Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Douglas Nardi is a registered investment advisor experienced in serving complex client relationships. Doug has over 28 years of experience working with sophisticated clients on unique wealth issues.
In addition to his client responsibilities, Doug chairs the firm’s Asset Allocation Committee, works on investment strategy and directs the firms external debt strategies. Prior to becoming the leader of the Investment Advisory practice, Doug served as Chief Investment Officer at HPM Partners.
Neha Prabhu is an Research Analyst, Financial Planner, and Principal at Studio Investment Management in Chicago, IL and has nearly 10 years of experience in the investment management industry. Neha Prabhu has taken additional exams to become a Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA).
CFP(R) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first...
John Wimbiscus (CRD# 2771598) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has over 30 years of experience in the finance industry. John Wimbiscus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...
I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry. I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.
Chicago Partners is a registered investment advisor and wealth management firm. We manage approximately $1.2 billion for 330 clients in 38 states across the U.S.
Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds...