Experience

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  Buckingham Strategic Wealth

  • Deerfield, IL

  • Associate Wealth Advisor

    • 2020 - Present
    • Deerfield, IL

    We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists andnational thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, nonprofit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

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  Asset Management Group, LLC

  • Northbrook, IL

  • Portfolio Manager

    • 2019 - 2020
    • Northbrook, IL

    • Analyze asset allocation for client portfolios and identify opportunities to rebalance portfolios in line with investment policy and model portfolios.• Responsible for all trading in client accounts, oversee cash flow planning and daily cash management process to determine amount to be invested or generated.• Manage firm’s portfolio administration, including account reconciliation, categorization of securities, new account set-up, and maintaining accuracy of portfolio management and client databases.• Run financial planning scenarios, including cash flow, net worth statements, retirement projections and college funding analyses for client presentations.

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  Prairie View Associates (Thrivent Financial)

  • Orland Park and Bloomingdale

  • Senior Investment Analyst and Portfolio Manager

    • 2017 - 2019
    • Orland Park and Bloomingdale

    -Manage and maintain proprietary portfolio models and provide all investment research and due diligence for security selection (mutual funds and ETFs for passive and active managers).-Responsible for managing client portfolios and relationships by implementing and monitoring investment and financial planning strategies developed by the firm. Implement trade activity, manage all client workflows, prepare client reports.-Deepen client relationships by servicing client's needs and requirements through regular communication and client-centric, service-focused support.

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  LMW Consulting

  • Greater Chicago Area

  • Principal

    • 2010 - 2018
    • Greater Chicago Area

    -Created firm as a vehicle to assist companies in need of financial, strategic or investment management assistance.-Roles have included portfolio management, investment research, wealth management, financial planning, relationship management, client servicing.-Engagements: Johnson Financial Group, Fortaleza Asset Management, Nadler Financial Group, Madison Advisory Group, New England Financial, Huber Financial and MB Financial Bank.

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  The Bensman Group

  • Bannockburn

  • Portfolio Manager

    • 2015 - 2016
    • Bannockburn

    -Provide holistic financial planning services to the high net worth and ultra high net worth clients. Utilize and maintain comprehensive wealth management systems for portfolio design and financial planning for clients and prospects. -Perform due diligence on existing and potential investments and make recommendations from third party managers/mutual funds/ETFs for all asset classes. -Analyzed accredited investor products, such as private equity, limited partnerships, BDCs and private debt and credit vehicles.

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  RBC Global Asset Management (U.S.) Inc.

  • Greater Chicago Area

  • Vice President, Senior Equity Analyst and Portfolio Manager

    • 1999 - 2009
    • Greater Chicago Area

    -Active participant of seven-person team that grew AUM from $325m to $6B in six years. Voting member of four person investment committees for midcap, large cap core and SMID products.-Portfolio manager for high net worth and institutional clients. Responsible for all client support and communication.-Issued buy/sell recommendations for US growth equity portfolios. Utilized independent fundamental research, sell-side analysts/reports, meeting with senior management of potential companies, industry experts and industry conferences.

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  The Chicago Trust Company/Chicago Capital

  • Chicago

  • Assistant Vice President, Equity Research Analyst

    • 1995 - 1999
    • Chicago

    -Supported a $2B AUM firm through equity recommendations of large and mid-cap equity stocks with investment merit and portfolio suitability for institutional and high net-worth growth portfolios. -Provided stock selection and industry expertise for a $580 million, 5-star Morningstar-rated large-cap mutual fund and $150 million mid-cap commingled fund. Participated in the hiring and development of six junior research staff.

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  Stratford Advisory Group

  • Chicago, IL

  • Investment Consultant

    • 1994 - 1995
    • Chicago, IL

    -Collaborated with team members on consulting projects and account management, creating customized solutions for each client's unique goals and structure. -Assisted in the development of investment policies, asset allocation, performance measurement and attribution, investment manager search/selection and mutual fund analysis. -Generated equity and fixed income research for Fund of Funds platform, evaluating investment process, philosophy and performance.

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  Madison Asset Group, Inc.

  • Chicago, IL

  • Portfolio Analyst

    • 1988 - 1994
    • Chicago, IL