Services Directory

Category: Wealth Management Services

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Featured Listings

Barry Finkelstein
New York Life Insurance

Additional Listings

Jeffrey S. Adler
Executive Capital Resources
Rosemary T. Aitken
Aitken Associates, LTD.
Megan Bartling, Senior Vice President, Trust Officer
The Chicago Trust Company, N.A. Wintrust Wealth Management
Jason Baxendale, Chief Development Officer
The Chicago Community Trust
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
Busey Bank
James A. Boyd, Managing Partner/Member
RetireRight Partners, LLC
Joanne Braun
BMO Private Bank
James Byrd, Vice President
The Northern Trust Company
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
Thomas Egan
Vestor Capital
Jeffrey A Ellithorpe
The Northern Trust Company
Nancy Fasano
JPMorgan, Private Bank
Timothy Fitzgibbon, Managing Partner
InTrust Resources, LLC
Daniel Foley
Royal Bank of Canada
William R. Fuller
The Northern Trust Company
James Galco
U.S. Bank Wealth Mangement Group
Barbara Grayson, Partner
Willkie Farr & Gallagher LLP
Kevin Green
Morgan Stanley
Marguerite H. Griffin
The Northern Trust Company
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
Claireen L. Herting
Specialized Tax Consulting
Carl Hibben
BMO Wealth Management
Taylor Hillis
Neuberger Berman
David Holan
LPL Financial
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, Senior Fiduciary Advisor
Fifth Third Private Bank
Keith Karchmar, Specializing In Tax & Wealth Transfer Planning
Karchmar Life Insurance & Legacy Planning
Katie Keating
Foley & Lardner LLP
Linda Kohut
Merrill/Bank of America
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
The Northern Trust Company
Jeff Mandersheid
The Northern Trust Company
Quinn Martin
Relative Value Partners
William Marutzky
Law Offices of William F. Marutzky
Edward McGillen
Thompson Coburn LLP
Lauren McGrath, Wealth Advisor
The Northern Trust Company
H. Jon Miller
The Northern Trust Company
Ross Nelson
BMO Family Office
Jonathan Nickow
Summit Trail Advisors
Timothy Obendorf
Steward Advisors, LLC
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
Robert M. Skowronski
Associated Trust Company, N.A.
Joseph Smith, Member
JAS Financial Services LLC
John Smith, Wealth Manager
Balasa Dinverno & Flotz LLC
Peter Steger, Principal
Steger Financial Group
Debra Stetter, Partner
ArentFox Schiff LLP
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
Mark R. Taylor, Managing Director
Morgan Stanley Wealth Management
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
Mary Vidal Hays
Much Shelist, P.C.
Deidre Waltz, Trust Advisor
Heritage Trust Co.
Fredrick B Weber, Of Counsel
Kirkland & Ellis, LLP
Steven Weinstein, Chairman
Altair Advisers
John Welch
William Blair & Company
Alan M. Witt
Ostrow, Reisin, Berk & Abrams, Ltd.
Stephen Zimmer
The Northern Trust Company