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 2020-2020
DePaul Driehaus College of Business 2003-2005
DePaul University 2004-2004
Radford University 1992-1996
David Butts Skills
Wealth Management
Estate Planning
Investments
Investment Management
Wealth Management Services
Finance
Wealth
Tax
Alternative Investments
Asset Allocation
Mutual Funds
Asset Management
Securities
Family Office
Client Education
Trust Management
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 Exit Planning Institute. With a robust skill set that includes Wealth Management, Estate Planning, Investments, Investment Management, Wealth Management Services and more. David Butts has 3 emails on RocketReach.
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