Contact
Directory

Investment Management


Mitchell A. Kovitz, CFA, CPA Founder & Principal, Portfolio Manager

T 312.334.7301 |

Jonathan A. Shapiro, MBA, CFA Founder & Principal, Portfolio Manager

T 312.334.7324 |

Joel D. Hirsh, CFA Principal, Portfolio Manager

T 312.334.7307 |

Robert S. Burnstine, JD Portfolio Manager

T 312.334.7362 |

Mark C. Rosland Principal, Investment Committee Member

T 312.334.7322 |

Jason M. Petitte, CFA Senior Analyst

T 312.334.7342 |

James A. Nudera Trading and Operations Analyst

T 312.334.7344 |

Mark C. Ott, Jr. Fixed Income Investment & Operations Analyst

T 312.334.7358 |

William W. Lee Director - Institutional Sales

T 312.334.7335 |

Richard P. Salerno Co-Director - Fixed Income

T 312.334.7304 |

Jesse L. Stumpf, CFA Co-Director - Fixed Income

T 312.334.7320 |

Wealth Management


Bruce A. Weininger, CPA, CFP® Principal, Senior Financial Advisor

T 312.334.7334 |

Harold (Skip) Gianopulos, Jr., JD, CFP® Principal, Senior Financial Advisor

T 312.334.7303 |

Andrea R. Cohen, CFP® Principal, Senior Financial Advisor

T 312.334.7312 |

Edward W. Edens, MBA, CFP® Principal, Senior Financial Advisor

T 312.334.7333 |

Mary E. Anderson, MA, MBA Senior Financial Advisor

T 312.334.7355 |

Jenny P. Boyke, MAS, CPA, CFP® Senior Financial Advisor

T 312.334.7316 |

David A. Castro, CFP® Senior Financial Advisor

T 312.334.7361 |

John J. Conway, CRPC® Senior Financial Advisor

T 312.334.7343 |

Amanda L. Falkum, CFP® Senior Financial Advisor

T 312.334.7351 |

Deborah A. Hopkins, MBA, CFP® Senior Financial Advisor

T 312.334.7325 |

Kate E. Jonynas, CFP® Senior Financial Advisor

T 312.334.7309 |

Melissa Mabley Martin, MBA, CFP® Senior Financial Advisor

T 312.334.7328 |

Bradford P. Madison, MBA, CFP®, CTFA Senior Financial Advisor

T 312.334.7347 |

Jack Nicholson, MBA, CFP® Senior Financial Advisor

T 312.334.7323 |

Michael J. Fenger Director - Taft Hartley Client Services

T 312.334.7346 |

Peter M. Rudman Director - Business Development

T 312.334.7327 |

Christopher J. Nicholson, CFP® Financial Advisor

T 312.334.7319 |

Eric S. Vernsten, JD, MBA Financial Advisor

T 312.334.7348 |

Cara J. Haselrig Associate Financial Advisor

T 312.334.7331 |

Tammy L. Alfaro Client Service Associate

T 312.334.7363 |

Lori Cullina Client Service Associate

T 312.334.7332 |

Paul M. Gorynski Client Service Associate

T 312. 334.7345 |

Teresa J. Harvey Client Service Associate

T 312.334.7342 |

Deborah L. Stevenson Client Service Associate

T 312.334.7341 |

Michaelene J. Watson Client Service Associate

T 312.334.7326 |

Maria C. Brumbach Administrative Assistant

T 312.334.7321 |

Dorothy J. Miyazaki New Account Administrator

T 312.334.7314 |

Finance & Operations


Marc S. Brenner, JD, CPA Founder & Principal, President

T 312.334.7302 |

Leonard S. Gryn, CPA Principal

T 312.334.7360 |

Theodore J. Rupp, MBA Principal

T 312.334.7317 |

Robert A. Contreras, JD Principal, General Counsel

T 312.334.7338 |

Steven E. Hengst Chief Compliance Officer

T 312.334.7337 |

Jeremy Wilson Compliance Officer

T 312.334.7340 |

Patrick B. Wiese Principal, Chief Information Officer

T 312.334.7305 |

Catherine J. Smith Vice President – Operations

T 312.334.7367 |

Brad L. Teitel Senior Operations Associate

T 312.334.7330 |

Merilou Bury Operations Associate

T 312.334.7349 |

Carin L. Nesbitt Portfolio Administrator

T 312.334.7318 |

Carolyn E. Raden, CPA Controller

T 312.334.7336 |

Daniel N. Funkhouser, CPA Senior Accountant

T 312.334.7364 |

Jessica R. Cunnick, PHR Human Resources Manager

T 312.334.7354 |

Alyx M. Cox, CFP® Marketing Associate

T 312.334.7329 |

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