Profile
Mr. James A. Benz is Vice President at GreatBanc Trust Co.
Prior to joining GreatBanc in 2002, Mr. Benz held positions with local and national banking organizations.
Mr. Benz received an undergraduate degree in Finance and Management from Western Illinois University and an MBA degree from Northern Illinois University.
He holds the Certified Trust and Financial Advisor and Registered Financial Planner designation.
Former positions of James A. Benz
| Companies | Position | End |
|---|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Portfolio Manager-Equities | 30/04/2013 |
Training of James A. Benz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Finance |
Western Illinois University
Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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