Business Owner Strategies and Solutions (BOSS) @ (August 2021 - May 2024)
Regional Director of Planning - Illinois @ (August 2021 - May 2024)
Senior Vice President and Senior Relationship Strategist @ Hawthorn, PNC Family Office (December 2018 - November 2021)
Managing Director @ CIBC Atlantic Trust (May 2014 - December 2018)
Senior Vice President @ (June 2007 - May 2014)
Chairman Trust and Investment Committee @ (June 2007 - May 2014)
First Vice President and Fee-Based Financial Planner @ LaSalle Bank (March 2003 - June 2007)
David Butts Education
Exit Planning Institute
Certified Exit Planning Advisor
2020-2020
DePaul Driehaus College of Business
Masters (Taxation)
2003-2005
DePaul University
Certified Financial Planner®
2004-2004
Radford University
BBA (Finance)
1992-1996
David Butts Skills
Alternative Investments
Asset Allocation
Asset Management
Banking
Client Education
Estate Planning
Family Office
Finance
Financial Services
High Net Worth Individuals
Investment Management
Investments
Mutual Funds
Portfolio Management
Securities
Tax
Trust Management
Wealth
Wealth Management
Wealth Management Services
David Butts Summary
David Butts, based in Chicago, IL, US, is currently a Senior Vice President - Senior Relationship Advisor at Northern Trust. David Butts brings experience from previous roles at BMO Harris Bank, Hawthorn, PNC Family Office and CIBC Atlantic Trust. David Butts holds a 2020 - 2020 Certified Exit Planning Advisor @ Exit Planning Institute. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Banking, Client Education and more. David Butts has 3 emails on RocketReach.
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