Search company, investor...

Trees Investment Counsel

trees-invest.com

Stage

Acquired | Acquired

About Trees Investment Counsel

Trees Investment Counsel provides investment counsel and management for affluent individual investors, families, and trusts and estates. The company provides quality investment management services that are personalized to meet the financial goals of their clients.

Headquarters Location

70 West Madison Street Suite 640

Chicago, Illinois, 60602,

United States

312-368-1200

Missing: Trees Investment Counsel's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Trees Investment Counsel's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest Trees Investment Counsel News

Segall Bryant & Hamill Acquires Trees Investment Counsel

Oct 12, 2015

October 12, 2015 11:35 AM Eastern Daylight Time CHICAGO--( BUSINESS WIRE )-- Segall Bryant & Hamill (SBH), a Chicago based investment management firm with $9.7 billion in assets under management, is pleased to announce it has acquired Trees Investment Counsel, LLC (“Trees”). Trees provides investment counsel and management for affluent individual investors, families, and trusts and estates. The founding principal of Trees, Jay Trees along with Scott Newhall , President and Chief Investment Officer of Trees and Tina Fitzwater , Vice President and Chief Administrative Officer of Trees will be joining SBH’s Private Wealth Management business. With offices in Chicago, IL and Naples, FL, SBH’s Private Wealth Management business manages over $3 billion in assets. “We are very pleased to add Trees to our growing private wealth management business. We see tremendous growth potential in private wealth management as we combine institutional quality investment research with a custom tailored service offering. Trees provides SBH an ideal expansion opportunity in the Chicago market with the addition of Jay Trees and Scott Newhall,” stated Phil Hildebrandt , Chief Executive Officer. “After an extensive search, we are delighted to join SBH. Our primary consideration was to enhance the advice and investment expertise we provide our clients, and we believe SBH is a leader in this arena,” stated Jay Trees, Founder and Principal of Trees Investment Counsel. Segall Bryant & Hamill is an independent, employee-owned, investment management firm providing portfolio solutions for institutional and private wealth clients. For more information on the firm, please go to: www.sbhic.com . Contacts

Trees Investment Counsel Frequently Asked Questions (FAQ)

  • Where is Trees Investment Counsel's headquarters?

    Trees Investment Counsel's headquarters is located at 70 West Madison Street, Chicago.

  • What is Trees Investment Counsel's latest funding round?

    Trees Investment Counsel's latest funding round is Acquired.

  • Who are the investors of Trees Investment Counsel?

    Investors of Trees Investment Counsel include Segall Bryant & Hamill.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.