J. Strom Email & Phone Number
Founder and Senior Portfolio Manager
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J. Strom Location
- Grayslake, IL, US
J. Strom Work
- Founder and Senior Portfolio Manager @ Sure Foundation Wealth Planning, LLC (December 2019 - Present)
- Senior Portfolio Manager @ Marc J. Lane Investment Management, Inc. (January 2002 - July 2019)
- Portfolio Manager @ Concord Asset Management (January 2000 - January 2001)
- Senior Portfolio Manager @ Harris Bank (January 1993 - January 1999)
- Senior Portfolio Manager @ BMO Harris Private Banking (January 1993 - January 1999)
- Portfolio Manager @ Bank One (January 1986 - January 1993)
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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