Profile
Mr. John J.
Ptak is a Partner at Corient Private Wealth LLC.
Previously, he was Partner and Research Analyst at legacy firm Gofen & Glossberg, which Mr. Ptak joined in 2014.
He received his undergraduate degree from Indiana University.
John Ptak active positions
Companies | Position | Start |
---|---|---|
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Analyst-Equity | 2022-11-30 |
Former positions of John Ptak
Companies | Position | End |
---|---|---|
High Pointe Capital Management LLC
High Pointe Capital Management LLC Investment ManagersFinance Founded in 1997, High Pointe Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm provides portfolio management and investment advisory services primarily to high net-worth individuals, trusts, estates, and institutional clients such as corporate and public employee pension and profit sharing plans, foundations, charitable organizations, and corporations. High Pointe sometimes acts as a sub-adviser to other advisors for these type of clients. | Analyst-Equity | 2007-11-29 |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | 2006-08-30 |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | - |
Training of John Ptak
Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
High Pointe Capital Management LLC
High Pointe Capital Management LLC Investment ManagersFinance Founded in 1997, High Pointe Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm provides portfolio management and investment advisory services primarily to high net-worth individuals, trusts, estates, and institutional clients such as corporate and public employee pension and profit sharing plans, foundations, charitable organizations, and corporations. High Pointe sometimes acts as a sub-adviser to other advisors for these type of clients. | Finance |
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
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