Chicago Office
Our Chicago Team
Umar Ahmad
Senior Advisor Associate
Michael Benoit, CFP®
Managing Director
Jeff Benoit, CIMA®
Managing Director, Institutional Advisory
Nicholas Breit, CFA, CFP®
Managing Director
Isaias Cadenas
Client Service Associate
Brian Carlson, CFA
Managing Director, Institutional Advisory
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, Institutional Advisory
Michael Emerson, CFA, CFP®
Managing Director
Jonathon Fellows, CFA
Managing Director, Investment 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, Institutional Advisory
Guadalupe Gómez, CRPC®
Senior Vice President, Institutional Advisory
Colin Harris
Advisor Associate
Duncan Harris, CFP®
Associate Vice President
John Hart, CAIA®
Senior Vice President, Institutional Advisory
Ryan Haskamp, CFA
Vice President, Institutional Advisory
James Jensen
Managing Director, Institutional Advisory
Christine Jordan, CFP®
Managing Director
Charlie Kinzel
Advisor Associate
Bradford Long, CFA
Chief Investment Officer
Jessica Ludwig
Managing Director, Institutional Advisory
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, Institutional Advisory
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, Investment Director
John Poydence
Advisor Associate
Eric Ramos, CFA
Managing Director, Investment Director
Louis Ressler, AIF®, CPFA®
Senior Vice President, Institutional Advisory
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, Institutional Advisory
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, Institutional Advisory
Shawn Wyckoff
Senior Client Service Associate