Team Geneva Advisors

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181 West Madison Street, 35th Floor
Chicago, IL 60602

 

PHONE NUMBER: 312.422.1720

TOLL FREE: 800.505.1720


Office Heads

Robert C. Bridges, Managing Director

John P. Huber, Managing Director

Wealth Management Team

Thomas S. Bridges, Co-Head, High Net Worth Sales

Robert J. Coulton, Co-Head, High Net Worth Sales

Erin S. Dickes, Managing Director

Kenneth J. Gimbel, Managing Director

Michelle M. Hermann, Managing Director

Richard F. Judd, Managing Director

Richard S. Kaplan, Managing Director

Bruce L. Klein, CFA, Managing Director

Michael E. Mortell, CFP®, Managing Director

David A. Pierce, Managing Director

Mark E. Resnik, Managing Director

Richard K. Sheiner, Managing Director

J. Scot Tyson, Managing Director

James J. Arado, Managing Director

Gregg D. Anderson, Senior Vice President

James A. Barasa, Senior Vice President

Mark J. Cassell, CFA, Senior Vice President

Sean B. Dobbins, Senior Vice President

Tina M. Frey, CFP®, Senior Vice President

Kelly T. Goalby, Senior Vice President

Randy M. Joseph, Senior Vice President

Mike Kimbarovsky, Senior Vice President

Bridgid H. Kyle, Senior Vice President

M. Shawn Leist, Senior Vice President

Keith R. Malooley, CFP®, CFA, Senior Vice President

Robert J. Merkle, CFA, Senior Vice President

Margaret Miller, Senior Vice President

Robert J. Nowlin, Senior Vice President

Jo Ann M. Seagren, Senior Vice President

Allen H. Smith, Senior Vice President

Stacey L. Velez, CFP®, Senior Vice President

Kathleen A. Birmingham, Vice President

Marty A. Brown, CFA, Vice President

Patricia D. DeChant, Vice President

James R. Escobar, Vice President

Joseph J. Locke, Vice President

Bernard F. Myszkowski, CFA, Vice President

Mark E. Pauly, CFA, Vice President

John A. Cimaroli, Associate Vice President

Jordan H. Sheiner, Associate Vice President

Judy M. Nicchetta, CFP®, Financial Planner

Nathan W. Buth, Account Manager

Renee M. Clancy, Account Manager

Laura L. Clemons, Account Manager

Abby E. Davis, Account Manager

Gale W. Dewar, Account Manager

Karen I. Fox, Account Manager

Carolyn A. Lane, Account Manager

Lisa A. Massini, Account Manager

Michael W. Meridith, CFP®, Account Manager

Charlene P. Morris, Account Manager

Tracy M. Olson, Account Manager

Annette M. Peterson, Account Manager

Andrea M. Simic, Account Manager

Evy L. Stein-Keller, Account Manager

Teresa Velgara, Account Manager

Cynthia A. Zuponeck, Account Manager

Investment Team

Gordon C. Scott, CFA, Managing Director

Daniel P. Delany, CFA, Managing Director

Jim L. Farrell, CFA, Portfolio Manager

Christopher J. Lewis, CFA, Portfolio Manager

Timothy S. Musial, CFA, Portfolio Manager

Matthew K. Scherer, CFA, Portfolio Manager

Donald B. Gimbel, Senior Vice President

Kate L. Bergin, Equity Analyst

Ken L. Blickenstaff, CFA, Fixed Income Analyst

Matthew R. George, CFA, Fixed Income Analyst

Philip D. Lorenz, CFA, Equity Analyst

Mark J. McKevitt, CFA, Equity Analyst

Thomas S. Postek, CFA, Vice President

Kyle M. Nitiss, Quantitative Analyst

Kate M. Christman, Head of Trading

Jeffrey J. Pfeffer, Senior Trader

Thomas M. LaJeone, Trader

Carter S. Sims, Trader

Firm Leaders

Amit Dhawan, CFA, Managing Director

Michael S. Brady, Executive Director, Head of Finance

Kurt M. Newsom, CFP®, Executive Director, Compliance

Amy J. Boyle, Director, Human Resources

Operations and Technology

Chad A. Starkovich, Executive Director, Technology

Eli J. Hernandez, Director, Technology Systems

Kristen K. Nations, Director, Operations

Janet C. Chutro, Analyst

Sherry L. McCune, Receptionist

Jennifer L. Schmidt, Accountant