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Private Vista LLC jobs and careers

Oak Brook, IL, United States

About Private Vista LLC

Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. With offices in Chicago, IL and Oak Brook, IL, we work with over 750 households located in the Chicagoland area and across the U.S. Securities offered through Hightower Securities, LLC., Hightower Advisors, LLC is a SEC registered investment adviser

Employees
11 to 50
Headquarters
Oak Brook

Leadership

The top of Private Vista LLC's org chart, with how many people report into each leader.

JW

James Michael Weil

Managing Partner

12 reports

MC

Maria Cutrone

Operations Manager

2 reports

DBPhoto of Douglas Brown

Douglas Brown

Financial Planner / Partner

1 report

CC

Cfp® Steve Merdinger Chfc®

Partner

CCPhoto of Cfp® Stephanie C. Nanney Cpfa

Cfp® Stephanie C. Nanney Cpfa

Partner

BWPhoto of Bob Westrick

Bob Westrick

Partner

MIPhoto of Michael Im

Michael Im

Strategy Manager

CRPhoto of Cdfa Nicole Romito

Cdfa Nicole Romito

Partner

JC

Jeffrey Toner Chfc®

Partner