ABOUT ME

 

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

Education

  • 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
MY OFFICE

 

Contact employee for address
Home-based, IL 99999

advisor address map toContact employee for address
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Read article

Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

Read article

Financial planning

Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Investments are here to help with financial planning each step of the way.

Read article

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.