Features

Fans chanting “Rock-y! Rock-y! Rock-y” at Chicago Blackhawks home games at the United Center had nothing to do with celebrating a certain cinematic boxer and everything to do with acknowledging the presence of an avid, real-life hockey fan—W. Rockwell “Rocky” Wirtz, the Blackhawks’ principal owner and chairman. “Rocky liked to sit in the stands during

Wealth management isn’t just a profession to Steven Esposito. He considers it a hallowed responsibility, and it shows in his values and how he serves his clients. Esposito knew in high school that he wanted to be a wealth manager, and today he is the founder, President, and Managing Director of Yellowstone Wealth Management in

Lisa Bertagna leads a team of Private Bankers who serve high-net-worth clients with credit solutions to help them meet their financial goals. She is also currently building a Fifth Third Private Bank team on the North Shore. Fifth Third Private Bank has over 100 years of experience in wealth management, and helps clients achieve their

Susan Reichert Milanak was motivated to become a financial advisor through her experience helping her mother navigate complex financial charts when meeting with her financial advisory. The experience prompted Milanak to want to help others the way she was helping her mother. She says she felt there was a need not to just advise, but

Colleen McCaffery and Michael Katz are an advisory team focused on successful individuals, multi-generational families, business owners, divorced and widowed women, and those in transitional parts of their lives with complex issues. The collaboration of McCaffery and Katz, both with over 25 years of experience, brings a highly engaged team with complementary skill sets to

The first thing Christopher Smulski shares with his clients is background about himself and his family. It’s a way to set his clients at ease, and to prompt them to share their stories. Getting to know his clients and learning about their personal and financial goals is a key first step in building successful relationships.