first vice president portfolio manager certified wealth strategist at Wintrust Wealth Management - Chicago, IL, US
Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. Today, we proudly serve nearly 30,000 clients and are responsible for over $36 billion of their assets. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, institutional money management through Great Lakes Advisors, and 1031 exchange services through Chicago Deferred Exchange Company.https://www.wintrustwealth.com/disclosures.html