Marty is the President and C.E.O of Vestor Capital and has been with the firm for over 20 years. He is on the Board of Managers and Investment Committee. Marty brings more than 30 years of experience in financial, tax, estate, and retirement planning, focusing on asset allocation and investment strategies. He has enjoyed serving as an advisor to many of the firm’s clients and uses his deep expertise to craft comprehensive wealth management plans for high net worth individuals, families, and corporate executives. Marty holds a Charted Private Wealth Advisor (CPWA®) designation.
Prior to joining Vestor, Marty began his career with The Illinois Company, a Chicago-based investment firm. He holds a Master’s degree in Finance from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelor of Science degree in Communications from Michigan State University.
Marty enjoys spending his time outside of the office with his his wife and 2 grown children.
Dennis is the Executive Vice President of Vestor Capital. He has been with Vestor for 15 years and during this time has served as a trusted advisor to his clients. He serves on the Board of Managers and the Investment Committee. Dennis has over 30 years of experience in the financial services industry in financial planning, individual tax planning, and investment management. He manages Vestor’s Lake Forest office and also leads the business development team. Dennis is also a frequent speaker on retirement and investment planning in the Chicago area. Dennis holds a CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association.
Prior to joining Vestor Capital, he served as an investment executive at John Nuveen and Co., Drexel Burnham Lambert, Paine Webber and, previously, as Vice President at Northern Trust Securities, Inc. Dennis earned a bachelor’s degree in Economics from Brown University.
When not in the office, Dennis has served as an officer or Board member of several non-profit and charitable organizations in the area. He also enjoys spending time with his wife and three children.
Scott is a Partner and Wealth Management Advisor for Vestor Capital. Scott merged his investment advisory business, Oak Asset Management, LLC with Vestor Capital in December 2020. Scott has over 35 years of experience in the financial services industry and has been with Oak since its origin in 2006. Like Vestor, Oak specialized in investment management services to high net worth individuals, in addition to trusts and estates, making Oak and Scott the perfect fit for a partner.
Prior toestablishing and operating Oak Asset Management, Scott served as the Senior Vice President and Managing Director for the Private Bank Wealth Management Division at Harris Bank for 8 years. Additionally, he worked for Bank One/Chase Securities Corporation for nearly ten years. Throughout his career, Scott has enjoyed using his expertise in portfolio management and financial planning to help families and corporations manage their wealth for the future.
Scott earned his Bachelor of Science in Finance and Management from Northern Illinois University. Scott lives for the beach, traveling with his wife, scuba diving, and golfing with his two sons.
Peter joined Vestor Capital in 2013 as a Wealth Management Advisor. He is responsible for strengthening client relationships, research, technology and new business development. Peter advises clients on a broad range of financial matters and utilizes the extensive resources of Vestor Capital and his knowledge as a CERTIFIED FINANCIAL PLANNER™ to develop a personalized financial plan and investment strategy for each client. He also specializes in advising 401(k) plans regarding plan design, investment menu construction, fiduciary education, and ongoing participant education.
Prior to joining Vestor Capital, Peter was a Financial Advisor at Merrill Lynch for 4 years and owned Mullins Computer Solutions, a computer networking and repair company. He holds a BS in finance from the University of Arizona, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®).
Peter is an associate member of the Blackhawk Alumni Association. He also enjoys developing youth and high school rugby programs, golf, and playing hockey.
Professional Licenses: Series 66, CFP®, CRPC®, CDFA®
Brian joined Vestor Capital in 2013 as a Wealth Management Advisor. He provides a broad range of sophisticated financial counseling services to high net worth individuals and families by providing them with individualized wealth management plans. As with all of Vestor’s clients, Brian applies a holistic approach to portfolios and covers areas including investment management, retirement, estate, tax considerations and risk management. Brian holds the Certified Public Accountant designation and the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining Vestor Capital, he served as a Relationship Manager in the Corporate and Institutional Services division at The Northern Trust Company. Brian studied Accounting at Purdue University, receiving his B.S., and an M.B.A from DePaul University. When not in the office, Brian enjoys spending time playing golf, cycling, sailing, and spending time with his wife and four children.
Elaine is a Vice President and Senior Advisor at Vestor. She has extensive experience in advising high-net-worth clients and providing holistic wealth management and planning to clients. She has a particular focus on working with women, especially those facing life transitions such as divorce.
Elaine has been in the financial services industry since 1986. Prior to joining Vestor Capital, she worked for Bear Stearns, and Tucker Anthony. She holds a Bachelor’s degree with a concentration in Political Science from Tulane University.
Elaine is very active in the community. She currently serves as an involved member of Impact Grants Chicago and as a volunteer for Jewish United Fund. Previously, Elaine served on the Parents Council of Latin School Chicago and the Board of Trustees at the Chicago Sinai Congregation, where she is a member. When not in the office, she enjoys spending time with her family, reading, cooking, and practicing yoga.
Tom joined Vestor Capital in 2018 as a Wealth Management Advisor. He brings over 25 years of financial analysis and portfolio management experience to the team and is responsible for strengthening client relationships and developing new business. Tom provides sophisticated investment and financial guidance to successful professionals, entrepreneurs and high net worth individuals and families. He advises on a broad range of matters including investment management, retirement, estate planning and risk management. Tom understands that each client has unique circumstances and constructs personalized plans to help each individual meet their goals.
Prior to joining Vestor, Tom held senior portfolio and investment management positions at Trust Company of Illinois and U.S. Trust. Tom received a B.S. in Business Management from University of Denver and an M.B.A. from DePaul University. He holds a Certified Investment Management Analyst (CIMA) designation from the Investments and Wealth Institute.
In his spare time, Tom enjoys boating, mentoring students at his alma maters, and following the exploits, including improv comedy, of his three children.
Jason serves as a Wealth Management Advisor for Vestor Capital. As a Wealth Management Advisor, Jason provides sophisticated investment and financial guidance to high net worth individuals and families. By focusing on each relationships unique attributes, Jason is able to customize and craft a plan for each family to help them in achieving their financial goals. Each plan is built using a holistic approach that covers retirement planning, investment counsel, tax management, risk management, estate planning, business succession planning, and corporate stock option planning. Jason will collectively work with you to understand your needs and help you customize a plan in order to help you achieve your financial goals.
Jason has over 14 years of experience in the financial services industry. Prior to joining Vestor Capital, Jason worked for two of the nation’s largest financial services companies, where his focus was helping clients to develop and maintain a goals-based investment plan. Jason earned a Bachelor’s Degree from High Point University in English Writing/Journalism. Jason has earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board.
In his spare time, Jason is an avid sports fan and exercise enthusiast. Jason also enjoys traveling and taking weekend trips to Wisconsin with family. When not traveling or working you will find Jason donating his time to various charitable organizations.
Mark joined Vestor Capital in 2021 as a Wealth Management Advisor. Mark works closely with his clients to create individualized financial plans that assist in meeting the needs of their household. He concentrates on personalizing the education experience, communication, and execution strategies required of his high-net-worth clients.
Mark received a B.F.A. from Auburn University and a M.B.A from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ through the CFP® Board and a Certified Wealth Strategist® professional through Cannon Financial Institute. Mark brings with him 14 years of experience in the financial services industry from his time at TD Ameritrade, Inc. While at TD Ameritrade, Mark was regularly featured on the TD Ameritrade Network in both live and on demand content related to his deep knowledge of long-term investing and personal finance.
During his down time, Mark has mentored young adults navigating the start of their career as well as being a part of Junior Achievement’s education program. Mark loves spending time with his wife and daughters through sports, cooking, music, or adventure.
Stephen is a Wealth Management Advisor for Vestor Capital. He holds the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning and the Uniform Combined State Law Examination (Series 66).
He has been in the Financial Service industry since he graduated in 2010 from the University of Dayton with a B.S. in Accounting and a B.S. in Finance. At the University of Dayton, Stephen also played on the Flyers Baseball team all four years and was involved with Student Government.
Stephen started his financial services career at Mesirow Financial in the Compensation and Executive Benefits department where he obtained his knowledge of investments and retirement planning.
In 2022, Stephen joined Vestor capital as a Wealth Management Advisor after 9 years at Merrill Lynch. Stephen has built his practice on developing a personal relationship with each individual, family, or business owner and using sound judgment, objective advice, hard work and integrity in assisting his clients on reaching their financial goals.
Stephen and his wife, Chapin, live in the north shore of Chicago with their two sons. Stephen is involved as an associate board member for his family’s foundation, The Daniel Murphy Scholarship Foundation, raising money for under privilege children to attend private high schools around the country. In his free time Stephen enjoys golfing, tennis, skiing and biking.
Samantha began her career at Vestor Capital in 2006 after graduating from Denison University in Granville, Ohio. Samantha has served in numerous capacities at Vestor Capital and now leads as the Client Service and Operations Manager. Samantha’s various roles have allowed her to be involved in all aspects of the Client Service experience and firm operations.
In her current role, Samantha oversees the Client Service Team and leads the implementation, reporting, and oversight of the firm’s day-to-day office systems. She has an in-depth knowledge of multiple custodian platforms and recently served a three-year term on the TD Ameritrade Institutional Client Experience Panel.
As a member of the Vestor Capital Management Team, Samantha plays an important role in helping shape the development of the organization. When not in the office, Samantha is busy enjoying her husband and three young children.
Jill is a registered Client Service Associate. She joined the firm in 2006 and is responsible for Advisor support, client services, and office administration. She received a Bachelor’s Degree from Tusculum College.
When not in the office, Jill enjoys spending time with her husband and daughter.
Sara joined Vestor Capital in 2013. As a client’s liaison, she handles all levels of customer relations including setting up quarterly meetings, filling all client requests, completing market orders, participating in client outreach events, and providing administrative support to our Wealth Management Advisors. Her background in the financial services industry includes Registered Representative positions at Smith Barney, Tucker Anthony, Inc., and Morgan Stanley.
Sara graduated with a BS degree from Xavier University.
John Dillon joined Vestor Capital in 2020. John is a member of the Client Service Team where he assists clients and supports advisors in all aspects of the business including trade execution, document processing, preparing reports and completing client requests. John takes pride in ensuring the financial success of the client in addition to developing a personal relationship.
Prior to Vestor Capital, John spent eight years in client service and operations at Uhlmann Price Securities. He has extensive experience working with clients to develop their financial plans and to help them navigate the constantly changing economic environment. John graduated from Southern Illinois University in Carbondale with a Bachelor of Science in Radio-Television.
John lives in the Northcenter neighborhood of Chicago with his wife and their dog. He enjoys attending sporting events and concerts along with spending time at the community garden.
Jake joined our team at Vestor Capital in 2021. As a registered Client Service Associate, his responsibilities include maintaining client relationships and supporting advisors in executing trade orders, opening new accounts, processing documents, and creating client reports. His background in the financial services industry includes working at Morgan Stanley from 2016-2021, where he participated in market research and helped clients identify planning needs for retirement.
A graduate of DePaul University, Jake has his Bachelor’s in Finance. He currently lives in the suburbs of Chicago with his girlfriend and two dogs. Outside of the office, he enjoys playing guitar, weightlifting, sports, and traveling.
Tony joined Vestor Capital in 2022 and is responsible for client service support including maintenance of client relationships, opening new accounts, trade executions, and partnering with our advisors to help clients achieve their financial goals. Tony began his career in the financial services industry in 2006 where he worked at TD Ameritrade in various client services and support roles.
Outside of the office, Tony spends his time with his family and enjoying outdoor activities.
Kelsey joined our team at Vestor Capital in 2022 as our Client Service Specialist. Kelsey supports our team with client onboarding and maintaining the firms CRM system to help generate reports and records. Kelsey’s professional experience working in sales and client relations as well as her experience working internationally in South Korea brings a set of unique skills to our company.
She received her bachelor’s degree from Illinois State University and currently lives in Chicago’s Logan Square neighborhood.
Outside of work Kelsey enjoys traveling, painting, reading, and enjoying Chicago with her friends and family.
Tim joined Vestor Capital in 2005 as the Director of Research. He leads Vestor’s investment discipline, including designing investment strategies that meet the needs of clients. He oversees the firm’s investment portfolios and is active in equity research and in managing mutual fund portfolio strategies.
Prior to joining Vestor, Tim worked for Monetta Financial Services in Wheaton, Il, where he was a Vice President and Portfolio Manager/Analyst. He has also worked at Amoco Corporation as Assistant Vice President and as a Financial/Operations Analyst for nearly ten years. Tim has also worked for National Bank of Detroit, Allstate Insurance Company in Northbrook, Il, and Coleman, Epstein, Berlin & Company in Chicago. He is a CPA and holds the Chartered Financial Analyst designation, and is a member of the CFA Society of Chicago. He graduated from Northern Illinois University with a Bachelor of Science degree in Accounting and earned his MBA in Finance from the University of Illinois-Champaign.
Tim has also appeared in the media and has been featured on CNBC, discussing portfolio management and security selection topics.
Outside of the office, he serves as a parent leader in the Riverside/Brookfield chapter of Young Life, a non-denominational Christian ministry that reaches out to high school students.
Jim joined Vestor Capital in 2015 as a Senior Research Analyst. He contributes to the firm’s research efforts, helping to navigate and capitalize on investment opportunities across the company’s product lineup.
Before joining Vestor Capital, Jim served as the Vice President, Technology Markets at Detwiler Fenton & Company in Boston, where he provided research on a variety of technology companies. He also worked for Thrivent Asset Management, in Appleton WI, as a Portfolio Manager/ Senior Research Analyst and for Monetta Financial Services in Wheaton, IL as Research Analyst. Jim earned a Bachelor of Science in Finance and Economics from Elmhurst College.
Outside of the office, Jim serves on the School Advisory Board for the St. John of the Cross Parish School in Western Springs. He also spends much of his free time keeping up with his four children, running and golfing when possible.
Jenna began at Vestor Capital in 2014 as a Client Service Associate. In 2018, she joined the Research & Trading department as a Portfolio Manager and Senior Trader. Jenna is responsible for the firm’s overall portfolio management and trading functions, including portfolio construction and asset allocation, rebalancing, and cash monitoring. Jenna also handles firm operations and product development monitoring and maintenance.
Prior to Vestor Capital, Jenna held positions in the Investment Management divisions at Citigroup, Inc. and Goldman Sachs. Jenna earned a Bachelor of Arts degree from Boston College where she graduated Cum Laude. Away from the office, she enjoys traveling and spending time with family and friends.
John joined our team at Vestor Capital in 2022. He is a member of the Research Team where his core responsibilities include supporting the firm’s research program across various products and monitoring investments to ensure effective use of capital. John also helps in the trading execution for newly approved investments.
Before joining our team, John held positions in the Fund Accounting and Investment Performance divisions at Northern Trust, helping clients identify successful investment strategies and maintain optimal performance. John earned a Bachelor of Arts in Economics at Bowdoin College while being a member of the school’s Ice Hockey team. He holds a Chartered Financial Analyst designation and is a member of the CFA Society of Chicago.
John currently lives in the Lakeview neighborhood of Chicago with his fiancée and their dog. Away from the office, he enjoys trying new restaurants, traveling, hiking, and playing hockey in Chicagoland’s various men’s leagues.
John joined Vestor Capital in 2014 as an Independent Contractor and became a full time member in 2015. John is the Director of Accounting and is primarily responsible for generating the financials for the firm and its two sister companies.
John has a BBA degree in Accounting from Loyola University of Chicago, which is also where he obtained his MBA in Finance. Since joining Vestor, he has obtained his Series 7, 28, 66 and 99 licenses.
John is the father of one son, who is a veterinarian, and has been a life-long resident of Chicago’s Western suburbs. John is a die-hard Cubs fan and enjoys working out and playing golf in his free time.
Chief Compliance Officer and Human Resources Manager
Carolyn joined Vestor Capital in 2017. She is the Chief Compliance Officer, responsible for the maintenance of all compliance policies and procedures. She leads internal and external audits and is the primary interface with regulatory entities. Carolyn also handles human resource matters.
Prior to joining Vestor Capital, Carolyn held compliance positions at Henderson Global Investors and Aon Hewitt Investment Consulting.
Carolyn holds a BA from Creighton University and an MBA in Business Strategy from DePaul University. Carolyn is a member of the Chairmen’s Advisory Council of the Big Shoulders Fund, a charity providing support to Chicago Catholic schools with demonstrated need. Most recently, Carolyn and a group of her Vestor colleagues taught the Stock Market Class to an 8th grade class in the Ravenswood neighborhood. Carolyn enjoys cooking, reading, and cheering on her three young children in various sports and activities.