Essex LLC

Robert Tutela is a financial advisor at Essex LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Essex since 2016, following five years at JP Morgan. Tutela also serves as an independent contractor and ambassador for SmartAsset, a role that involves consulting and generating sales leads for his firm. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultation services, utilizing model portfolios informed by fundamental, technical, and sector analysis.

Arthur Freedman is a financial advisor with Essex LLC, holding a Series 65 designation and 23 years of industry experience. He has been with Essex LLC since 2000. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a model portfolio approach using equities, fixed income, ETFs, and investment company shares, informed by fundamental, technical, and sector analysis.

Edward Connolly is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He has worked at IRON Financial LLC since 2006. Connolly is part of Essex LLC, a team-based registered investment adviser located in Deer Park, IL. Essex manages approximately $563 million for around 600 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs model portfolios and uses fundamental, technical, and sector analysis to guide asset selection and rebalancing, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Benjamin Cairns is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Essex LLC since 2014. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies informed by fundamental, technical, and sector analysis, offering both discretionary and non-discretionary services along with financial planning.

James Hartwell is a Series 65-licensed financial advisor with Essex LLC in Deer Park, Illinois, where he has worked since 1997. He has 25 years of experience in the industry and is part of a seven-advisor team. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing model portfolios with a mix of equities, fixed income, ETFs, and investment company shares informed by fundamental, technical, and sector analysis.

Nancy Effert is a financial advisor at Essex LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of her advisory role, she is involved in life insurance and annuity sales through Effert Financial Solutions. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultation services, employing model portfolios and a range of analytical approaches to asset selection and monitoring.

Justin Nolan is a financial advisor with Essex LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Essex since 2016 and previously worked at JPMorgan Chase Bank NA. Outside of his advisory role, Nolan serves as a director on the board of FPI Inc., a forging industry company, and is a member of the finance committee at Westmoreland Country Club. Essex is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach using fundamental, technical, and sector analysis, offering both discretionary and non-discretionary management alongside financial planning services.