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Chris Lakumb

Vice President at Sheridan Road Advisors LLC

Chris Lakumb

Chris Lakumb

Vice President at Sheridan Road Advisors LLC

Overview

RelSci Relationships

378

Primary Location

Chicago, IL, United States

Contact Data

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Relationships

View Relationship Details

RelSci Relationships are individuals Chris Lakumb likely has professional access to. A relationship does not necessarily indicate a personal connection.

Daniel Bryant

Chief Executive Officer & Managing Partner at Sheridan Road Advisors LLC

Relationship likelihood: Strong

Darius A. Gill

Managing Director of the Foundation & Institutional Advisors Group, Central Region at Northern Trust Corporation

Relationship likelihood: Strong

Eric Martin Pestrue

Senior Investment Analyst at RiverNorth Capital Management LLC

Relationship likelihood: Average

Eric Joseph Metz

President & Chief Investment Officer at SpiderRock Advisors LLC

Relationship likelihood: Average

Stephen Andrew O'Neill

Portfolio Manager at RiverNorth Capital Management LLC

Relationship likelihood: Average

Patrick William Galley

Chief Investment Officer & Portfolio Manager at RiverNorth Capital Management LLC

Relationship likelihood: Average

Thomas B. Raterman

President at Burling Street Capital LLC

Relationship likelihood: Average

Joseph Ray Stolzer

Former Assistant Vice President & Portfolio Manager at EverBank Wealth Management, Inc.

Relationship likelihood: Weak

Jamie Hogan

Former Financial Advisor at Merrill Lynch & Co., Inc. (Inactive)

Relationship likelihood: Weak

Steven A. Rothstein

Former Chairman & President at National Holdings Corp.

Relationship likelihood: Weak

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In The News

Business Wire

January 9, 2020

RiverNorth Marketplace Lending Corporation Announces Final Results of Repurchase Offer

Business Wire

October 10, 2019

RiverNorth Marketplace Lending Corporation Announces Final Results of Repurchase Offer

PR Newswire

October 2, 2013

RiverNorth Expands Team In Response To Firm-Wide Growth

Paths to Chris Lakumb

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You

Chris Lakumb

Vice President at Sheridan Road Advisors LLC

Education

B.A. in Finance with Minors in Economics & Philosophy

Class of 1998

Lewis University

Lewis University is a private Roman Catholic and Lasallian university in Romeoville, Illinois. The enrollment is currently around 6,800 students. Lewis offers more than 80 undergraduate majors and programs of study, 22 graduate programs, and accelerated programs for working adults.

Memberships

Member

Current

CFA Institute

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member

Current

CFA Society of Chicago

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Career History

Vice President

Current

Sheridan Road Advisors LLC

Sheridan Road Advisors LLC provides investment advice services. Its services executive benefits, retirement plan consulting, participant worksite wellness, individual wealth management and multifamily office. The company was founded in 2005 and is headquartered in Northbrook, IL.

Wealth Management Specialist

2012 - 2013

EverBank Wealth Management, Inc.

Part of TIAA Board of Overseers, EverBank Wealth Management, Inc. is a company headquartered in Jacksonville, FL, that provides investment advice.

Portfolio Specialist

2009 - 2012

RiverNorth Capital Management LLC

RiverNorth Capital Management manages various investment strategies that invest predominately in and trade closed-end funds. In addition, each strategy may utilize ETFs and other investments in implementing the strategies. Opportunistic investing in closed-end funds is primarily determined by attractiveness of discount in addition to thorough analysis of target closed-end fundamentals. ETFs are typically utilized to acquire asset class exposure. RiverNorth also manages various investment strategies that invest in options and securities based on their volatility. These strategies may also utilize ETFs and other investments in implementing the strategies. The firm also manages several strategies focused on investing in loans issued by certain marketplace, alternative or peer-to-peer lending platforms.

Other Affiliations

Chris Lakumb is affiliated with Sheridan Road Advisors LLC, EverBank Wealth Management, Inc., RiverNorth Capital Management LLC, Cole Taylor Bank, Interocean Financial Group LLC, InterOcean Wealth Management

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Browse in-depth profiles on 11 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Chris Lakumb. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Chris Lakumb's profile does not indicate a business or promotional relationship of any kind between RelSci and Chris Lakumb.