Private Vista Llc
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed or divorced 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 1,200 households located in the Chicagoland area and across the U.S. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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Verified contacts
37
available on Kipplo
LinkedIn employees
38
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
3
tools in use
Monthly traffic
151
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- DB
Douglas Brown
Financial Planner Partner · Finance & Accounting
EmailPhone - JF
Joe Feldmann
Director of Investments · Finance & Accounting
EmailPhone - BB
Ben Brecht
Wealth Associate · Finance & Accounting
EmailPhone - CD
Colleen Dwyer
Senior Advisor · General Business & Management
EmailPhone - DO
Delaney Orozco
Advisor · Finance & Accounting
EmailPhone - GB
Greg Bogdan
Senior Advisor · General Business & Management
EmailPhone - MM
Michael Merdinger
Senior Advisor · General Business & Management
EmailPhone - ND
Nicole Daviduke
Client Services Associate · Customer/Client Service
EmailPhone - BW
Bob Westrick
Partner · General Business & Management
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Private Vista Llc
22 distinct titles indexed · top 10 shown.
- 5partner
- 4senior advisor
- 3advisor
- 3wealth associate
- 2associate advisor
- 2client services associate
- 1cfp,cpc, cpa senior advisor
- 1client service associate
- 1customer service associate
- 1director of investments
- +12more titles
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