Altair Advisers

Services Directory

Category: Wealth Management Services

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Featured Listings

Benjamin Carlstead, Senior Vice President, Wealth Advisor
Bessemer Trust
Barry Finkelstein
Agent, New York Life Insurance
Mark R. Taylor, Managing Director
Morgan Stanley Wealth Management
Alan M. Witt
Ostrow, Reisin, Berk & Abrams, Ltd.
Micky Wright, Estate & Business Planning Specialist
Northwestern Mutual

Additional Listings

Jeffrey S. Adler
Executive Capital Resources
Robert Ansani, Attorney
Fuchs & Roselli, Ltd.
Monique LaMotte Antles, Senior Relationship Manager, SVP
Northern Trust
Megan Bartling, Senior Trust Advisor
Fifth Third Private Bank
Ashley Bebeau, Sr. Financial Planner
Strategic Wealth Partners
Francis A. Beninati
Kaplan Saunders Valente & Beninati LLP
Irving Birnbaum
MassMutual
Ann Bjerke
UBS Financial Services
Michael Bloom, Managing Member
Grosse Point Capital Management
Matthew S Bonaguidi
Gresham Partners LLC
JON BOSWELL, Vice President Fiduciary Advisor II
Busey Bank
James A. Boyd, Managing Partner/Member
RetireRight Partners, LLC
James Byrd, Vice President
The Northern Trust Company
Tiffany Carmona
JPMorgan Chase Private Bank
Laura Clark, Managing Director
Oxford Financial Group, Ltd.
Sandi Cloch, SVP, Regional Fiduciary Officer
Bank of America Private Bank
Charles Csakai
The Chicago Trust Company
Alisha Doshi
The Northern Trust Company
Jeffrey A Ellithorpe
The Northern Trust Company
Andrew Embery, Senior Vice President, Financial Advisor
RBC Capital Markets
Nancy Fasano
JPMorgan, Private Bank
Frances Fata, Director
BMO Bank NA
Caitlin Fischer, Lead Analyst, Client Strategist
Bank of New York Mellon
Timothy Fitzgibbon, Managing Partner
InTrust Resources, LLC
Elizabeth Frattura, Vice President, Financial Advisor
Morgan Stanley
Mary Freeburg, Founder and CEO
Waterview Wealth Planning, LLC
William R. Fuller
The Northern Trust Company
James Funkhouser, Senior Vice President
Truist Bank
James Galco
U.S. Bank Wealth Mangement Group
Carl G. Gargula
Jay Gleason, Senior Director, Family Wealth Strategies
BMO Family Office
Barbara Grayson, Partner
Willkie Farr & Gallagher LLP
Kevin Green
Morgan Stanley
Marguerite H. Griffin
The Northern Trust Company
Jonathan Grossman, Senior Trust Officer
Plante Moran Trust
Alan M. Gunn, Relationship Manager
Financial Solutions Advisory Group
Jonathan Harper
Hummer Mower Associates
Hilary Hatton, Private Banker
JPMorgan Private Bank
Michelle Hermann, Wealth Advisor
CIBC Private Wealth Management
Carl Hibben
BMO Wealth Management
Taylor Hillis
Neuberger Berman Private Wealth
Gary Hirschberg, CEO and Founding Member
Aaron Wealth Advisors
David Holan
LPL Financial
Robert W. Holt, Private Client Advisor
William Blair, LLC
Paula Hoste, CFO
LIFT Management Corp.
Thomas C. Iskalis
Northern Trust Company
R. Alexander Jackson
Morgan Stanley
Edward Jamieson, President
Jamieson Financial Services
Kate Jonynas, Financial Advisor
Kovitz Investment Group Partners, LLC
Rebecca Juhant, Director/Strategic Client Development
Fifth Third Private Bank
Kim Kamin, Advisor and Chief Wealth Strategist
Gresham Partners, LLC
Keith Karchmar, Specializing In Tax & Wealth Transfer Planning
Karchmar Life Insurance & Legacy Planning
Katie Keating
Foley & Lardner LLP
Linda Kohut
Merrill/Bank of America
Allison Kollar
Katherine Kong, VP - Regional Sales Process Manager
Fifth Third Private Bank
Georgia Michaels Kyriacou, Vice President
Wintrust Wealth Management
Jean M Langie
The Northern Trust
Harold Leavell, Principal
Brownson, Rehmus & Foxworth, Inc.
Barry Leslie
Leslie Global Wealth, LLC
Erica Lord
BNY Mellon Wealth Management
Pamela Lucina, Chief Fiduciary Officer, Trust & Advisory Practice
Northern Trust
Jeff Mandersheid
The Northern Trust Company
Quinn Martin
Relative Value Partners
John Matejcak, First Vice President and Trust Administrative Officer
Old Second National Bank
Trevor Mathias, Financial Advisor
Morgan Stanley
Edward McGillen
Thompson Coburn LLP
Lauren McGrath, Wealth Advisor
The Northern Trust Company
Lisa Micka, Associate Director
Altair Advisers
Jeffrey Miller, VP, Senior Wealth Strategist
Fifth Third Private Bank
H. Jon Miller
The Northern Trust Company
Tina Milligan, VP and Director of Tax & Financial Planning
Waycrosse
Ross Nelson, Consultant
Henry Crown & Company
Jonathan Nickow
Summit Trail Advisors
Fred O'Connor, Financial Advisor
Northwestern Mutual
Timothy Obendorf
Steward Advisors, LLC
Tony Oommen, VP, Private Wealth Management Advisor
Fidelity Investments
Benetta Park, President
Carol Passalaqua, Financial Advisor
Morgan Stanley
Ted Pawasarat, Senior Vice President
The Northern Trust Company
Anne Petty
Brownson, Rehmus & Foxworth
Michael S. Pinsky
Stahl Cowen
Neal Price, Principal
Strategic Wealth Partners
Patrick Quinn
J.P. Morgan Private Bank
Daniel Rahill
Wintrust Wealth Management
Stephen Reiches, Principal
Rappaport Reiches Capital Management LLC
Felicia Rizzo, Trust Administrator
The Northern Trust Company
Martin P Ryan
Burke, Warren, MacKay & Serritella, P.C.
Louis Sands
Franklin Monroe
Joel Seiboldt, Senior Trust Officer and Managing Director
CIBC Bank USA
Laura Sheehan, Senior Trust Advisor
Truist Wealth
Stacy Singer, SVP & Fiduciary Practice Leader
The Northern Trust Company
Robert M. Skowronski
Associated Trust Company, N.A.
Anthony T. Smith
Joseph Smith, Member
JAS Financial Services, LLC
John Smith, Wealth Manager
Balasa Dinverno & Flotz LLC
Peter Steger, Principal
Steger Financial Group
Shannon Stevens
Trust Company of Illinois
Nina Stillman, Attorney
Fischel Kahn LTD
Nick Streit, Managing Partner
Highview Capital Management
Douglas Sullivan
BMO Family Office
Nancy Tani, Managing Principal
Retire Secure Financial Planning, LLC
David Taylor, Managing Director
BMO Wealth Management
Matthew Teich, Director of Financial Planning
Cresset Wealth Advisors
Paul Tromp, Sr. Financial Planner
BMO Private Bank
Anita Tyson, Managing Director
J.P. Morgan - Private Bank
Shannon Ulrich
RSM US LLP
Ruth Uress, Director
Relative Value Partners
David Valenti, Managing Director
Virtue Asset Management
Stephanie Van Vlerah, Managing Director
Financial Illumination Advisors LLC
Mary Vidal Hays
Much Shelist, P.C.
Deidre Waltz, Trust Advisor
Argent Trust Co.
Fredrick Weber, Of Counsel
ArentFox Schiff, LLP
Steven Weinstein, Chairman
Altair Advisers
John Welch
William Blair & Company
Bruce Wojack, Senior VP - Wealth Strategist
Northern Trust
Stephen Zimmer
The Northern Trust Company