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 wife Colleen and two children Morgan and Martin Jr.
Professional Licenses: Series 4, 7, 24, 63, 65, 99, CPWA®
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.
Professional Licenses: Series 3, 5, 7, 15, 24, 63, 66, 99, CFP®
Bill is Treasurer and Chief Compliance Officer at Vestor Capital. He has been with the firm for over 20 years, having joined as Treasurer in 1995. He is also a partner and a principal, serving on the Board of Managers and Investment Committee. He oversees finances and accounting at Vestor, and identifies operating efficiencies including implementing appropriate auditing and accounting controls. In addition to his treasury functions, he is the Chief Compliance Officer responsible for compliance as well as day-to-day operations of the firm. In this role, he ensures proactive compliance by Vestor Capital and ensures that its fiduciary obligations to clients are fulfilled.
Prior to joining Vestor Capital, Bill served as Treasurer for Buehler Brothers, Inc. Bill is a Certified Public Accountant in the State of Illinois, a member of the Illinois CPA Society, and the AICPA. He holds a Bachelor of Science degree in Business Administration, Accounting, from Loyola University.
When he is not in the office, Bill spends time with academic, sport, and scouting events with his children. He is also an avid sailor.
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, serving on The Parents Council of Latin School Chicago. She also serves as a volunteer for Kids Enjoy Exercise Now, Jewish United Fund, and The Council for Jewish Elderly. She is currently a member of the Board of Trustees of Chicago Sinai Congregation. When not in the office, she spends time with her husband and two teenage sons, and enjoys reading, cooking, and practicing yoga.
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 two daughters.
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 7, 66, CFP®, CRPC®, CDFA®
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.
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.
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, from an administrative assistant to currently the Client Service Team Manager. These various roles have allowed her to be involved in all aspects of the Client Service experience.
Samantha coordinates firm operations and compliance reporting, handles customer inquiries and resolves complex client matters. She has an in-depth knowledge of multiple custodian platforms and is currently serving a three year term on the TD Ameritrade Institutional Client Experience Panel. Samantha is also a member of the Vestor Capital Event Planning Committee and plays an active role in the development of firm publications.
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.
Brian joined Vestor Capital in 2018. Brian is responsible for maintaining client relationships and supporting our advisors – this includes assisting with the execution of trade orders, account opening, documentation processing, and client report creation.
Prior to Vestor Capital, Brian worked supporting investment operations at J.P. Morgan Asset Management. Brian also spent time as a client service analyst within the healthcare and multinational corporation commercial banking industry verticals at J.P. Morgan. Brian holds a Bachelor of Arts degree in Economics from the University of Arizona.
A native of Massachusetts, Brian enjoys traveling and attending local sporting events in Chicago with family and friends.
Taylor joined Vestor Capital in 2018. She is responsible for addressing all aspects of client service, including partnering with advisors on portfolio management and investing, facilitating account operations and asset transfers, preparing custom reports, answering client inquiries, and coordinating the distribution of funds.
Prior to Vestor Capital, Taylor was a Private Client Associate with AllianceBernstein. Taylor graduated with Distinction from the University of California, Berkeley, and earned a Bachelor of Arts degree in Political Science.
DeeDee joined Vestor Capital in 2017. She assists the Client Service team and our clients with daily needs – scheduling and preparing for meetings, facilitating firm mailings, assisting with the client on-boarding process, and general office functions. DeeDee is currently studying to complete her Series 65 securities license. She holds the Accredited Financial Counselor designation.
Prior to Vestor Capital, she provided financial counseling to wounded veterans and their families in Illinois and neighboring states. She also enjoyed teaching Army soldiers investing and budgeting basics while stationed in Germany with her husband and daughter.
While not in the office DeeDee enjoys photography, yoga, and traveling with her 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.
Professional Licenses: Series 7, 63, 65, CPA, CFA®
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 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 and 28 licenses.
John is the father of one son who’s studying to be 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.
Carolyn joined Vestor Capital in 2017. She is the Senior Compliance Analyst, 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 in English from Creighton University, and an MBA in Business Strategy from DePaul University. When not in the office, Carolyn enjoys spending time with her husband and two young sons.