Wallace L. Head
Director/Board Member at Westminster College (Utah)
Profile
Wallace L.
Head is currently the Director & Senior Trust Officer at CIBC Bank USA. He is also a Member of The American Institute of Certified Public Accountants, a Trustee at Westminster College (Utah), and a Member of the American Bar Association, The Chicago Bar Association, Illinois Certified Public Accountants Society, Shedd Aquarium Society, and Chicago Estate Planning Council.
Previously, he was the Chief Executive Officer-Wealth Management at PrivateBancorp, Inc. from 2004 to 2010 and the President & Chief Operating Officer at Family Office Exchange LLC.
He also served as a Trustee at Westminster College (Utah).
Mr. Head holds a graduate degree and an MBA from the University of Missouri and an undergraduate degree from Westminster College (Utah).
Wallace L. Head active positions
Companies | Position | Start |
---|---|---|
Westminster College (Utah) | Director/Board Member | - |
Shedd Aquarium Society
Shedd Aquarium Society Other Consumer ServicesConsumer Services The Shedd Aquarium Society is a leader in animal care, conservation education, and research. The non-profit company is based in Chicago, IL and is supported by the people of the state and the park district. The company is home to 32,000 aquatic animals from around the world, representing 1,500 species of fishes, reptiles, amphibians, invertebrates, birds, and mammals. The company is an accredited member of the Association of Zoos & Aquariums (AZA) and an affiliate of the Smithsonian Institute. The John G. Shedd Aquarium sparks compassion, curiosity, and conservation for the aquatic animal world. | Director/Board Member | - |
CIBC Bank USA
CIBC Bank USA Regional BanksFinance Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022. | Director/Board Member | 2004-11-30 |
Chicago Estate Planning Council | Corporate Officer/Principal | 2010-05-31 |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 2010-05-31 |
The Chicago Bar Association
The Chicago Bar Association Miscellaneous Commercial ServicesCommercial Services The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States. | Corporate Officer/Principal | 2010-05-31 |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | 2010-05-31 |
Illinois Certified Public Accountants Society
Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Corporate Officer/Principal | 2010-05-31 |
Former positions of Wallace L. Head
Companies | Position | End |
---|---|---|
Family Office Exchange LLC
Family Office Exchange LLC Investment ManagersFinance Family Office Exchange LLC provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded by Sara Hamilton in 1989 and is headquartered in Chicago, IL. | President | - |
░░░░░░░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Wallace L. Head
University of Missouri | Graduate Degree |
Westminster College (Utah) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
---|---|
PrivateBancorp, Inc.
PrivateBancorp, Inc. Regional BanksFinance PrivateBancorp, Inc. operates as a bank holding company, which through its subsidiary, The PrivateBank & Trust Co., provides banking products and services. The bank offers commercial banking, commercial and real estate lending, treasury management, personal banking, wealth management and trust, capital market, investment and investment banking services. It operates through three segments: Banking, Asset Management and The Holding Company Activities. The Banking segment includes commercial and personal banking services, which includes mortgage originations. The Asset Management segment includes investment management, investment advisory, personal trust and estate administration, custodial and escrow, retirement account administration and brokerage services. The Holding Company Activities segment includes the direct and indirect ownership of banking and nonbanking subsidiaries and the issuance of debt and intersegment eliminations. PrivateBancorp was founded by Ralph B. Mandell in 1989 and is headquartered in Chicago, IL. | Finance |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Commercial Services |
CIBC Bank USA
CIBC Bank USA Regional BanksFinance Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022. | Finance |
The Chicago Bar Association
The Chicago Bar Association Miscellaneous Commercial ServicesCommercial Services The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States. | Commercial Services |
Illinois Certified Public Accountants Society
Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Commercial Services |
Shedd Aquarium Society
Shedd Aquarium Society Other Consumer ServicesConsumer Services The Shedd Aquarium Society is a leader in animal care, conservation education, and research. The non-profit company is based in Chicago, IL and is supported by the people of the state and the park district. The company is home to 32,000 aquatic animals from around the world, representing 1,500 species of fishes, reptiles, amphibians, invertebrates, birds, and mammals. The company is an accredited member of the Association of Zoos & Aquariums (AZA) and an affiliate of the Smithsonian Institute. The John G. Shedd Aquarium sparks compassion, curiosity, and conservation for the aquatic animal world. | Consumer Services |
Family Office Exchange LLC
Family Office Exchange LLC Investment ManagersFinance Family Office Exchange LLC provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded by Sara Hamilton in 1989 and is headquartered in Chicago, IL. | Finance |
Chicago Estate Planning Council |
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