Hosted By: Professional Development Advisory Group
Interested in working for Busey? Join CFA Society Chicago and Busey for a Lunch and Learn. Busey offers diverse employment opportunities. They strive to place talented applicants in positions that fit both their skillset and career goals. As part of Team Busey, they promise to provide challenges that both drive your career progression and allow opportunities for growth, while engaging you in an award winning culture.
At the end of the presentation, we will take questions from attendees, or you can submit questions when you register. If you would like to submit your resume to Busey for employment consideration, please send an email to Griffin Miller at griffin.miller@busey.com.
Busey Bank is a regional financial institution based in Champaign, Illinois, with over 155 years of history serving individuals, businesses, and communities in the Midwest. The bank offers a wide range of financial products and services, including personal and business banking, loans, mortgages, and wealth management. Busey has 58 branches across Illinois, Missouri, Indiana and Florida. As of March 31, 2023, Busey Bank had total assets of approximately $12.2 billion, making it one of the largest financial institutions in the Midwest region.
Busey Wealth Management is a division of Busey Bank that specializes in helping clients grow, manage, and protect their wealth. The wealth management team consists of 154 experienced professionals who provide personalized financial planning, investment management, retirement planning, and trust and estate services. Busey Wealth Management takes a comprehensive approach to wealth management, starting with understanding each client's unique goals, risk tolerance, and financial situation. From there, the team develops a customized investment strategy that aligns with the client's objectives and helps them achieve their long-term financial goals. As of March 31, 2023, Busey Wealth Management had $11.2 billion in client assets under care.
Fee*:
Members - Complimentary
Registration: Online
Zoom login information will be provided in the reminder email closer to the event.
Registration closes at 12:00 PM on June 8, 2023.
Agenda:
12:00 PM - 1:00 PM CDT: Program
Please log in a few minutes early to test your video and internet connections.
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Presenter Bios:
Zach Hillard, CFA is Busey Wealth Management’s Chief Investment Officer, focused on providing custom, comprehensive wealth and investment management solutions for families and organizations with complex financial needs. Overseeing and working with a team of investment professionals, Zach is responsible for the investment process and for devising investment strategies to help clients meet their financial goals. He has over 22 years of investment management experience, 15 of which have been at Busey. Prior to Busey, Zach worked at Brinson Partners/UBS Global Asset Management where he helped in managing portfolios for global institutions, including many Fortune 500 companies.
Zach received his bachelor's degree from the University of Illinois at Urbana-Champaign and master's in business administration from the Kellstadt Graduate School of Business at DePaul University. He is a Chartered Financial Analyst charterholder and a member of the CFA Society Chicago. Zach is active in the community and currently serves on the University of Illinois System’s Investment Advisory Council and as President of the Monticello CUSD #25 School Board. He has held past board positions with the CFA Society Chicago, the Crisis Nursery, the Champaign County Chamber of Commerce and Monticello Area Education Foundation.
Bob Ballsrud, CPA, CFA is a Certified Public Accountant and a Chartered Financial Analyst® charterholder who has more than 25 years of experience in investment management, over 20 of which have been at Busey. He works with high net-worth individuals, families, and organizations through complex financial planning and investment management issues.
Bob leads the Busey Wealth Management advisory team where he strongly believes clients deserve better. He previously led the Busey Wealth Management 8-member Investment Team. He believes integrating clients' tax and financial planning objectives with a robust portfolio construction process in a highly customized and personal manner gives them the best opportunity for long-term financial success. Bob's experience gives him confidence that this can only be done well by building a team of experts around a client to ensure all aspects of their financial affairs are planned and accounted for properly.
Bob is a graduate of the University of Illinois with a B.S. in Finance, as well as a member of the CFA Society Chicago, the CFA Institute, and the American Institute of Certified Public Accountants and is a Personal Financial Specialist. He believes strongly in supporting our local communities as exhibited by his involvement with numerous local not-for-profits through the years including the Krannert Center for the Performing Arts, The University of Illinois Japan House, the Crisis Nursery, Champaign Parks Foundation, Developmental Services Center, Rotary International, and the Carle Foundation to name a few.
Jeff Feeney, CFA is a Family Office Executive for Busey Wealth Management. He joined Busey in 2022 and is responsible for supporting and building out the group’s family office initiatives. Jeff has a diverse background with over 30 years of financial services experience. Prior to joining Busey, Jeff was a Director and Head of Performance Reporting Operations at UBS. He managed three reporting teams within UBS’s Global Wealth Management segment. Before UBS, Jeff also worked at Northern Trust for 14 years and had a series of roles as a Product Manager in the Global Family Office segment, a Division Manager and Head of the Correspondent Trust Services client segment and was the North America Head of the Investment Risk and Analytics Services Group. Jeff began his career in the futures industry at Citigroup Futures and held several progressive roles within the firm.
Jeff received a Bachelor of Science Degree in Finance from Illinois State University. He is a CFA charterholder and is co-chair of the CFA Society Chicago’s Professional Development Advisory Group.
*Special Notes Regarding Fees:
This event is complimentary and open to members only. Registration online is required and closes at 12:00 PM on June 8.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.