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JO
John O.
Vice President of Investor Relations at ElmTree Funds
Seasoned finance professional with 20+ years of experience in investor relations and client service.
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Location
Chicago, Illinois, United States, US
Bio
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Topline AI
John O. is a seasoned finance professional with 20+ years of experience in investor relations, capital raising, and client service. He holds a Master of Science from DePaul University and a Bachelor of Business Administration from St. Joseph's College (IN).
Credentials
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CFA Institute Investment Foundations Certificate
CFA InstituteDec, 2014- Apr, 2026
Experience
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Vice President of Investor Relations
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Sep 2022 - Present
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Vice President, Capital Raising & Investor Relations
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2018 - 2022
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HighTower
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Chicago
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Client Service Manager
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2017 - 2018
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Chicago
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Director—Client Service, Marketing and Operations
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Jan 2010 - Mar 2016
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Client Services Associate
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May 2004 - Oct 2009
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Consultant
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Sep 2003 - Apr 2004
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Marketing Senior/Auditor
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Nov 1996 - Dec 2001
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Education
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1997 - 1999DePaul University
Master of Science -
1988 - 1992
St. Joseph's College (IN)
Bachelor of Business Administration
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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