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Greg MacKenzie
Director of Research - Fxd Inc at Advance Capital Management, Inc.
Profile
Mr. Gregory O.
MacKenzie, CFA, is a Director of Fixed Income & Multi-Asset Strategy Research at Advance Capital Management, Inc. He is responsible for research and investment management of the discretionary model portfolios.
Mr. MacKenzie was previously employed as a Private Placement Analyst by Asset Allocation & Management Co. LLC and a Retirement Plan Specialist by Wayne Hummer Investments LLC.
He is a graduate of the University of Michigan with a Bachelor of Arts degree in Economics.
He earned his Chartered Financial Analyst designation in 2003.
Greg MacKenzie active positions
Companies | Position | Start |
---|---|---|
Advance Capital Management, Inc.
![]() Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Director of Research - Fxd Inc | 2004-11-30 |
Former positions of Greg MacKenzie
Companies | Position | End |
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Wintrust Investments LLC
![]() Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Corporate Officer/Principal | - |
Asset Allocation & Management Co. LLC
![]() Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Analyst-Equity | - |
Training of Greg MacKenzie
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Advance Capital Management, Inc.
![]() Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Finance |
Asset Allocation & Management Co. LLC
![]() Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Finance |
Wintrust Investments LLC
![]() Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Finance |
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