Advisors at this firm
John S
CFP®, Series 63, Series 65
Marco Island, FL
Performance Wealth
John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.
Michael O
Series 65
Hinsdale, IL
Performance Wealth
Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.
Thomas S
CFP®, Series 63, Series 65
Naples, FL
Performance Wealth
Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.
Wojciech W
Series 66
Hinsdale, IL
Performance Wealth
Wojciech Wojcik is a financial advisor at Performance Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of finance, Wojciech serves as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals and institutions. The firm employs a predominantly long-term investment approach using customized portfolios of low-cost mutual funds, ETFs, and other securities, with regular client reviews and rebalancing.
Anes K
CFP®, Series 66
Hinsdale, IL
Performance Wealth
Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.
Charles L
CFP®, Series 65
Hinsdale, IL
Performance Wealth
Charles Lesser is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at Performance Wealth Partners, LLC since 2019 and previously held roles at Balasa Dinverno Foltz LLC and EFG Advisors. Lesser’s background also includes positions at Illinois State University and Otis Elevator Company. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, constructing customized portfolios primarily from low-cost mutual funds and ETFs with a predominantly long-term investment focus.
Ryan G
Series 66
Hinsdale, IL
Performance Wealth
Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.
Ivana V
CFP®, Series 65
Hinsdale, IL
Performance Wealth
Ivana Vukanic is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Performance Wealth Partners, LLC since 2021 and previously held roles at Northern Trust Corporation and the University of Illinois. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, utilizing customized portfolios primarily composed of low-cost mutual funds and ETFs with a predominantly long-term investment focus.
Joseph B
Series 63, Series 65
Naples, FL
Performance Wealth
Joseph Burrello is a financial advisor at Performance Wealth with Series 63 and Series 65 credentials. He has over 15 years of industry experience, having previously worked at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using low-cost mutual funds and ETFs with a long-term investment focus, supported by fundamental and technical analysis and regular account reviews.
Grace S
Series 65
Hinsdale, IL
Performance Wealth
Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at William Blair & Co., L.L.C. and The University of Chicago - Booth School of Business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers customized portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a predominantly long-term investment focus.
Sara S
Series 65
Hinsdale, IL
Performance Wealth
Sara Salvino is a financial advisor at Performance Wealth with a Series 65 designation and one year of industry experience. Her prior experience includes roles at UBS Financial Services and Performance Wealth Partners, as well as academic positions at Vanderbilt University and The University of Chicago. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs with a long-term investment focus and provides discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services.