Joe Bates Email & Phone Number
Vice President: Senior Analyst - Wealth Management Portfolio Research @ Northern Trust Wealth Management (Past)
5 free lookup(s).
Joe Bates Location
- Chicago, IL, US
Joe Bates Work
- 2018 - 2022 Vice President: Senior Analyst - Wealth Management Portfolio Research @
- 2016 - 2018 Portfolio Allocation @ San Francisco Employee Retirement System
- 2010 - 2015 Director of Research and President @
- 2005 - 2008 Senior Analyst @ Accumulus Capital Management
- 2002 - 2004 Vice President @ Ferro Capital
- 1999 - 2002 Associate @
Joe Bates Education
- State University of New York at Buffalo - Law School
JD (securities law, tax law)
- University of Chicago
BA (Mathematics)
Joe Bates Skills
- Structured Finance
- Survey Design
- Analysis
- Economics
- Alternative Investments
- Investments
- Private Equity
- Portfolio Management
- Due Diligence
- Asset Management
- Hedge Funds
- Equities
- Financial Modeling
- Investment Management
- Business Analysis
- Bass Guitar
- Making Coffee
- Resource Allocation
- Asset Allocation
- Fixed Income
- Asset Managment
- Investment Strategies
- Valuation
- Risk Management
- Project Management
- Project Planning
- Operational Risk Management
- Business Process Improvement
- R
- Written Communication
- Legal Contract Review
- Regulatory Analysis
- Regulatory Guidelines
- Performance Metrics
- Excel models
- Analytic Problem Solving
- Rock and Roll
- ERISA
Joe Bates Summary
- Joe Bates, based in Chicago, IL, US, was previously a Vice President: Senior Analyst - Wealth Management Portfolio Research at Northern Trust Wealth Management. Joe Bates brings experience from previous roles at San Francisco Employee Retirement System, Alan D. Biller & Associates, Accumulus Capital Management and Ferro Capital. Joe Bates holds a JD in securities law, tax law @ State University of New York at Buffalo - Law School. With a robust skill set that includes Structured Finance, Survey Design, Analysis, Economics, Alternative Investments and more. Joe Bates has 4 emails and 3 mobile phone numbers on RocketReach.
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