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CHICAGO CAPITAL

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

Ernst & Young Entrepreneur

Midwest Finalist

Crain's Notable

Crain's Notable

Adviser & Entrepreneur

Top Investment Adviser

Top Investment Adviser

Top 250 Adviser in US

Top Wealth Manager

Top Wealth Manager

Top 60 manager in US

Largest Money Managers

Largest Money Managers

Top 500 Manager

Barron's Top Advisor

Barron's Top Advisor

Top 15 advisor in Illinois

Forbes Top Advisor

Forbes Top Advisor

Top 15 wealth advisor in Illinois

Barron's Top 100

Barron's Top 100

Top 30 advisor in US

Chicago Five Star

Chicago Five Star

Chicago Magazine Five Star

ESTABLISHED               EXPERIENCED               DEPENDABLE               RESPONSIVE

CHICAGO CAPITAL DIFFERENCE

PERSONAL

PERSONAL

At Chi-Cap, financial solutions are tailored to meet your specific goals. Our process revolves around you and your circumstances.

SERVICE

SERVICE

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.

INVESTED

INVESTED

At Chi-Cap, we focus our deep expertise on providing unbiased advice. We avoid complex financial products and eat our own cooking.

LONG-TERM

LONG-TERM

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
Paolo Barbone

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.

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Malinda Distefano
Malinda Distefano

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).

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Richard Fradin
Richard Fradin

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.

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Jake Hamlin
Jake Hamlin

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.

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Jessica Kribs
Jessica Kribs

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.

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David Mabie
David Mabie

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.

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Eric Maddix
Eric Maddix

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.

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Whitney Nessner
Whitney Nessner

Whitney Nessner has been in the investment business since 2006. Whitney co-founded Chi-Cap in 2018 after holding administrative roles with William Blair.

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Stacey Sargent
Stacey Sargent

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.

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Christy Verity
Christy Verity

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.

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- ADVISORY BOARD - 

Rocky Barber
Rocky Barber

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.

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Bill Driscoll
Bill Driscoll

Bill Driscoll is Managing Director of Lincoln Park Partners, LLP and President of Clearwater Management Company. Bill is a Marine Corp veteran.

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John Shea
John Shea

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.

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David Weyerhaeuser
David Weyerhaeuser

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.

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 CHI-CAP 

COMMUNITY INVESTMENT 

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Hubbard Street Logo
DARE
All Chicago
Chi Philharmonic
Urban Gateways
Music Institute
Merit
Lyric W
Lewis & Clark
WBEZ Chi
Lyric
Cara 3
BGA
Thresholds
Old Town School
WFMT
League of American Orchestras
Arts Alliance
Symphony W
Back of the Yards
Resurrection 3
Springboard
Symphony
Water Street
ChiArts
WTTW

Chi-Cap is proud to support and invest with partners in our community

INVESTED IN OUR CLIENTS

At Chi-Cap, we're invested in our clients and the communities in which they live.