209 S. LaSalle Street, Suite 1200
Chicago, IL 60604
Eli runs a wealth management practice that optimizes long-term portfolio performance using well defined investment solutions.
His foremost consideration is the client’s financial security and peace of mind using strategies tailored to each client’s unique goals. Drawing upon a deep rooted desire to deliver exceptional wealth management experience to his clients, Eli seeks to gain a complete understanding of each client’s financial situation. This often entails coordinating the development and implementation of investment strategies with a client’s CPA, attorney and other trusted advisors. The result is a high level of satisfaction and trust from his clients. Eli is also bi-lingual with complete fluency in Spanish.
- Investment strategies for individuals, corporate executives & business owners.
- Assist retirement plan sponsors with plan design, investment selection & employee education
- Business financing and capital raising.
- Succession planning and transition management.
Eli joined the firm in 2012 after seven years at Merrill Lynch.View ADV Bio
|Education||BA, Economics, Hope College, Holland, MI|
|Credentials & Licenses||Series 7, 31, 66, Insurance|
|Personal||Lives in Hinsdale with his wife Lynne. They have 2 grown children.|