James V. Petitpren, II

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer
312.670.6227

Luke M. Schillo

Luke M. Schillo
Director of Planning and Portfolios
312.670.6237

Alexandra A.  Coquoz

Alexandra A. Coquoz
Private Wealth Analyst
312.670.0533

Steven H. Lewis

Steven H. Lewis
Financial Advisor
312.670.6262

James Pellino, CPA

James Pellino, CPA
Chief Operating Officer
312.670.6263

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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Forward Thinking
Forward Thinking