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VerifiedFinancial Services· Founded 1962

Romano Wealth Management

For over 60 years, Romano Wealth Management has provided sound investment management services to our valued clients, supervising over $1 Billion in assets. We’ve been managing your investments—like our investments—since 1962. Nothing hones one’s investment acumen like having your own money on the line, so that’s why we’re co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum–and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we’d use—and do use—in our own portfolios. Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).

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HeadquartersEvanston, United StatesEmployees19(11 to 50)Annual revenue$1M to <$10MFounded year1962Websiteromanowealth.comLinkedIn profileLinkedIn

Verified contacts

14

available on Kipplo

LinkedIn employees

19

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

2

tools in use

Monthly traffic

108

organic / mo

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Top roles at Romano Wealth Management

9 distinct titles indexed · top 9 shown.

  • 4portfolio manager
  • 2associate
  • 1associate portfolio manager
  • 1chairman
  • 1chief operating & compliance officer
  • 1operations associate
  • 1operations manager
  • 1president
  • 1sales assistant

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