Advisors at this firm
David V
Series 66
Chicago, IL
Signet Private Wealth, LLC
David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ventura manages a family-owned real estate LLC in Chicago, overseeing the management and repair of multi-family rental properties. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-term investment strategy that integrates fundamental and technical analysis, model portfolios with tactical adjustments, and tools such as direct indexing and limited options strategies.
Michael L
Series 63, Series 65
Chicago, IL
Signet Private Wealth, LLC
Michael Liccar is a financial advisor with Signet Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held leadership roles at multiple firms, including Andiamo Vento LLC and his own Michael J. Liccar & Co., L.L.C. Outside of advisory work, he is a managing member of Pintsetters Brands, LLC, a brewery business in Crete, Illinois. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, primarily long-term investment approach and offers specialized services such as a pooled investment vehicle and an affiliated tax advisory practice.
Jonathan S
CFA®, Series 63, Series 65
Chicago, IL
Signet Private Wealth, LLC
Jonathan Spencer is a CFA® charterholder with eight years of industry experience. He has worked at Signet Private Wealth, LLC since 2017 and previously held roles at Liccar Securities, LLC and Umbono Investments (US) LLC. Outside of his advisory work, Spencer serves as Chief Financial Officer and Director of Medinah Road Development Co. LLC, a real estate development company, and is a managing member of Twende Investments, LLC, a holding company for Signet Private Wealth. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, primarily long-term investment approach that integrates fundamental and technical analysis, model portfolios with tactical shifts, and tools such as direct indexing and limited options strategies.
Thomas L
Series 65
Chicago, IL
Signet Private Wealth, LLC
Thomas Laughlin is a financial advisor with Signet Private Wealth, LLC, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at Apple, Inc. and Halliard Soap Company, LLC. Outside of his advisory work, he is involved with Andiamo Vento LLC and Twende Investment Group. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm follows a value-oriented, primarily long-term investment approach, incorporating fundamental and technical analysis, model portfolios, and tools such as direct indexing and limited options strategies.