Parkside Investments, LLC

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor at Parkside Investments, LLC, where he has worked since 2019. Prior to that, he spent 11 years at Cedar Hill Associates, LLC. Engelman is also a partner in limited partnerships managing alternative investments through Cedar Hill Partners Holdings I and II. Parkside Investments provides discretionary wealth and portfolio management services to high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a fundamentally driven investment process focused on concentrated Large Cap Core equity portfolios, complemented by fixed income and option strategies, and manages proprietary private funds alongside separately managed accounts.

John Kearney is a CFA® charterholder with 14 years of industry experience. He has been with Parkside Investments, LLC since 2017 and previously worked at Cedar Hill Associates LLC from 2009 to 2017. Parkside Investments provides discretionary wealth and portfolio management services primarily to high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a fundamentally driven investment process focused on concentrated Large Cap Core equity portfolios complemented by fixed income and other instruments, and it also manages proprietary private funds with specialized option strategies.

Alan Cole is a CFA®, CIC, and holds a Series 63 license with 26 years of industry experience. He has been with Parkside Investments, LLC since 2016 and previously worked at Cedar Hill Associates, LLC from 2008 to 2016. Cole is also a partner in Cedar Hill Partners Holdings I and II, alternative investment holding companies based in Chicago. Parkside Investments provides discretionary wealth and portfolio management services to high-net-worth individuals, families, trusts, charitable organizations, and certain businesses. The firm employs a fundamentally driven investment process focused on concentrated Large Cap Core equity portfolios complemented by fixed income and alternative instruments, and it also manages proprietary private funds with specialized option strategies.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments provides discretionary wealth and portfolio management services to high-net-worth individuals, families, and various institutions. The firm employs a fundamentally driven investment process focused on concentrated Large Cap Core equity portfolios, complemented by fixed income and option strategies, and manages proprietary private funds alongside separately managed accounts.

Debbiann Frenzel is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkside Investments since 2018, following a decade at Cedar Hill Associates, LLC. Parkside Investments provides discretionary wealth and portfolio management services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm employs a fundamentally driven investment process focused on concentrated Large Cap Core equity portfolios complemented by fixed income and option strategies, and it also manages proprietary private funds.