As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2006. I help clients succeed by doing a deep dive into their goals and what they are looking to accomplish and coming up with a comprehensive plan to help them achieve their goals.

I live in Chicago, and serve clients in Chicago and Milwaukee. I am fluent in Russian. I enjoy traveling, rock climbing, snowboarding, scuba diving, and martial arts. I was born in Odessa, Ukraine and immigrated to the U.S. with my family when I was a kid after the fall of the Soviet Union. I currently reside with my wife and my two sons in downtown Chicago. I am involved with the RJD (Russian Jewish Division) and YLD (Young Leadership Division) of the Jewish United Fund. I have also volunteered for Rise Against Hunger and Junior Achievement.

My areas of focus: Business owners, Executives, Retirees


  • University of Wisconsin-Madison: Bachelor of Business Administration, finance and investment banking; economics
  • University of Chicago, Booth School of Business: Master of Business Administration, finance; economics; international business; entrepreneurship


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Home-based, IL 99999

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.