John
Malusa

Vestor Capital, LLC

CRD#7575387
Investment Advisor
in Chicago, IL

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About this Advisor

John Malusa is a chartered financial analyst working out of Chicago, Illinois who has 1 year of relevant experience. Malusa works at Vestor Capital, LLC. Over the course of their career, they have held roles at Vestor Capital, LLC, Northern Trust Corporation and Bowdoin College. Malusa is approved to serve investors in Illinois. Vestor Capital, LLC is an advisory business that has its headquarters in Chicago, IL. The firm has offices in two locations and a total of 25 financial advisors. It has $2 billion in assets under management among its 2,687 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 2,687 client accounts, 37% belong to high-net-worth individuals who have more than $1 million in investable assets. Vestor Capital, LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules largely vary depending on the type of financial services. Fees billed by Vestor Capital, LLC likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10 S. Riverside Plaza Suite 1400
Chicago, IL 60606-3840

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Vestor Capital, LLC Brokerage Details

Total Assets Under Management

$1,455,691,603

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

25

IL Average: 44
Total Number of Accounts

2,687

IL Average: 2,564
Average Account Size

$541,753

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

John Malusa Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Vestor Capital, LLC

2021 - 2021 (< 1 year)

Northern Trust Corporation

2020 - 2021 (1 year)

Northern Trust Corporation

2018 - 2020 (2 years)

Northern Trust Corporation

2017 - 2018 (1 year)

Northern Trust Corporation

2016 - 2017 (1 year)

Northern Trust Corporation

2012 - 2016 (4 years)

Bowdoin College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Malusa 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 Vestor Capital, LLC

John Garvey
Chicago, IL
John Malusa
Chicago, IL
Samantha Dubuque
Chicago, IL
John Dillon
Chicago, IL
Sara Barry
Chicago, IL
Timothy Detloff
Chicago, IL
Stephen Konsler
Chicago, IL
Elaine Moss
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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