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The private bankers at Wintrust Private Client bring to bear the entirety of Wintrust’s financial and technical expertise to meet each client’s needs on a personalized basis and with complete discretion.
When you work with Wintrust Private Client, whether you are planning for yourself, your family, or with your business in mind, you get an experienced, dedicated team focused on delivering financial solutions tailored to your unique needs.
The private bankers at Wintrust Private Client bring to bear the entirety of Wintrust’s financial and technical expertise to meet each client’s needs on a personalized basis and with complete discretion.
When you work with Wintrust Private Client, whether you are planning for yourself, your family, or with your business in mind, you get an experienced, dedicated team focused on delivering financial solutions tailored to your unique needs.
OUR SERVICES
OUR SERVICES
We provide traditional and innovative solutions for even the most complicated issues concerning significant wealth — always with discretion. Our clients receive the highest degree of personalized attention to ensure that each decision will be the right one.
We offer a comprehensive suite of financial solutions, all tailored to each client’s needs. Unlike others, we do not have hard minimums and do not push proprietary products.
OUR PROCESS
OUR PROCESS
At Wintrust Private Client, we believe that in today’s ever more complex financial world, one person working alone cannot effectively manage your wealth — it takes a team of professionals with wide-ranging experience working together to achieve your goals.
You have a single point of contact when you work with Wintrust Private Client. For business owners, we work seamlessly with our commercial banking partners to ensure you have a cohesive team to manage your business and personal financial matters in an orchestrated manner.
OUR TEAM
OUR TEAM
Our team of fiduciary advisors, strategists, private bankers, planners, trust officers, and financial specialists bring to bear exceptional capabilities and experience to guide our clients through their business and personal financial journey. Through this team approach, we provide consultation and guidance on investments, tax relief, liquidity, and credit management, as well as trust and estate planning so that our clients can focus time and energy on what is important — the passions and pursuits in one’s life. Today, our clients have entrusted us with $4.6 billion in investments, deposits, and loan commitments.
WINTRUST PRIVATE CLIENT LEADERSHIP
WINTRUST PRIVATE CLIENT LEADERSHIP
Kendra L. Castelloni
Co-Chief Executive Officer
Tim Hannahs
Co-Chief Executive Officer
THE WINTRUST DIFFERENCE
THE WINTRUST DIFFERENCE
We have all the capabilities, services, and expertise of a national institution, coupled with the service focus and flexibility of a local boutique.
EXPERTISE
Institutional-quality investment management, world-class financial and estate planning, and creative solutions from an experienced and highly credentialed team.
SERVICE
We offer high-touch, personal service and attention with a view to the long run in every one of our client relationships.
FLEXIBILITY
We do not put our clients in one-size-fits-all, cookie-cutter solutions or push proprietary products. We design financial solutions carefully tailored to our client’s financial picture without minimums, proprietary investments, or bureaucratic delays.
ACCELERATE YOUR GROWTH WITH OUR EXPERT PRIVATE BANKING SOLUTIONS
ACCELERATE YOUR GROWTH WITH OUR EXPERT PRIVATE BANKING SOLUTIONS
Grow with confidence — get personalized attention from an award-winning team.
BUSINESS ONLINE BANKING
Keep your business in line online
BUSINESS ONLINE BANKING
Keep your business in line online
We know that you’re busy growing a business. That’s why we’ve created tools for you to stay easily connected to your business account, too.
ASSET BASED LENDING
Securing your business success
ASSET BASED LENDING
Securing your business success
You’ve built your business up and now you’re looking for opportunities to grow. Why not use what you already have to help you get there?
COMMERCIAL LENDING
Loans to achieve your business vision
COMMERCIAL LENDING
Loans to achieve your business vision
Whether your business is looking for short-term funding for operational costs or for fixed asset purchases, we have the expertise to guide you.
Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Asset management and financial planning services provided by Great Lakes Advisors, LLC. Trust and asset management services offered by Wintrust Private Trust Company, N.A.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY