Chicago, IL 10 S Wacker Dr. Office

Gregory Herr is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior work includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Phaeacian Partners, and UMB Distribution Services. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a range of portfolio management strategies including strategic asset allocation, equity, income, and alternatives.

Andrea Conway is a CFP® professional affiliated with Focus Partners Wealth, LLC in Chicago, IL. She joined Focus Partners in 2026 and has prior experience with Kovitz Investment Group Partners, LLC and RBC Wealth Management. Her background also includes five years at St. Olaf College and four years at Dundee Crown High School. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s approach combines active and passive strategies within an enhanced open architecture framework, offering a range of discretionary and non-discretionary services along with various specialized investment programs.

John Roessler is a CFP® with 22 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes roles at Focus Partners Wealth, Kovitz Securities, Kovitz Investment Group Partners, and Firstwave Financial Inc. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, utilizing proprietary models and risk management techniques across a broad range of portfolio strategies.

Kate Jonynas is a CFP® with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Kovitz Securities, and Foreside Financial Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Mary Teresa Roberto is a financial advisor with Focus Partners Wealth, LLC in Chicago, IL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, Telemus Capital, Sanctuary Advisors, Bank of America, and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of discretionary and non-discretionary portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside firm-affiliated funds and legacy programs.

Nicholas Bianchi is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of experience in the advisory industry. Prior to joining Focus Partners Wealth, he worked at Dell Technologies for three years and has experience in education at the University of Texas and Savio Catholic High School. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a comprehensive range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to multiple asset types and affiliated service companies.

Lexi Kovitz is a financial advisor at Focus Partners Wealth, LLC in Chicago, IL, holding a Series 65 designation. She has three years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC and JMG Financial Group. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating fundamental and quantitative analysis along with various alternative strategies.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mark Rosland is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Kovitz Securities, LLC, Kovitz Investment Group Partners, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across multiple asset types.

Mitchell Kovitz is a financial advisor at NorthCoast Asset Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Kovitz Securities, LLC and Kovitz Investment Group Partners, LLC. Outside of his advisory role, he serves as Chairman and head of the Investment Committee for Chicago Capital Partners Management, LLC, and is President of the Paul Armin Family Foundation, a private foundation that funds charitable organizations. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a variety of strategies including equity, income, alternatives, and private equity.

Deborah Hopkins is a CFP® with 24 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and maintains several distinct investment programs and affiliated financial service offerings.

Kendall Navin is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He also holds a Series 66 license. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering diversified portfolios and a broad network of affiliated service companies and product relationships.

Marc Brenner is a financial advisor at NorthCoast Asset Management LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Kovitz Investment Group Partners, LLC and Foreside Financial Services, LLC. Outside of his advisory work, he serves as Vice Chairman and principal at Kovitz Investment Group Partners, where he manages real estate investment activities and fund administration. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a variety of portfolio management strategies including private credit, private equity, and private real estate interval funds.

Kyle Deal is a CFP® professional with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at Kovitz Investment Group Partners, Telemus Capital, and Huber Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and multiple asset strategies across both discretionary and nondiscretionary accounts.

Anastasios Manolis is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and based in Chicago, IL. He has worked in the financial industry since 2019, including roles at Northern Trust Corporation and Kovitz Investment Group Partners, LLC. He also has experience in academic and restaurant environments early in his career. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, and offers services such as investment management, financial counseling, family office solutions, and retirement plan fiduciary services.