LISA BERTAGNA, REGIONAL DIRECTOR II OF PRIVATE BANKING: FIFTH THIRD BANK

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 financial objectives through personalized wealth planning, banking, insurance, investments, and trust and estate services. As a bank within a bank, Bertagna and her team are able to leverage the resources of a top financial institution to deliver a premium level of service to clients. Bertagna has more than 30 years of experience in the financial services industry, most of that spent at large global banks. “I am thrilled to work with a super-regional bank like Fifth Third,” she says. “The bank offers all of the expertise, services, and products that you expect at a large bank but is small enough to stay focused on our clients at a local level.” Fifth Third Private Bank surrounds its clients with a full team of advisors starting with a $2 million minimum investment. Many of the bank’s peers only offer a team-based approach with a much higher relationship minimum. Bertagna spent a decade early in her career in commercial lending, which she enjoyed, but she realized helping individual clients was her true passion. She’s never looked back. “In Wealth Management, we have the privilege to get to know our clients deeply and to be in a position to help them achieve their personal and family goals,” she says. A science lover, Bertagna has served on the Women’s Board of the Adler Planetarium, and she was recently named to the Women’s Board of Chicago’s Field Museum.

For more information, visit privatebankadvisors.53.com/il/rosemont/6111-n–river-rd–34312196.html.