Features

In her role as Partner and Investment Advisor at Aaron Wealth, Adrianna Stasiuk provides comprehensive wealth management services to the individuals and families with whom she works. Stasiuk is proud to hold both a B.A. and an MBA from the University of Notre Dame’s Mendoza College of Business. Further instrumental to her development and growth

Lisa Bertagna leads a wealth management team who serve high-net-worth and ultra-high-net-worth individuals, families, and businesses to help them meet their financial goals. She has built a full Fifth Third Private Bank team on the North Shore in Northbrook and leads a team located in downtown Chicago. Fifth Third Private Bank has over 160 years

One of Rebecca Juhant’s favorite things about her role at Fifth Third Private Bank is working with entrepreneurial business owners. “I enjoy being a trusted advisor, assisting the business owner down the journey of thinking through their priorities—from tax mitigation and philanthropic goals to family governance—and the best timing to implement various strategies,” explains Juhant,

As Partner, Senior Wealth Advisor, and Team Leader with Curi RMB Capital, Jay Menton offers an analytical approach to client service. “We bring deep and comprehensive team-based financial planning customized to our clients’ circumstances into every engagement—incorporating this information into portfolio construction, asset allocation, risk management, and exposure,” says Menton, who has an MBA from

Ask F.J. Phillips the secret to his success in wealth management and he’ll tell you it’s important to work hard, work smart, and work patiently. “A fruitful career is no different than long-term investing. Control your risk, control your emotions, and be patient,” explains Phillips, who became interested in a career in financial planning after