Chicago Office
Our Chicago Team
Umar Ahmad
Senior Advisor Associate
Michael Benoit, CFP®
Managing Director
Jeff Benoit, CIMA®
Managing Director
Nicholas Breit, CFA®, CFP®
Managing Director
Brian Carlson, CFA®
Managing Director
Richard Cenar
Advisor Associate
Joe Cortese
Managing Director, Head of Financial Institutions
Tony Cruz, CAIA®
Senior Vice President
Joshua A. Daniel
Vice President
Michael Del Priore
Chief Compliance Officer, Private Client
Chris DiMeo
Head of M&A
Robert DiMeo
Managing Director, Chairman
Steven Dufault, CIMA®
Managing Director
Michael Emerson, CFA®, CFP®
Managing Director
Jonathon Fellows, CFA®
Managing Director
Alison Fitzgerald
Senior Advisor Associate
Steve Frampton
Chief Technology Officer
Jenna Friedman
Senior Vice President, Head of Corporate Marketing
Taylor Furmanski, CFA®
Managing Director
Guadalupe Gómez, CRPC®
Senior Vice President
Colin Harris
Advisor Associate
Duncan Harris, CFP®
Associate Vice President
John Hart, CAIA®
Senior Vice President
Ryan Haskamp, CFA®
Vice President
James Jensen
Managing Director
Christine Jordan, CFP®
Managing Director
Charlie Kinzel
Advisor Associate
Bradford Long, CFA®
Chief Investment Officer
Jessica Ludwig
Managing Director
Liam McLaughlin, CFA®
Assistant Vice President
Denisse Merlos
Associate, Financial Institutions
Jack Morrissey
Senior Advisor Associate
Sonny Napolitano
Senior Client Service Associate
Marycarmen Nevarez
Vice President
Adam Newell, CFA®, CFP®
Managing Director
Anthony Novara, CFA®
Managing Director, Head of Hedge Funds
Taylor Peters
Senior Advisor Associate
Matthew Porter, CIMA®
Managing Director
John Poydence
Advisor Associate
Eric Ramos, CFA®
Managing Director
Louis Ressler, AIF®, CPFA®
Senior Vice President
Jacqueline Rondini, CFP®
Senior Vice President, Financial Institutions
Kyle S. Rubovits
Advisor Associate
Sandra Sergiyenko
Vice President, Client Service Manager
Stephen Spencer, CIMA®
Managing Director
Lamone Stansbury
Client Service Associate
Trey Swan
Advisor Associate
Connor J. Swartz
Advisor Associate
Chad Tischer, CFP®
Managing Director, Head of Family Office
Joel Urbina
Advisor Associate
Benjamin Van Zoest
Senior Associate, Financial Institutions
Alex Weiss
Vice President
Brian White
Managing Director
Shawn Wyckoff
Senior Client Service Associate