Dollars & Sense
By Sherry Thomas
By Sherry Thomas
As part of Sheridan Road’s inaugural Money issue, we invited the North Shore’s leading financial experts to participate in a special feature that celebrates the most accomplished wealth managers and estate planners in our midst. On the pages that follow, we bring you the names and faces of prestigious pros who help preserve your high net-worth accounts and protect your family’s legacy for generations to come.
STEVEN ESPOSITO – WEALTH ADVISOR
MORGAN STANLEY
EASTGATE CAPITAL ADVISORS, LLC
BRIAN JESSEN – SENIOR VICE PRESIDENT OF LENDING
GUARANTEED RATE, INC.
HEFTER LESHEM MARGOLIS (HLM) CAPITAL MANAGEMENT
RAJ BHATIA – MANAGING DIRECTOR
MERRILL LYNCH WEALTH MANAGEMENT
CHANEL DORÉE AND KRISTY MCCULLOUGH
RMB CAPITAL
JIM PERKINS – CEO, MANAGING MEMBER
QUANTUM PRIVATE WEALTH
ALLEGRA BIERY – EXECUTIVE VICE PRESIDENT
NORTHERN TRUST
EDWARD JONES
KAREN GLEICHER HEISLER AND TERI CONKLIN
UBS FINANCIAL SERVICES INC.
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