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David B
Series 65
Aurora, IL
River Street Advisors, LLC
David Bach is a financial advisor with River Street Advisors, LLC and holds a Series 65 credential. He has eight years of industry experience and has worked at River Street Advisors and Old Second National Bank since 2016. In addition to his advisory role, he serves as the Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning services to individuals, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, employing a combination of quantitative and fundamental analysis, derivative strategies, and third-party tools to construct and monitor portfolios.
Steven M
CFA®, Series 66
Aurora, IL
River Street Advisors, LLC
Steven Meves is a CFA® charterholder and holds a Series 66 designation with 13 years of experience in the financial industry. He has worked with Old Second National Bank and River Street Advisors, LLC for the past ten years. Both firms are located in Aurora, IL. River Street Advisors, LLC offers discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets through a team of ten advisors and employs quantitative techniques alongside fundamental and technical analysis to construct and monitor portfolios.
Amy L
Series 65
Aurora, IL
River Street Advisors, LLC
Amy Lynch is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. She has eight years of industry experience and has worked concurrently at Old Second Bank since 2015, where she serves as an investment assistant for the Wealth Department. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a combination of quantitative and fundamental analysis, written investment policies, and diversified portfolios, including the use of derivatives and option strategies for suitable accounts.
Jacqueline R
CFP®, Series 63, Series 66
Aurora, IL
River Street Advisors, LLC
Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.
Richard G
CFP®, Series 63, Series 65
Aurora, IL
River Street Advisors, LLC
Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.
Travis B
Series 65
Aurora, IL
River Street Advisors, LLC
Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.
Christopher L
Series 65
Aurora, IL
River Street Advisors, LLC
Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.
Michael C
CFP®, CFA®, Series 63
Aurora, IL
River Street Advisors, LLC
Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.
Yamilet S
Series 65, Series 66
Aurora, IL
River Street Advisors, LLC
Yamilet Suarez is an advisor at River Street Advisors, LLC with 11 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at River Street Advisors since 2019. Prior to this, she was with LPL Financial from 2015 to 2019 and has served as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank since 2013. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets across about 477 client relationships using a combination of quantitative analysis, fundamental and technical research, and derivative strategies where appropriate.
Bradley J
CFP®, CFA®, Series 65
Aurora, IL
River Street Advisors, LLC
Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.
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