Advisors at this firm
Edward M
Series 63, Series 65
Chicago, IL
Chicago Capital, LLC
Edward Malysiak is a financial advisor at Chicago Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at William Blair and Company, L.L.C. for 20 years. He serves on the Investment Policy Committee of The Carle Foundation, a nonprofit hospital in Urbana, Illinois, a role he has held since 1990. Chicago Capital provides discretionary investment management, financial planning, and consulting to individuals, families, trusts, foundations, and registered investment advisers. The firm offers custom-assembled, actively managed portfolios across a broad range of asset classes and provides research and data services to institutional clients and third-party platforms.
Joann S
Series 65
Chicago, IL
Chicago Capital, LLC
Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has worked previously at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm actively manages custom portfolios across a broad investable universe using both fundamental and technical analysis.
Peter G
Series 63, Series 65
Chicago, IL
Chicago Capital, LLC
Peter Goldman is a financial advisor at Chicago Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Westwood Management Corporation for nine years before joining Chicago Capital. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm uses both fundamental and technical analysis to actively manage custom portfolios across a broad range of asset classes and offers research and data services to institutional clients.
Mikhail K
Series 65
Chicago, IL
Chicago Capital, LLC
Mikhail Kimbarovsky is a financial advisor at Chicago Capital, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm employs a custom-assembled, actively managed approach using both fundamental and technical analysis across a broad range of asset classes.
Malinda D
Series 63, Series 65
Chicago, IL
Chicago Capital, LLC
Malinda Distefano is a financial advisor at Chicago Capital, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chicago Capital since 2018, following four years at William Blair & Company. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm offers custom-assembled, actively managed portfolios across a broad range of asset types and also supplies research and data services to institutional clients and third-party platforms.
Scott F
CFA®
Chicago, IL
Chicago Capital, LLC
Scott Frazin is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Chicago Capital, LLC. His prior roles include positions at Corient and Gofen and Glossberg, L.L.C. He holds executive committee roles with Anshe Emet Synagogue and the Judd Goldman Adaptive Sailing Foundation. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm employs a custom, actively managed investment approach across a broad range of asset types and also offers research and data services to institutional clients and third-party platforms.
Eric M
Series 63, Series 65
Chicago, IL
Chicago Capital, LLC
Eric Maddix is a financial advisor at Chicago Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chicago Capital since 2018, following a 19-year tenure at William Blair & Company, L.L.C. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and registered investment advisers. The firm actively manages customized portfolios across a broad range of asset classes and is known for its minority ownership stake in another registered investment adviser and its role as a contributor to a third-party ratings platform.
David M
CFA®, Series 63, Series 65
Chicago, IL
Chicago Capital, LLC
David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, Mabie manages Cache Creek Ranch, an agricultural operation in Montana, and serves on multiple nonprofit boards, including the Franklin Philanthropic Foundation and Lewis & Clark College. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, foundations, and other registered investment advisers. The firm employs a custom, actively managed approach using fundamental and technical analysis across a broad range of asset classes.
Luis P
Series 65
Chicago, IL
Chicago Capital, LLC
Luis Pereda is a financial advisor at Chicago Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Corient Services LLC, Gofen and Glossberg, L.L.C., and Northern Trust. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm employs both fundamental and technical analysis to actively manage custom portfolios across a broad investable universe and offers research and data services to institutional clients and third-party platforms.
Stacey S
CFP®, CFA®, Series 63
Chicago, IL
Chicago Capital, LLC
Stacey Sargent is a CFP®, CFA®, and Series 63 credentialed financial advisor with 30 years of industry experience. She has worked at Chicago Capital, LLC since 2018 and previously spent 20 years at William Blair & Company L.L.C. in Chicago, IL. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm employs a custom-assembled, actively managed approach using both fundamental and technical analysis across a broad range of asset types.
Richard F
CFA®, Series 63
Chicago, IL
Chicago Capital, LLC
Richard Fradin is a CFA® charterholder and financial advisor at Chicago Capital, LLC with six years of industry experience. His prior roles include positions at CastleArk Management and Armitage Investment Advisors, as well as a long tenure at Rail-Splitter Capital Management, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, foundations, and other registered investment advisers. The firm employs a custom-assembled, actively managed approach across a wide range of asset classes, combining fundamental and technical analysis to meet client-specific guidelines.