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Felicia O

Series 63, Series 66

Winnetka, IL

Eastgate Capital Advisors LLC

Felicia Omalley is a financial advisor at Eastgate Capital Advisors LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to joining Eastgate in 2016. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, providing both discretionary and non-discretionary advisory services tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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John K

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

John Karras is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Eastgate, he held legal positions at several law firms including Gould & Ratner and DLA Piper LLP. He is also associated with Thana Holdings LLC. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships and offers comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and investment-related tax planning.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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John O

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

John Omalley is a financial advisor with Eastgate Capital Advisors LLC in Winnetka, IL, holding a Series 65 designation and bringing 10 years of industry experience. He also serves as an attorney at Steven Spector LLC, where he provides legal counsel on tax, accounting, and estate planning matters. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services, including investment management, financial planning, and trust and estate coordination. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, with both discretionary and non-discretionary options tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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William A

CFA®, Series 63, Series 66

Winnetka, IL

Eastgate Capital Advisors LLC

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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William B

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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