David has been helping clients manage their financial affairs since 1981.  Prior to founding Strategic Wealth Partners, he was a Senior Managing Director with Mesirow Financial from 1987 to 2008. Previously, he held positions with Merrill Lynch from 1981 to 1987 and with Harris Bank from 1978 to 1980. David received a BBA in Finance from the University of Michigan in 1978, and an MBA from Northwestern University’s JL Kellogg Graduate School of Management in 1981.

Neal first started working with clients on their investments and other financial needs in 1988.  Prior to founding Strategic Wealth Partners, he was a Senior Managing Director with Mesirow Financial.  Previously, he was with Kemper Securities (now Wells Fargo) and Arthur Andersen.  Neal received a BS in Accountancy from the University of Illinois and an MBA from Northwestern University’s JL Kellogg Graduate School of Management.  Neal is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and a Chartered Financial Analyst® (CFA®) charterholder.

Moira spent 28 years in various roles at LaSalle Bank of Chicago including relationship management, Manager of Wealth Management Product Development and Chief Administrative Officer in brokerage services. Moira is responsible for overall operations, strategy, compliance and marketing. She is an ongoing member of the Leukemia & Lymphoma Society Light The Night Corporate Committee. She received her BA in History from Saint Mary’s College, Notre Dame, Ind. She received her MBA in Finance from Loyola University, Chicago.

Kim has been working in the financial industry since 1997. Kim has extensive investment experience, mostly recently with Mesirow Financial Services where she served as a portfolio manager. She is responsible for investment research including identifying and reviewing managers, asset allocation strategies and managing Black Diamond, our performance reporting system. Kim received a BS in Finance from the University of Illinois at Urbana-Champaign in 1997.

Ashley has been working in the financial industry since 2006.  Prior to joining Strategic Wealth Partners, she was a Junior CFO/Financial Planner with Credit Suisse Family Wealth Management.  Ashley is responsible for our financial planning activities supporting client strategies for investments, insurance, estate planning and tax counseling.  She received a BS in Consumer Science – Personal Finance from the University of Wisconsin in 2006.  Ashley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant.

Andrew joined Strategic Wealth Partners in July 2008 as a Portfolio Administrator, servicing our client’s administrative financial needs and managed on-line web access activities. His current role is focused on asset allocation, trading and managing client portfolios. Andrew graduated from Yale University with a BA degree in History.

Jennifer began working in the financial services industry in 1997. Jennifer has extensive experience in providing exceptional client service, most recently with Mesirow and now at Strategic Wealth Partners. She is responsible for overseeing the administrative activities required to maintain and manage clients’ accounts, as well as managing the Black Diamond reporting system.

Toni joins us from Pharma Logistics, LTD where she was responsible for accounting analysis. Previously, she worked in the financial services industry at two different mortgage firms. Toni’s main focus is ongoing client service and support of Strategic Wealth Partner’s clients. She is currently attending Columbia College.

Linda serves our clients by processing trades and maintaining portfolio information.  Prior to joining Strategic Wealth Partners in 2011, Linda was administrative assistant to the managing director of a national commercial real estate firm.  Linda also has 17 years of experience in operations management on the trading floor of the Chicago Mercantile Exchange.  Linda received a BBA degree in Finance from Loyola University of Chicago, as well as a MAT degree from National-Louis University.