Advisors at this firm
Peter K
Series 66
Highland Park, IL
Fort Sheridan Advisors LLC
Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.
Thomas W
Series 63, Series 65
Highland Park, IL
Fort Sheridan Advisors LLC
Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.
Douglas P
Series 63, Series 65
Highland Park, IL
Fort Sheridan Advisors LLC
Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.
Stuart L
Series 66
Highland Park, IL
Fort Sheridan Advisors LLC
Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.
Alissa H
Series 66
Highland Park, IL
Fort Sheridan Advisors LLC
Alissa Hirsh is a financial advisor at Fort Sheridan Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. and Hall Capital Partners LLC. Outside of her advisory role, she is involved with Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment, and it engages in private fund management and other institutional mandates across global markets.
Richard P
ChFC®, Series 63, Series 66
Boynton Beach, FL
Fort Sheridan Advisors LLC
Richard Preston is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Fort Sheridan Advisors LLC and has a long tenure at Northwestern Mutual in various investment and wealth management roles. Preston holds insurance licenses in life and health. Fort Sheridan Advisors serves a diverse client base including high-net-worth individuals, family offices, pensions, and charitable organizations, providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative models with qualitative judgment and actively uses derivatives and options strategies in client portfolios.
Alison W
Series 63, Series 66
Evans City, PA
Fort Sheridan Advisors LLC
Alison Wilson is a financial advisor at Fort Sheridan Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Western International Securities. Outside of her advisory role, she serves as Secretary of the Board for the nonprofit organization Hounds of Honor. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that combines quantitative tools with qualitative judgment and routinely uses derivatives and option strategies in client portfolios.
Nicole H
Series 65
Highland Park, IL
Fort Sheridan Advisors LLC
Nicole Hansen is a financial advisor at Fort Sheridan Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Fort Sheridan Advisors, she held roles at Davidson Hospitality Group and the University of Nebraska. Fort Sheridan Advisors serves a diverse client base including high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients. The firm employs a long-term, value-investor approach combined with quantitative and qualitative methods, and is known for its use of derivatives and private investment activities.