Private Wealth Management in Chicago, IL

About our office

The Chicago team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees and attorneys and accountants; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

David Bonifield

Private Wealth Advisor 312-325-2050

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Contact David

Chris Chepy

Private Wealth Advisor 312-325-2053

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Contact Chris

Ryan Johnson

Private Wealth Advisor Managing Director 312-325-8942

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Contact Ryan

Leslie McMillan

Private Wealth Advisor 312-325-8915

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Contact Leslie

Debora Oberling

Private Wealth Advisor 312-325-8964

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Contact Debora

Jon Prell

Private Wealth Advisor 312-325-8932

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Contact Jon

Christopher Simcox

Private Wealth Advisor 312-325-2093

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Contact Christopher

Elizabeth Hart

Private Wealth Advisor 312-332-6466

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Contact Elizabeth

Our leadership

“Learning as much as possible is far more valuable than knowing everything.”

Harman Johal, Market Leader, Chicago

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $11 million in U.S. Bank Foundation and corporate giving and 16,000 in volunteer hours. Our team is actively involved in providing support through the Museum of Science and Industry, DuPage Foundation, Chicago Community Trust, Morton Arboretum and others.

Insights from our experts

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.

How to maintain your lifestyle in retirement

Determining how to maintain your lifestyle in retirement can be one of the most difficult financial questions to answer. These tips from U.S. Bank can help you work toward the retirement life you want.

Business valuation: Key factors and how to assess a business’s value

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.