Profil
Ms. Joanne K.
Topham is Financial Planner at Leonetti & Associates LLC.
Ms. joined Leonetti & Associates in 1997.
She has a wealth of experience with two Chicago-based community banks as a senior vice president primarily working with retail banking clients.
She graduated from Marquette University with a bachelor's degree in finance, and earned a master of business administration from Loyola University with a major in international management.
She is also a graduate of the Graduate School of Banking in Madison, Wisconsin.
Joanne received the CFP certification in 1992 from the Certified Financial Planner Board of Standards, Inc. Joanne is a Registered Investment Advisor Representative, a NAPFA - Registered Financial Advisor and a member of the Financial Planning Association.
Ehemalige bekannte Positionen von Joanne K. Topham
| Unternehmen | Position | Ende |
|---|---|---|
Leonetti & Associates LLC
 Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Corporate Officer/Principal | - |
Ausbildung von Joanne K. Topham
| Marquette University | Undergraduate Degree |
| Loyola University of Chicago | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Finance |