Top Wealth Advisors in Greater Chicago Area
Todd Riggin
Director, Senior Private Wealth Advisor
Greater Chicago Area
Director, Senior Private Wealth Advisor
College of Financial Planning
Northern Illinois University - College of Business
Recommendations: 10
Wealth Management
Asset Allocation
Strategic Financial Planning
Estate Planning
Investment Management
Portfolio Management
Trust Services
Private Banking
t****[email protected]
Andrew Glatz
President
Greater Chicago Area
President
Acquisitions
Acquisitions and Sales Manager
Sales
Wealth Advisor
Food and Wine Professional
Internship
DePaul University
Hogeschool INHOLLAND
Recommendations: 5
Rentals
Condos
Real Estate
Negotiation
Property Management
Residential
Asset Management
Investment Properties
m*****@chrchicago.com
a****[email protected]
Peter Crabtree
Wealth Advisor Focused on Building Holistic Financial Plans
Greater Chicago Area
Wealth Advisor Focused on Building Holistic Financial Plans
Financial Advisor
Asset Manager
Asset Manager
President
Sr. Site Acquisition Real Estate Specialist
Site Acquisition
Lake Forest Graduate School of Management
St. John's College
St. Cloud State University
Recommendations: 4
Commercial Real Estate
Brokerage
Disposition
Real Estate Development
Tenant
Leases
Property Management
Contract Negotiation
p****[email protected]
Mary Ann (Spangler) Sisco
Senior/Regional Wealth Advisor
Greater Chicago Area
Senior/Regional Wealth Advisor
National Director, Practice Leader, Wealth Advisory
Attorney
Attorney
Attorney
Chicago-Kent College of Law, Illinois Institute of Technology
University of Toledo
Recommendations: 2
Tax
Banking
Estate Planning
Wealth Transfer
Financial Planning
Trusts
Succession Planning
Wealth Management
r****[email protected]
Rian Spencer
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
Private Banker
Commercial Portfolio Manager
Relationship Manager/ AVP
Credit Associate/Relationship Manager
Banking Development Program Sponsored Trainee/ AVP
Bank Manager/AVP
Senior Personal Banker
Personal Banker
5th Grade Bilingual Teacher
5th grade Dual Language Teacher
Inside Sales
Domestic Sales Coordinator
Coordinator
Roosevelt University
Ohio University
Maine East
Recommendations: 2
Client Relationship Building
Client Retention
Client Development
Client Interfacing
Client Engagement
Manufacturing
Corporate Finance
Insurance
m****[email protected]
r****[email protected]
Natalie M. Perry
Partner
Greater Chicago Area
Partner
Senior Counsel
Vice President - Wealth Advisor
Partner
Tax Consultant
DePaul University College of Law
Indiana University - Kelley School of Business
Brookfield East High School
Recommendations: 1
Estate Planning
Asset Protection
Succession Planning
Estate Tax Planning
Westlaw
Trusts
Wealth Management
Litigation
n****[email protected]
Jan-Peter Breugelmans
Wealth Advisor VP
Greater Chicago Area
Wealth Advisor VP
Private Banker
Private Banker - Vice President
Director
Senior Broker
Senior Consultant
Ecole Polytechique De Commerce / ISEA ITL, Paris, France
Ecole Polytechique De Commerce / ISEA ITL, Paris, France
EDC Paris Business School
Dulwich College
Recommendations: 0
Real Estate Development
Asset Managment
Business Development
Property
Construction Management
Real Estate
Real Estate Economics
Due Diligence
b****[email protected]
Jonathan DeFreytas
Vice President, Private Wealth Advisor
Greater Chicago Area
Vice President, Private Wealth Advisor
Vice President
Penn State University
Recommendations: 0
j****[email protected]
Barry Marks
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
Vice President, Banker
University of Illinois at Urbana-Champaign
Recommendations: 0
b****[email protected]
Mary Ann Korenic
Trust and Fiduciary Specialist
Greater Chicago Area
Trust and Fiduciary Specialist
Sr. Wealth Advisor
Vice President, Sr. Trust Team Manager
Vice President
Vice President - Director of Trust & Estate Administration
VP - Trust New Business and Administration
Chicago-Kent College of Law, Illinois Institute of Technology
University of Illinois at Urbana-Champaign
Recommendations: 0
Coaching
Strategic Planning
Public Speaking
Marketing
Training
Wealth Management
Program Management
Trust Services
m****[email protected]
Troy Zimmerman
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Financial Advisor
Financial Consultant
Marketing
College for Financial Planning
Taylor University
Recommendations: 0
Estate Planning
Portfolio Management
Financial Modeling
Wealth
Investments
Securities
Life Insurance
Long Term Care Insurance
t****[email protected]
t****[email protected]
Roger Smithberg, CFP®, CIMA®
Senior Vice President, Wealth Advisor
Greater Chicago Area
Senior Vice President, Wealth Advisor
Insurance professional
Registered Rep.
Pitcher
College for Financial Planning
Bradley University
The University of Chicago - Booth School of Business
Recommendations: 0
r****[email protected]
Thomas A. Panoplos
Managing Director, Wealth Advisor
Greater Chicago Area
Managing Director, Wealth Advisor
Vice President, Corporate Development
Senior Analyst - Corporate Finance
University of Illinois at Urbana-Champaign - College of Business
Recommendations: 0
Investment Management, Wealth Management, Estate Planning
t****[email protected]
Aleks Dabrowski, CFP
Vice President
Greater Chicago Area
Vice President
Wealth Advisor
Investment Advisor Representative
University of Illinois at Chicago
GBS
Glenbrook South
Recommendations: 0
a****[email protected]
Joseph Giles
Director of Education and Business Services, Investment Banking
Greater Chicago Area
Director of Education and Business Services, Investment Banking
President and CEO
Private Wealth Advisor
President & Chief Operating Officer
Associate, Investment Banking
Director of Strategic Programs (Executive-in-Residence Program)
Board Member
Vice President of Education and Business Services, Investment Banking
University of Michigan - Stephen M. Ross School of Business
University of Michigan Law School
University of Michigan - Stephen M. Ross School of Business
Recommendations: 0
Investments
Investment Banking
Mergers
Hedge Funds
Equities
Mergers & Acquisitions
Strategy
Structured Finance
j****[email protected]
j****[email protected]
Douglas Rosen
Vice President - Private Wealth Advisor
Greater Chicago Area
Vice President - Private Wealth Advisor
Vice President
2nd Vice President
Investment Banking Analyst
Northwestern University - Kellogg School of Management
Emory University
Recommendations: 0
Investment Management
Estate Planning
High Net Worth Individuals
Wealth
Investments
Portfolio Management
Asset Management
r****[email protected]
Zac Larson
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Student
Augustana College
Recommendations: 0
z****[email protected]
Kevin Lynch
Executive Director - Private Wealth Advisor
Greater Chicago Area
Executive Director - Private Wealth Advisor
Managing Director
The University of Chicago - Booth School of Business
Bradley University
Recommendations: 0
k****[email protected]
Michael DiCosola, CFP ®
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
JP Morgan - Investment Advisor
Investment Analyst
The University of Chicago - Booth School of Business
DePaul University
Loyola University Chicago
Recommendations: 0
m****[email protected]
Kristi Heims Kunz
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
Investment Banking Associate
Corporate Banking Associate
The University of Chicago - Booth School of Business
Drake University
Recommendations: 0
Capital Markets
Valuation
Corporate Finance
Financial Modeling
Investment Banking
Mergers & Acquisitions
Investments
Portfolio Management
k****[email protected]
Pamela Lucina
Managing Director - Senior Wealth Advisor
Greater Chicago Area
Managing Director - Senior Wealth Advisor
Executive Vice President
Attorney
Executive Director. Advice, Planning & Fiduciary Services
Managing Director - Wealth Strategy
Senior Tax Consultant
DePaul University College of Law
Marquette University
Recommendations: 0
Private Banking
Tax Advisory
Estate Planning
High Net Worth Individuals
Wealth Management Services
Tax
Wealth
Wealth Management
l****[email protected]
Geoffrey E. Zabinski, CFA
Senior Analyst
Greater Chicago Area
Senior Analyst
Private Wealth Advisor
Equity Research Analyst - Applied Investment Management (XXXVI)
Private Banking Summer Associate
Senior Consultant
University of Notre Dame - Mendoza College of Business
DePauw University
Recommendations: 0
Portfolio Management
Financial Modeling
Finance
Financial Analysis
Equity Research
Risk Management
Investments
Business Valuation
g****[email protected]
Susan Hedlund
Senior Relationship Manager
Greater Chicago Area
Senior Relationship Manager
Associate Wealth Advisor
Wealth Advisory Administration Team Leader
Wealth Management & Trust Officer
University of Illinois at Urbana-Champaign
Recommendations: 0
Wealth Management
Asset Allocation
Strategic Financial...
Investment...
Transition Management
Client Relationship...
Client Services
CRM
s****[email protected]
Michael Hoye, CFP®
President / Wealth Advisor
Greater Chicago Area
President / Wealth Advisor
Boston University
Southern Illinois University, Carbondale
University of Wisconsin-La Crosse
Recommendations: 0
m*****@ifswealth.com
Eric C. Sutherland
Executive Director
Greater Chicago Area
Executive Director
VP, Senior Wealth Advisor
Managing Director
Managing Director
SR. Vice President
The Hun School of Princeton
UCLA
Recommendations: 0
Portfolio Management
Investments
Fixed Income
Investment Strategies
Investment Management
Trading
Entrepreneurship
Nonprofits
e****[email protected]
Janek Pedersen
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Investment Associate
Elgin Academy
DePaul University
Recommendations: 0
j****[email protected]
Bri Edmunds
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Financial Consultant
Illinois State University
Recommendations: 0
b****[email protected]
Brett H. Salzer, CRPC®
Senior Vice President, Wealth Advisor
Greater Chicago Area
Senior Vice President, Wealth Advisor
Adjunct Professor
Financial Advisor
Vice President of Operations
Regional Sales Manager
College for Financial Planning
Roosevelt University
Purdue University
Recommendations: 0
b****[email protected]
Andrew Denenberg, CFP®
Wealth Advisor & Retirement Plan Advisor
Greater Chicago Area
Wealth Advisor & Retirement Plan Advisor
Portfolio Advisor
Investment Analyst
Yale University
Recommendations: 0
a****[email protected]
a****[email protected]
Brandon Kerndt, Managing Director
Managing Director, Wealth Advisor
Greater Chicago Area
Managing Director, Wealth Advisor
Financial Consultant/Private Client Consultant/Investment Specialist
University of Illinois at Urbana-Champaign
Deerfield High School
Recommendations: 0
Wealth Management
Series 7
A.A.M.S
Financial Planning
Series 63
Series 6
Asset Allocation
Asset Management
b****[email protected]
Steven Appell
Senior Family Wealth Advisor
Greater Chicago Area
Senior Family Wealth Advisor
Managing Director - Wealth Management
Senior Director - Family Office / HNW
Senior Director - Strategic Alliance
Senior Vice President - Director of Sales and Marketing
District Manager
Senior Vice President - Director of Sales and Marketing
Director of Sales and Marketing
Senior Sales Trainer
Boston College
Recommendations: 0
s****[email protected]
Kate CFP®
Director, Private Wealth Advisor
Greater Chicago Area
Director, Private Wealth Advisor
Senior Private Banker, VP
VP - Private Banking
AVP - Business Banker
Senior Consultant
Michigan State University
Recommendations: 0
k****[email protected]
Jack Doerge
Managing Director | Private Wealth Advisor
Greater Chicago Area
Managing Director | Private Wealth Advisor
Senior Managing Director
Vice President
University of Chicago
Bowdoin College
Recommendations: 0
j****[email protected]
j****[email protected]
Meeta CFP®
Managing Director
Greater Chicago Area
Managing Director
Director, VP: Wealth Advisor
Wealth Management Advisor
Regional Manager: Healthcare Financial Services
Branch Manager
Commercial Banker
Northwestern University
Delhi University
Recommendations: 0
m****[email protected]
m****[email protected]
Nicholas Versetto
Dealer Sales Manager III - South Chicago
Greater Chicago Area
Dealer Sales Manager III - South Chicago
Vice President Wealth Advisor
Liberty University
Recommendations: 0
n****[email protected]
n****[email protected]
William R Conte
Senior Vice President
Greater Chicago Area
Senior Vice President
Senoir Vice President / Wealth Advisor
Sr. VP
Financial Advisor
Illinois State University
Joliet Junior College
Recommendations: 0
w****[email protected]
w****[email protected]
John L. Hachmeister
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Partner,
Financial Advisor/Wealth Management
CLC BCT
Stevenson HS
Recommendations: 0
Retirement Planning
Investments
Strategic Financial Planning
Asset Allocation
Wealth Management
Insurance
Sales
Estate Planning
j****[email protected]
Michele CFP®
Investment Associate
Greater Chicago Area
Investment Associate
Financial Advisor Associate
Partner, Chief of Staff
Partner, Senior Relationship Manager, Family Office Services
Partner, Senior Wealth Advisor
Relationship Manager / Private Client Service Manager
Senior Portfolio Administrator
Northwestern University - Kellogg School of Management
The George Washington University
Recommendations: 0
r****[email protected]
Eli Sanchez
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Referee
Recommendations: 0
Fully Bi-Lingual, Enlish - Spanish.
Investments
Succession Planning
Financial Planning
Strategic Planning
Public Speaking
Strategic Financial Planning
Spanish
e****[email protected]
Brian Shevitz, CFP®
Senior Managing Director, Wealth Advisor
Greater Chicago Area
Senior Managing Director, Wealth Advisor
Lafayette College
Recommendations: 0
b****[email protected]
Jesse CFP®
Analyst
Greater Chicago Area
Analyst
Financial Planner
Senior Analyst
Audit Intern
Internal Auditor
Consulting Analyst
Customer Service Representative
Consulting Intern
Accounts Receivable Intern
Teller/Product Specialist
Senior Wealth Advisor
Reavis High School
Recommendations: 0
j****[email protected]
j****[email protected]
Jon Sereda AAMS®
Branch Liaison
Greater Chicago Area
Branch Liaison
Director of Client Service & Wealth Advisor
Financial Advisor
Agent
Financial Representative
University of Iowa - Henry B. Tippie College of Business
Recommendations: 0
j****[email protected]
Sean Condon, CFP®
Financial Planner / Wealth Advisor
Greater Chicago Area
Financial Planner / Wealth Advisor
Institutional Client Relations
Investment Associate
Northwestern University
University of Wisconsin-Madison
Wake Forest University
Recommendations: 0
s****[email protected]
s****[email protected]
Joy Ann W. Sweet, CFP, CRPC, AAMS
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
Computer systems R and D
Northern Illinois University
Northwestern University
Recommendations: 0
j****[email protected]
j****[email protected]
Bev Bailey
Wealth Advisor Associate
Greater Chicago Area
Wealth Advisor Associate
Major Account Manager
Columbia College Chicago
Recommendations: 0
Microsoft Office
b****[email protected]
Donn Pall, CFP®
Vice President, Wealth Advisor
Greater Chicago Area
Vice President, Wealth Advisor
Major League baseball player
University of Illinois
Recommendations: 0
d****[email protected]
Gregg Lunceford, CFP
Director, National Sales Effectiveness
Greater Chicago Area
Director, National Sales Effectiveness
Director, Wealth Advisor
Retired Director
Vice President
Director
Analyst
Case Western Reserve University
Washington University in St. Louis
Loyola University of Chicago
Northwestern University
Recommendations: 0
Series 7
Investment Advisory
Loans
Risk Management
Commercial Banking
Investments
Series 63
Relationship Management
g****[email protected]
Mike McNitt, CFP®
Private Wealth Advisor
Greater Chicago Area
Private Wealth Advisor
Wealth Analyst
Sales Associate
Denison University
NSCDS
Recommendations: 0
m****[email protected]
Elyse Hahner
Financial Advisor
Greater Chicago Area
Financial Advisor
Financial Advisor / Wealth Advisor
Regional Manager
Financial Advisor
Financial Advisor
Culver
Michigan State University
University of Phoenix
Recommendations: 0
e****[email protected]
e****[email protected]
Paul H Murray
Vice President
Greater Chicago Area
Vice President
Private Banker
Wealth Advisor Associate
Banker
Northwestern University - Kellogg School of Management
Miami University
Marquette University High School
Recommendations: 0
m****[email protected]
Marshall Moonin
SR. INVESTMENT EXECTIVE
Greater Chicago Area
SR. INVESTMENT EXECTIVE
Wealth Manager
Wealth Advisor
Investment Advisor
Financial Advisor
Accountant / Tax Accountant
Southern Illinois University, Carbondale
Recommendations: 0
Financial Analysis
Strategic Financial Planning
Finance
Wealth Management
m****[email protected]
