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

Chief Executive Officer & Managing Partner at Sheridan Road Advisors LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Senior Investment Analyst at RiverNorth Capital Management LLC

Relationship likelihood: Average

President & Chief Investment Officer at SpiderRock Advisors LLC

Relationship likelihood: Average

Portfolio Manager at RiverNorth Capital Management LLC

Relationship likelihood: Average

Chief Investment Officer & Portfolio Manager at RiverNorth Capital Management LLC

Relationship likelihood: Average

President at Burling Street Capital LLC

Relationship likelihood: Average

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

Relationship likelihood: Weak

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

Relationship likelihood: Weak

Former Chairman & President at National Holdings Corp.

Relationship likelihood: Weak

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Chris Lakumb
Vice President at Sheridan Road Advisors LLC
Education
B.A. in Finance with Minors in Economics & Philosophy
Class of 1998

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

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 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 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

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 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.

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