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Email FirstName LastName General Information Invitations and Events Submit form × Data tokens on this pageMenuINVESTMENT ACCOUNT LOG-IN TRUST ACCOUNT LOG-IN PRODUCTS AND SERVICES MORTGAGE WINTRUST You are leaving Wintrust Wealth Management site × Attention: You are now leaving Wintrust Wealth Management website. You are now entering a Wintrust sister page. Acknowledge PRIVATE BANKING × PwC Personalized Wealth Management PwC Personalized Wealth Management At Wintrust Private Client, we provide a broad range of financial solutions for business owners, high-net-worth individuals, and family offices. Founded in 1931, we are one of the oldest and most respected financial service providers in the Midwest. We are proud to have been selected by PricewaterhouseCoopers LLP to offer Wealth Services and part of PwC’s brokerage simplification program. Our nearly 300 financial professionals manage or administer more than $21 billion of assets for more than 27,000 clients. We seamlessly offer our clients comprehensive wealth management solutions: ASSET MANAGEMENT Compliant with PwC’s BSP independence reporting Personal Portfolio Manager Extensive research, strategic and tactical risk analytics built into portfolio management Preferred PwC fee structure Fixed Income: 0.3% per annum Balanced/Equity: 0.7% per annum to $5M (over $5M negotiable) Institutional pricing on mutual funds and trades TRUST Complimentary review of estate documents for asset management clients National trust powers Personal trust administration Land Trust, GRAT, ILIT, and other corporate trustee services under asset management PRIVATE BANKING SERVICES Dedicated private banker A variety of checking product offerings Lines of credit to smooth cash flow Residential mortgages throughout the U.S. Customized credit solutions Contact Us Contact Us PwC Wintrust Wealth Team 844-885-5100 pwcwintrust@wintrust.com 231 S. LaSalle St., 3rd floor, Chicago, IL 60604 Bill Lay Senior Vice President wlay@wintrust.com Direct: 312-291-2938 Peter Lynch, CFP® Client Portfolio Manager plynch@wintrust.com Direct: 312-291-2909 Joseph Sciaccotta Client Service Associate jsciaccotta@wintrust.com Direct: 312-632-6526 Bonnie Flood Client Service Associate bflood@wintrust.com Direct: 312-414-3956 Ronee Greazel Managing Director rgreazel@greatlakesadvisors.com rgreazel@great lakesadvisors.com Direct: 312-632-6529 Jamie Holmes Senior Vice President & Trust Officer jholmes@wintrustwealth.com jholmes@wintrust wealth.com Direct : 708-418-2121 Sean Hipskind Associate Portfolio Manager shipskind@great lakesadvisors.com shipskind@great lakesadvisors.com Direct: 312-373-1490 Ryan W. DeRosier Director rderosier@wintrust.com shipskind@great lakesadvisors.com Direct: 262-563-4130 Check the background of Wintrust Financial Professionals on FINRA’s BrokerCheck: https://brokercheck.finra.org/ or the Investment Advisor Public Disclosure website: https://adviserinfo.sec.gov/ Privacy Policy All approvals are subject to underwriting guidelines. Program rates, terms, and conditions are subject to change at any time. Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042 ©Wintrust 2024 | All Rights Reserved PWC.WINTRUST.COM BANKING PRODUCTS PROVIDED BY WINTRUST FINANCIAL CORP. BANKS. MORTGAGE LENDING IS PROVIDED THROUGH OUR AFFILIATE WINTRUST MORTGAGE. WINTRUST MORTGAGE IS A DIVISION OF BARRINGTON BANK & TRUST COMPANY, N.A., A WINTRUST COMMUNITY BANK, NMLS #449042. SECURITIES, INSURANCE PRODUCTS, FINANCIAL PLANNING, AND INVESTMENT MANAGEMENT SERVICES OFFERED THROUGH WINTRUST INVESTMENTS, LLC (MEMBER FINRA/SIPC), FOUNDED IN 1931. TRUST AND ASSET MANAGEMENT SERVICES OFFERED BY THE CHICAGO TRUST COMPANY, N.A. AND GREAT LAKES ADVISORS, LLC, RESPECTIVELY. INVESTMENT PRODUCTS SUCH AS STOCKS, BONDS, AND MUTUAL FUNDS ARE: NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY THE INFORMATION PRESENTED ON THIS WEBSITE IS FOR PRICE WATERHOUSE COOPERS PARTNERS AND STAFF AND IS NOT INTENDED TO CONVEY OR CONSTITUTE INVESTMENT ADVICE OR INTENDED AS ADVERTISING OR AS AN OFFER OR A SOLICITATION OF AN OFFER TO INVEST. READERS SHOULD NOT RELY ON THE INFORMATION PRESENTED ON THIS WEBSITE FOR ANY PURPOSE. THERE IS NO GUARANTEE THAT INFORMATION PRESENTED ON THIS SITE IS UP-TO-DATE, COMPLETE OR ACCURATE. ALL REPRESENTATIONS AND WARRANTIES, EXPRESS OR IMPLIED, AND ALL LIABILITY OR RESPONSIBILITY IN RESPECT OF ACTIONS TAKEN OR NOT TAKEN BASED ON ANY OR ALL INFORMATION CONTAINED ON THIS SITE, ARE HEREBY EXPRESSLY DISCLAIMED. WE ARE SENSITIVE TO PWC INDEPENDENCE RULES AND HAVE PREFERRED LENDING ARRANGEMENTS. Copyright ©2023 Wintrust Financial Corporation Privacy Policy | Wintrust Wealth Privacy Policy | Wintrust Wealth...