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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.

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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.

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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

Braden R. Smith

Vice Chairman

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

ASSET BASED LENDING

Securing your business success

COMMERCIAL LENDING

Loans to achieve your business vision

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