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Distinguished Speaker Series: David Coolidge

Distinguished Speaker Series: David Coolidge

On May 4, 2021, CFA Society Chicago members gathered by video conference for a wide-ranging survey of the history of the banking and brokerage business in Chicago from the perspective of David Coolidge of William Blair & Company. Coolidge, currently vice chairman...
Distinguished Speaker Series: Ed Wehmer, Wintrust

Distinguished Speaker Series: Ed Wehmer, Wintrust

On the day after Election Day, Nick Vassilos, CFA, from Charles Schwab remotely interviewed Ed Wehmer, founder and CEO of Wintrust Financial. Thirty years ago, Wehmer recognized a market opportunity in a mostly commoditized banking industry. He designed a culture and...