Louis Portnoy, Financial Advisor and Branch Manager in our Chicago, Illinois office, joined Ziegler Wealth Management in 2012. Prior to joining Ziegler, Louis spent four years as a financial advisor at RBC Wealth Management where he served as a training coordinator and syndicate manager. With over 35 years of experience in the financial services industry, Louis’ career has included some of the most prestigious Wall Street firms, seven years as a sales manager for Oppenheimer, and experience as a market maker at the Chicago Board of Trade.
Louis works with high net worth individuals and families, and specializes in the equity markets. He focuses on providing relative strength strategies to help meet his clients’ wealth accumulation, preservation and legacy goals.
An avid Chicago White Sox fan, Louis currently lives in Lincolnwood, IL with his wife Wendi. Louis has passed-on his love of the arts to his daughter Mallory, who is currently a student at Julliard, and his passion for business to his son, Kyle who is working toward his MBA from the University of Chicago. Louis has a Bachelor of Science in Finance from the University of Illinois.
Begin by sitting down and discussing your needs and goals with Louis. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 312 596 1688 to schedule a time to meet.