At Chi-Cap, we put our clients first.
We provide unbiased financial advice focused on the goals and objectives of our clients.
We measure success in one simple way: Helping clients win.
CHICAGO CAPITAL SUCCESS
Ernst & Young Entrepreneur
Adviser & Entrepreneur
Top Investment Adviser
Top 250 Adviser in US
Top Wealth Manager
Top 60 manager in US
Largest Money Managers
Top 500 Manager
Barron's Top Advisor
Top 15 advisor in Illinois
Forbes Top Advisor
Top 15 wealth advisor in Illinois
Barron's Top 100
Top 30 advisor in US
Chicago Five Star
Chicago Magazine Five Star
ESTABLISHED EXPERIENCED DEPENDABLE RESPONSIVE
CHICAGO CAPITAL DIFFERENCE
At Chi-Cap, financial solutions are tailored to meet your specific goals. Our process revolves around you and your circumstances.
At Chi-Cap, service is at the core of what we do. We put clients first. If we can help, let us know. We're here for you.
At Chi-Cap, we focus our deep expertise on providing unbiased advice. We avoid complex financial products and eat our own cooking.
At Chi-Cap, we take a long-term approach. Clients often span multiple generations and success is measured in years.
CUSTOM FINANCIAL SOLUTIONS FOCUSED ON CLIENTS
CHICAGO CAPITAL TEAM
EXPERIENCED - TRUSTWORTHY
INVESTED IN OUR CLIENTS
Paolo Barbone has been in the investment business since 2013. Paolo joined Chi-Cap in 2020 after holding research and analytical roles with The TCW Group and Franklin Templeton Investments.
Malinda Distefano has been in the investment business since 2001. Malinda co-founded Chi-Cap in 2018 after holding administrative roles with William Blair, Citigroup, and American Express. Malinda is a Certified Financial Planner (CFP).
Rick Fradin has been in the investment business since 1994. Rick joined Chi-Cap in 2020 after co-founding Rail-Splitter Capital Management. Rick has appeared in the Wall Street Journal and New York Times, among other publications.
Jake Hamlin has been in the investment business since 2009. Jake joined Chi-Cap in 2021 after holding financial advisory roles with Merrill Lynch, Goldman Sachs, and The Private Bank. Jake is President of the Leadership Council of the Western Golf Association Evans Scholars Foundation.
Jessica Kribs has been in the investment business since 2000. Jessica joined Chi-Cap in 2019 after holding operational and administrative roles with William Blair, Allstate Investments, and ABN AMRO.
Dave Mabie has been in the investment business since 1991. Dave co-founded Chi-Cap in 2018 after holding portfolio management and research roles with William Blair and Stein Roe. Dave has appeared in Barron's, Forbes, and Crain's.
Eric Maddix has been in the investment business since 1987. Eric co-founded Chi-Cap in 2018 after holding portfolio management and research roles with William Blair and Stein Roe. Eric has been featured by the Wall Street Journal.
Whitney Nessner has been in the investment business since 2006. Whitney co-founded Chi-Cap in 2018 after holding administrative roles with William Blair.
Stacey Sargent has been in the investment business since 1995. Stacey co-founded Chi-Cap in 2018 after holding management and administrative roles with William Blair, Olde, and Howe Barnes.
Christy Verity has been in the investment business since 1992. Christy joined Chi-Cap in 2018 after holding project management roles with William Blair, Adeptyx, Charles River, and JP Morgan.
- ADVISORY BOARD -
Rocky Barber is Senior Vice President of RNC Genter Capital Management. Before RNC Genter, Rocky held senior leadership roles at William Blair, where was a member of the Executive Management Committee.
Bill Driscoll is Managing Director of Lincoln Park Partners, LLP and President of Clearwater Management Company. Bill is a Marine Corp veteran.
John Shea co-founded Chi-Cap in 2018 after holding portfolio management roles with William Blair and John A. Shea Investment Advisor. John earned his PhD at Indiana University Bloomington.
David Weyerhaeuser is co-founder of TLF Partners, LLC. David spent more than thirty years in senior leadership roles in the forest products industry. David is a board member of RD Merrill.
INVESTED IN OUR CLIENTS
At Chi-Cap, we're invested in our clients and the communities in which they live.