Greater Chicago Area
Senior Investment Consultant managing directly $300M+ in client assets, specializing in comprehensive wealth management, portfolio strategy, and long-term financial planning. I help individuals, families, and business owners navigate complex financial landscapes by delivering data-driven investment guidance and a highly personalized client experience. With deep expertise in asset allocation, market analysis, and risk management, I focus on building resilient portfolios that align with client goals at every stage of life. As a team leader, I mentor advisors, drive operational efficiency, and foster a collaborative environment centered on exceptional service and measurable results. I am committed to elevating client outcomes through consistent communication, disciplined investment methodology, and an unwavering focus on trust and transparency. Core Competencies: • Portfolio & Wealth Management (>$400M AUM) • Investment Research & Strategy • Comprehensive Financial Planning • Client Relationship Management & Retention • Team Leadership & Training • Risk Assessment & Market Analysis
Senior advisor managing a $300M+ personal book of assets, providing comprehensive wealth strategies, disciplined investment guidance, and long-term portfolio planning for high-net-worth individuals, families, and business owners. Provide day-to-day leadership and strategic support for Zacks Private Client Group responsible for $2.5B+ AUM, ensuring high-quality service, consistent communication standards, and operational efficiency. Train and mentor new hires, equipping them with investment knowledge, operational structure, systems training, and best-practice communication skills. Serve as a central resource for the team on complex client questions, investment positioning, operational processes, and cross-team coordination. Contribute to process improvements that enhance workflow, strengthen compliance alignment, and elevate the overall client experience. Manage customized portfolios across equities, fixed income, and tactical allocations, focusing on risk-adjusted returns, tax considerations, and long-term wealth preservation. Conduct in-depth financial analyses, retirement modeling, and ongoing portfolio reviews aligned to client goals, risk tolerance, and market conditions. Maintain exceptional client loyalty through proactive communication, education, and an advisory approach rooted in clarity and confidence. Translate market movements and economic trends into actionable insights for clients, supporting informed decision-making. Work closely with portfolio management, research, trading, and compliance teams to support seamless execution of investment strategies. Align client objectives with the firm’s investment philosophy, ensuring a cohesive and well-supported advisory experience.
Provide data consulting services to a network of clients. Specializing in marketing analytics, customer analysis, predictive analytics, and lead generation for the financial industry.
Primary analyst for Illinois Department of Transportation, Illinois Commerce Commission, Illinois Power Agency, and Illinois State Toll Highway Authority. Examine and analyze budget requests from agencies. Make recommendations and provide technical assistance on budget levels for agencies and programs, taking in to account administration priorities, availability of resources and impact on programs. Negotiate issues related to the budget or state programs, which include reviewing, researching and recommending alternative budget strategies. Provide written comments on the fiscal and programmatic implications of General Assembly actions; Prepare veto messages when needed, and monitor agency appropriation bills and amendments. Perform fiscal, statistical and other studies and analysis for state agencies. Monitor agency expenditure and staffing plans; review agency requests for 2% transfers and release of funds for capital expenditures. Prepare and monitor forecasts of state revenues, and expenditures, demographic factors and programs related to the state’s economy.