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About Us
About Us
Wintrust Wealth Management
In 2001, Wintrust expanded its service offering to include wealth management by acquiring a highly respected, 70-year-old Chicago-based firm. Wintrust has since grown the business and its ability to serve its clients.
Today, Wintrust Wealth Management consists of four companies working in concert with each other to serve the wealth management needs of individuals, business owners, and institutions. Collectively, Wintrust Investments, The Wintrust Private Trust Company, Great Lakes Advisors, and Chicago Deferred Exchange Company provide comprehensive brokerage and insurance, trust and estate, and portfolio management solutions with the highest standards of service and integrity in the industry. And we can work with Wintrust Private Client to provide private banking services for clients seeking tailored credit and deposit solutions.
See what makes Wintrust Wealth Management different:
Our Services
Investments & Insurance
- Retirement & education planning
- Investment advice
- Brokerage services
- Advisory services
- Whole, universal, and term life insurance
Investments & Insurance
Retirement & education planning
Investment advice
Brokerage services
Advisory services
Whole, universal and term life insurance
Investments & Insurance
- Retirement & education planning
- Investment advice
- Brokerage services
- Advisory services
- Whole, universal and term life insurance
Trust & Estate Services
- Personal trust administration
- Estate settlement services
- Guardianships
- Special Needs trusts
- Charitable trusts
- Agency accounts
- Trust services for RIAs
Trust & Estate Services
- Personal trust administration
- Estate Settlement Services
- Guardianships
- Special Needs Trusts
- Charitable Trusts
- Agency Accounts
- Trust Services for RIAs
Trust & Estate Services
- Personal trust administration
- Estate settlement services
- Guardianships
- Special Needs trusts
- Charitable trusts
- Agency accounts
- Trust services for RIAs
Trust & Estate Services
- Personal trust administration
- Estate Settlement Services
- Guardianships
- Special Needs Trusts
- Charitable Trusts
- Agency Accounts
- Trust Services for RIAs
Get to Know Chicago’s Wealth Manager
OUR HISTORY
Trusted financial advice since 1931ᵀᴹ
OUR HISTORY
Trusted financial advice since 1931ᵀᴹ
A story of persistence and unrelenting commitment to integrity and client service.
IN THE COMMUNITY
Supporting our neighborhoods
IN THE COMMUNITY
Supporting our neighborhoods
Actively participating in, and giving back to, the communities we serve.
BOARD OF DIRECTORS
Strong and diverse leadership
BOARD OF DIRECTORS
Strong and diverse leadership
An experienced team with a broad perspective on leadership, business and philanthropy.
Our Leadership
Thomas P. Zidar
Chairman and Chief Executive Officer
Wintrust Wealth Management
Thomas Kiley
Chief Executive Officer
Great Lakes Advisors
Mary Ann Korenic
Chief Executive Officer
J.D
Wintrust Private Trust Company, N.A.
Terry Hughes
Director of Sales
Wintrust Investments
Jim Corbett
Chief Operations Officer
Wintrust Investments
Eric Munger
Director of Strategy and Marketing
Wintrust Wealth Management
Elliott Silver
Chief Compliance Officer
CRCP™
Wintrust Wealth Management
Michael Smyth
Chief Financial Officer
Wintrust Wealth Management
