David Espinoza

David Espinoza Email and Phone Number

Vice President - Portfolio Advisor at Northern Trust Wealth Management
David Espinoza's Location
Greater Chicago Area, United States
David Espinoza's Contact Details

David Espinoza personal email

n/a
About David Espinoza

Wealth management professional with experience successfully managing sensitive personal trust and investment agency portfolios as well as building and cultivating strong long-term relationships with high net worth individual and institutional investors by providing innovative investment strategies and effective portfolio construction & asset allocation. Detail oriented and proficient at financial presentations, effective in developing new business and managing client expectations & financial goals.

David Espinoza's Current Company Details

Vice President - Portfolio Advisor at Northern Trust Wealth Management
David Espinoza Work Experience Details
  • J.P. Morgan
    Vice President - Client Advisor
    J.P. Morgan Nov 2016 - Feb 2023
    10 South Dearborn, Chicago, Il
    View
  • The Privatebank
    Managing Director - Portfolio Manager
    The Privatebank Apr 2011 - Jan 2015
    Chicago, Illinois
    View
  • Jp Morgan
    Vice President - Investment Advisor
    Jp Morgan Apr 2010 - Apr 2011
    Chicago, Illinois
    View
  • Jpmorgan
    Vice President - Sr. Portfolio Manager
    Jpmorgan Aug 1999 - Jun 2009
    Chicago, Illinois
    View
  • Harris Bank
    Associate Portfolio Manager
    Harris Bank Apr 1993 - Aug 1999

David Espinoza Skills

Portfolio Management Wealth Management Investments Asset Allocation Relationship Management Financial Services Banking Asset Management Finance Wealth Management Services Investment Management Risk Management Fixed Income Management High Net Worth Individuals Series 63 Strategy Alternative Investments Hedge Funds Mutual Funds Private Banking Series 7 Crm Equities Credit Analysis

David Espinoza Education Details

Frequently Asked Questions about David Espinoza

What is David Espinoza's role at the current company?

David Espinoza's current role is Vice President - Portfolio Advisor at Northern Trust Wealth Management.

What is David Espinoza's email address?

David Espinoza's email address is d.****@****ast.net

What schools did David Espinoza attend?

David Espinoza attended Quinlan School Of Business, Loyola University Chicago, Depaul University.

What skills is David Espinoza known for?

David Espinoza has skills like Portfolio Management, Wealth Management, Investments, Asset Allocation, Relationship Management, Financial Services, Banking, Asset Management, Finance, Wealth Management Services, Investment Management, Risk Management.

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