Experience

Michael is a founding partner and relationship manager for Legacy Partners.  He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Michael received his B.S. in Finance from North Carolina State University.  

Michael resides in Chicago with his daughters, Madelin and Emelia.

Paul is a relationship manager for Legacy Partners.  He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University.   He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®). 

Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.

Randy is a founding partner and relationship manager for Legacy Partners.  For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.

Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.

Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.   He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).  

Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.

Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them.  His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow. 

Ben received a B.S. In Finance from Illinois Wesleyan University.  He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®). 

Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.

Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.

Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

Bill and his wife, Ingrida, reside in Aurora.

Nick's primary goal is to understand and meet the precise financial needs of each client. He draws upon his 40 years as a Certified Public Accountant and Financial Advisor to implement objective wealth management solutions. The ultimate goal is to provide a best practices approach in meeting each family's specific asset accumulation and retirement planning needs.

Nick received both his B.S. in Accounting and his MBA from DePaul University.  He is a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (CRPS®).

Nick and his wife Sandra reside in Wilmette. They have three grown children. Chris, Steve & Tricia. 

Serving as a relationship manager for the team, Jake executes and implements the strategic recom­mendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their children Conrad and Colette.

Serving as a relationship manager for Legacy, Chris executes and implements personalized multi-generational financial plans, along with portfolio construction to optimize risk and reward.

Chris received a B.S from Lake Forest College.  He is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®) , and a CERTIFIED FINANCIAL PLANNER (CFP®).

Chris resides in Chicago.

Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service. 

Christy received a BS in Business Administration from Franciscan University.

Christy and her husband, Wayne, reside in Palatine with their children, Bo, Brock, & Titus.

With more than 15 years of experience at UBS, Kim has obtained her Series 7 and Series 63 securities licenses, along with completing the Wealth Management Education program. Prior to joining UBS Kim worked with Nick Paterakos at Mesirow Financial for 18 years. She helps the team by providing assistance in implementing asset allocation strategies once agreed to by the team and the client. Kim is also a first contact for clients needing administrative assistance.

Kim and her husband, Ira, reside Oak Forest

Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments. Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

Senka and her husband, Richard, reside in Frankfort with her daughte0 Morgan 

Holli brings over 20 years of industry experience.  She began her career at Edward Jones and Merrill Lynch.  She will be responsible for supporting the team in all phases of client relationship management.  Holli will effectively simplifies clients' financial lives through timely communication, extraordinary service and a conscientious attention to detail.

Holli graduated from Eastern Illinois University.

Holli and her husband Kyle reside in Oakwood Hills with their sons Nathan & Jacob.  

Jeanne brings over 20 years of financial services experience. She began her career as a trader for Gabelli & Co., and most recently worked at Citadel Group Limited.  She will be responsible for supporting the team in all phases of client relationship management.  Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.    

Jeanne graduated from the University of Michigan with a BA in English and an MBA from Northwestern University, Kellogg School of Management

 Jeanne and her son Sean reside in Barrington.