Anne Gulotta Financial Advisor
Education
- BA from University of Illinois, Urbana-Champaign
- MBA from DePaul University, Chicago
Credentials
- Series 7,63 and 66 in addition to annually mandated regulatory course work
Expertise
Industry licenses with expertise in fixed income and equity products including ETFs, Mutual Funds, stocks, and a suite of fixed income products. Managed Advisory Securities.
Experience
Anne's expertise includes a long career as a fixed income trader including mortgage backed securities, GSE-Government Sponsored Enterprises, brokered CDs, Corporates, and other fixed income assets. She worked with the Northern Trust Securities, Inc. Institutional Transition Management team assisting in high level trading execution. She has Interest and q wealth of knowledge in the development and implementation of financial planning for institutional clients and high-net-worth individuals.
Community Involvement
Board Chair of Gift of Hope Organ and Tissue Donor Network of Illinois and Northwest Indiana. Past board member, and volunteer for the American Foundation for Suicide Prevention Illinois Chapter. Member of the Advisory Council for Bstrong Together-Barrington. Member of the Healthier Barrington Mental Health Subcommittee, and member of the Military Resource Council-MAARC, Northern Trust