Christine
Barray

Wintrust Investments LLC

CRD#2072538
Investment Advisor
in Chicago, IL

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About this Advisor

Christine Barray is a financial advisor based in Chicago, Illinois, working with Wintrust Investments LLC. Christine has previously held positions at World Equity Group and Wintrust Investments LLC. Christine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Christine is part of Wintrust Investments LLC, which operates out of Chicago, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

231 South Lasalle Street 13Th Floor
Chicago, IL 60604

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Wintrust Investments LLC Brokerage Details

Total Assets Under Management

$14,417,827,726

IL Average: $6,674,516,078
Total Number of Employees

178

IL Average: 44
Total Number of Accounts

10,969

IL Average: 2,564
Average Account Size

$1,314,416

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christine Barray Work History

2022 - Present (2 years)

Wintrust Investments LLC

2019 - 2022 (3 years)

World Equity Group

2014 - 2019 (5 years)

World Equity Group

Disclosures

Please visit the SEC profile of Christine Barray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wintrust Investments

Calvin Hays
Chicago, IL
Nick Stavropoulos
Hoffman Estates, IL
Joseph Sciaccotta
Chicago, IL
Matthew Moran
Chicago, IL
Jesse Stabile
Chicago, IL
Tracy Miller
Lake Forest, IL
Alexander Tabb
Chicago, IL
Joseph Murphy
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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