. | Directeur de la Recherche - Actions | 09/02/2006 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
MB Financial Bank, NA (Trust Department)
MB Financial Bank, NA (Trust Department) Regional BanksFinance MB Financial Bank uses a disciplined, fundamentals-based approach to build customized portfolios designed to help individuals and institutions meet their investment goals. This approach dynamically allocates across a wide range of asset classes including equity, fixed income, and alternative assets to maximize opportunities. MB uses individual securities, mutual funds, or a combination of both to customize each client's portfolio to allow for individualized exposure to certain asset classes or holdings based on their unique situation. MB invests in large-, mid- and small-cap domestic equities, as well as international and emerging markets equities. Large-cap equity investments often participate in MB’s individually managed stock portfolios which focus on companies that have attractive efficiency and valuation measures. Mid- and small-cap domestic equities, as well as international and emerging market equities, are dynamically managed through high-quality institutional-class mutual funds. MB's Fixed Income strategy focuses on total return and consistency across the interest rate cycle. Core fixed income investments are often individually managed bond portfolios that emphasize higher coupons and lower durations when compared to the broad market. Core fixed income investments are supplemented by investments in institutional-class bond mutual funds for high yield, TIPS, foreign and emerging market debt. To complement investments in equities and fixed income, MB offers alternative investment options such as commodities, REITs and absolute return strategies. Investments in alternative assets are used to enhance the risk-adjusted returns of their other investment strategies over intermediate and long-term investment horizons. MB's alternative strategies are dynamically managed through institutional-class mutual funds. | Finance |
















