Your Wealth Management Team
Bruce A. Sturgeon
Vice President, Investments
1145 Wilmette Avenue
Wilmette, Illinois 60091
847.853.2186 direct
866.713.7227 toll-free
866.816.9949 fax
bsturgeon@wintrustwealth.com
Prior to joining Wintrust Wealth Management Bruce worked at Bank of America, previously known as LaSalle Wealth Management Services in Highland Park, Illinois. Prior to joining LaSalle in 2000, Bruce was an advisor for First Union Securities, formerly known as EVEREN Securities of Deerfield, Illinois.
Bruce consults with individual high net-worth investors, corporations, and non-profit organizations. He has expertise in all facets of financial planning and specializes in 401(k) plan management. He works with many companies in and around the Chicago area. While at LaSalle, he was part of a team which was responsible for developing comprehensive financial services plans for corporations and families.
Robert J. Stewart, AAMS®
Vice President
Wayne Hummer Investments
North Shore Community Bank & Trust (Skokie and Sauganash bank locations)
7800 Lincoln Avenue
Skokie, IL 60077
Direct 847-853-3584
Toll Free 877-857-3584
Fax 877-480-2821
rstewart@wintrustwealth.com
Robert J. Stewart is a Vice President of Investments at Wintrust Wealth Management. Rob has over 10 years of experience assisting clients with investment planning. He has worked with both individuals and companies to create, review, and maintain investment portfolios designed to achieve the specified financial goals within the proper risk tolerance.
Prior to joining Wintrust Wealth Management, Rob worked at Midwest Bank and Trust, most recently holding the position of Wealth Management Advisor. During his tenure at Midwest, Rob served as a member of the Wealth Management investment committee and was also a regular contributor to a weekly radio talk show.
Rob graduated from the School of Business Administration at the University of Dayton. He has also obtained the designation of Accredited Asset Management Specialist (AAMS) from the College of Financial Planning.
Rob’s area of expertise is creating, maintaining, and passing on permanent wealth. In addition, he can help with a 529 plan for your children, develop a portfolio to generate monthly income, construct strategies to reduce income tax, as well as develop a retirement plan for you or your company.
T. Tolbert Chisum
Executive Vice President
The Chicago Trust Company
576 Lincoln Avenue
Winnetka, IL 60093
Tel 847.853.2188 Fax 888.392.9717
Cell 847.533.1255
tchisum@wintrustwealth.com
Tolbert is the Executive Vice President of The Chicago Trust Company and Managing Director of Business Development with Wintrust Financial Corporation. Tolbert was an original investor, founder and member of the Board of Directors of North Shore Community Bank & Trust Company in 1994. He joined North Shore Community Bank & Trust in 1995 as President of the Winnetka Bank. Previously, Tolbert spent nearly 30 years with Aetna in various marketing and senior management positions. His positions included Vice President Field Management of the Great Lakes region and Regional Vice President in Chicago.
Tolbert graduated from Sam Houston State University in Huntsville, Texas with a degree in Business Administration. In 2009, he was inducted into the College of Business Administration Hall of Honor.
Tolbert is an active community volunteer and serves on numerous boards. He is past Chairman of Heartland Alliance, Chairman Emeritus of the Board of Governors at the Metropolitan Club and past Chairman of the Chicago Sunday Evening Club. In addition, he is the immediate past President of the Village of Kenilworth. Currently Tolbert serves as the Chief Executive Officer of the Abraham Lincoln Presidential Library Foundation Board headquartered in Springfield, Illinois.
Tolbert and his wife, Carrie, reside in Kenilworth.
Andy Knott
First Vice President
Wintrust Wealth Management
Portfolio Manager
Great Lakes Advisors, LLC
576 Lincoln Avenue
Winnetka, IL 60093
Tel 847.920.3072
aknott@wintrustwealth.com
Andy Knott is a former Pulitzer Prize nominee and Cook County prosecutor who currently serves as a Portfolio Manager for Wintrust Wealth Management. He focuses on giving independent investment and planning advice to North Shore residents who are concerned about preservation of wealth.
Working with a select group of clients, Andy is known as a teacher. He takes great pride in helping people identify their strengths and weaknesses and motivating them to protect their assets. He has completed the Investment Consultant Program at the renowned Wharton School of Business at the University of Pennsylvania. As a CERTIFIED FINANCIAL PLANNERTM, Andy works with clients in areas such as portfolio management, investment and retirement planning, concentrated equity positions, stock options, and estate-related issues.
As an award-winning investigative reporter for the Chicago Tribune, his work was nominated for the Pulitzer Prize twice (1981 & 1983). Admitted to the Illinois Bar in 1986, he was a prosecutor in Cook County (Chicago) before becoming an M&A expert in Australia and New Zealand where his experiences were the subject of a Harvard Business School case study.
Andy holds a BS from the University of Tennessee, a J.D. from John Marshall Law School, and an MBA from Duke University. He serves on the Board of Visitors at the School of Communications at UT-Knoxville and is a member of the vestry of the Church of the Holy Comforter in Kenilworth, Illinois.
Pragna Rohman
First Vice President, Investments
Wintrust Wealth Management
576 North Lincoln Avenue
Winnetka, Illinois 60093
847.920.3073
prohman@wintrustwealth.com
Pragna Rohman works with professionals, executives, and families who have tapped into the American dream, built successful practices, and now need to evaluate their situation to plan strategies to protect their wealth. As First Vice President and Portfolio Manager with Wintrust Wealth Management, she and her financial advisory team uncover problems and create strategies to preserve and perpetuate their client’s wealth in a complex tax and financial environment.
Before joining Wintrust Wealth Management, Pragna served clients as Associate Vice President and Wealth Advisor with Morgan Stanley. Pragna began her career as a Certified Financial Manager with Merrill Lynch.
Pragna received her Certified Financial Manager certification at Merrill Lynch through the Wharton School of Business. She also received the Certified Wealth Strategist (CWS) designation through the Cannon Financial Institute. She resides in St. Charles, Illinois with her husband and young son.
Securities provided by Wayne Hummer Investments, LLC (Member SIPC). Accounts carried by First Clearing Corp. (member NYSE/SIPC). Trust and Asset Management services provided by The Chicago Trust Company and Wintrust Capital Management Company, respectively.
Not insured by the FDIC
Not a bank deposit, bank obligation or guaranteed by the bank
Subject to investment risk, including potential principal loss
