Christian Brothers Investment Services, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 104604
- Website
- cbisonline.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
Firm profile
FINTRXOverview
Christian Brothers Investment Services, Inc. is registered as an institutional registered investment adviser that manages assets for institutional clients and charges fees as a percentage of assets under management. The firm reports discretionary activity and is organized under domestic ownership. It is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. The data indicates the firm does not function as a capital allocator (i.e., it does not operate as a fund-of-funds allocator).
Assets & Accounts
Investments & Alternatives
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 5
Carolyn Shields
Chief Financial OfficerCRD 5668390
Christine Novotny
Chief Operating OfficerCRD 7892087
Matthew Giggey
Chief Compliance OfficerCRD 4353612
Contacts
3 of 6
Jared 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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