CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 104604
- Registered since
- December 22, 1981
- Website
- cbisonline.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Christian Brothers Investment Services, Inc. is a corporation that has been SEC-registered since 1981 and operates as a domestically owned institutional adviser. Its business centers on portfolio management for investment companies and it charges fees as a percentage of assets under management. The firm is not positioned as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant according to the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5CAROLYN SHIELDS
Chief Financial OfficerCRD 5668390
CHRISTINE NOVOTNY
Chief Operating OfficerCRD 7892087
MATTHEW GIGGEY
Chief Compliance OfficerCRD 4353612
Contacts
3 of 6Jared Hagen
Director, Product ManagementCRD 7083497
Sergio Leal
DirectorCRD 8028249
WILLIAM RYBAK
DirectorCRD 1573377
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 125 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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