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Jane joined Wintrust Private Trust Company in 2013. In her time at the firm, she most recently managed a group of clients at a local retirement/nursing care facility, transitioning them from independent living to life at the facility. During the transitions, Jane coordinated the update of clients’ homes and assisted moving them to the facility, working with their families to ease the process. She subsequently worked with an additional group of clients, utilizing her creativity and desire to build long-term relationships in order to manage their administrative needs. Jane provides outstanding service and prompt responses to all requests. She continues to work with newer team members to train and assist them. Her love of teaching motivates her to help others attain professional excellence.

Prior to joining the firm, Jane spent over 27 years in wealth management and trust administration and has worked with a wide variety of trust clients including a well-known Chicago based charitable foundation. She gained much of her experience at PNC Bank and BMO Harris.

Jane has completed the Cannon Financial Institute three-year Trust School program. Outside of work, Jane enjoys both domestic and international travel especially missions trips to Papua New Guinea, Honduras, and Ukraine. She also spends her spare time with her six adult children and her six grandchildren being involved in their baseball, volleyball, and horseback riding adventures.
 

 

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Wintrust Wealth Management - Chicago - Headquarters

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Chicago, IL 60604