Jacob M. Even, J.D., LL.M (Tax)
Mr. Even is a Senior Vice President and Wealth Strategist for Tax Policy and Research on the Family Office Services ...
Rachel Clore
As a Client Service Associate, Rachel supports the advisory team in our Chicago, IL office, serving as a point of ...
Dillon Gorham
As an Advisor Associate, Dillon works closely with advisors to assist with the financial planning and investment management process, ensuring ...
Nick Walser
Nick Walser is an associate on the Investment Team and is based in the Chicago office. He is in portfolio ...
Tony Cruz, CAIA®
As an advisor, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and ...
