J. Strom Location
- Grayslake, IL, US
J. Strom Work
- 2019 - now Founder and Senior Portfolio Manager @ Sure Foundation Wealth Planning, LLC
- 2002 - 2019 Senior Portfolio Manager @ Marc J. Lane Investment Management, Inc.
- 2000 - 2001 Portfolio Manager @ Concord Asset Management
- 1993 - 1999 Senior Portfolio Manager @ Harris Bank
- 1993 - 1999 Senior Portfolio Manager @ BMO Harris Private Banking
- 1986 - 1993 Portfolio Manager @ Bank One
J. Strom Education
- DePaul Driehaus College of Business
MBA (Finance)
1991 - 1994
J. Strom Skills
- Portfolio Management
- Asset Management
- Investment Management
- Estate Planning
- Asset Allocation
- Investments
- Wealth Management
- Equities
- Investment Strategies
- Fixed Income
- Financial Analysis
- Investment Advisory
- Asset Managment
- Hedge Funds
- Mutual Funds
- Project Management
- Business Analysis
- Marketing
- Customer Service
J. Strom Summary
- J. Strom, based in Grayslake, IL, US, is currently a Founder and Senior Portfolio Manager at Sure Foundation Wealth Planning, LLC. J. Strom brings experience from previous roles at Marc J. Lane Investment Management, Inc., Concord Asset Management, Harris Bank and BMO Harris Private Banking. J. Strom holds a 1991 - 1994 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Portfolio Management, Asset Management, Investment Management, Estate Planning, Asset Allocation and more. J. Strom has 1 emails and 1 mobile phone numbers on RocketReach.
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J. Strom
Founder and Senior Portfolio Manager
Grayslake, IL, US
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