Meet the accomplished professionals focused on you
Our accomplished professionals take time to listen to you and understand your situation in order to help you build and sustain your wealth for future generations.
Executive Vice President
Jane has over 30 years of wealth management experience. She joined First American Bank in 1985 and has held numerous positions within the Wealth Management Group. She assumed the role of department head in 2009 and is responsible for the profitability, growth and strategic direction of the group. She has developed a long tenured team of experts who share her belief that providing high level, customized advice and service to our clients will result in a client experience that cannot be duplicated.
Douglas K. Throneburg, CFP®, CPA, CFA, CIPM
Senior Vice President
Managing Director – Wealth Advisory
Doug has over 25 years of wealth management experience. Prior to joining First American Bank in 2005, Doug worked as a financial planner within a CPA firm catering to high net worth families. He holds a bachelor's degree in Finance from Illinois State University and an MBA from North Central College. Doug is a Certified Financial Planner Practitioner, a licensed Illinois Certified Public Accountant, and a CFA Charter holder. He holds the Certificate in Investment Performance Measurement designation from the CFA Institute. He is a member of the CFA Society of Chicago and serves as an adjunct faculty member at the Keller Graduate School of Management. In addition, Doug is a board member of the Educational Investment Fund at Illinois State University charged with overseeing a student-managed investment portfolio.
Kathleen Montano, CTFA
First Vice President
Senior Client Advisor
Kathie began her career with Suburban Bank of Barrington and has more than 20 years of experience in the legal and financial service industry. She has been with First American Bank since 1999, initially in the Personal Trust Department, and joined the Private Client Group in 2006. Since then she has assisted her clients as a Wealth Management Advisor. She attained her Certified Trust and Financial Advisor designation in 2002 from Cannon Financial Institute.
Andrew Syska, CFP®
Private Client Advisor
Andy started his career with a midsized community bank and has over 15 years of experience in the financial service industry specializing in comprehensive financial planning solutions for high net worth individuals. Andy joined First American Bank in 2011. He holds a bachelor's degree in Business Administration with a minor in Finance from Lewis University and is a Certified Financial Planner Practitioner.
John T. Matejcak, JD
Wealth Management Group Relationship Manager
John has experience in wealth management from the corporate fiduciary side, including private client and fiduciary services, as well as through private law practice. He currently serves as a relationship manager in the Wealth Management Group and has previously served as a personal trust administrator at First American Bank. In addition, John has experience working in the chief fiduciary office at another corporate fiduciary. While in private law practice, John concentrated in the areas of trusts and estates including business succession planning. John received his Bachelor of Science in Management from the Krannert School of Management at Purdue University and his Juris Doctor from the Hamline University School of Law. John is a licensed attorney.
Private Client Group Officer
Private Client Relations Manager
Marirose joined First American Bank in 2009 and brings over 15 years of financial service industry experience. Prior to working for First American Bank, Marirose worked for the First National Bank of Chicago, the Northern Trust Company, and BMO Harris Bank. She has experience working in various departments within the financial industry. Marirose studied Marketing at Columbia College, Chicago.
Daisy has over 10 years of experience working in the financial industry. Daisy joined First American Bank in 2014 as a wealth associate and has since been promoted to wealth advisor. Prior to this, Daisy worked at BMO Harris Bank in downtown Chicago as a personal banker where she assisted high net worth individuals, businesses and non-profits. Daisy holds a bachelor’s degree in communications from Northern Illinois University.
Private Client Group Associate
Joshua joined First American Bank in 2016 as a Rotational Trainee. He went through the Assistant Branch Manager Training Program before transitioning into his position as a Private Client Group Associate. Prior to working for First American Bank, Joshua was a manager for a major retail company for six years. Joshua studied Finance at Western Illinois University.
Nicholas recently joined First American Bank as an associate advisor after working in a CPA and Wealth Management firm specializing in IRA investment portfolios as well as various income tax planning services. He graduated from The Ohio State University in 2018 with a degree in financial planning.
William P. Lanzon
First Vice President
Chief Investment Officer
Bill is an investment professional with over 30 years of experience working with high net worth individuals and institutional investors. Bill is responsible for implementation of our strategies, policies and procedures and oversees all portfolio management activity and staff. Prior to joining First American Bank in 2009, Bill served as a Senior Research Analyst/Portfolio Manager with LaSalle Bank, and a Managing Director/Senior Research Analyst at ABN Amro LLC in New York, ING Barings LLC in New York, and Dain Rauscher Inc. in Minneapolis. Bill holds an undergraduate degree from Tulsa University and an MBA from St. Louis University.
Kurt C. Funderburg
Director of Equity & Economic Research
Kurt has more than 25 years of experience providing investment advice and analysis to high net worth clients and institutional investors. Kurt is responsible for providing analysis of the economy and equity markets utilized as an input in the formation of asset allocation models and proprietary equity strategies for First American Bank's Wealth Management Clients. He also functions as a client portfolio manager and equity research analyst. Prior to joining First American Bank in 2016, Kurt served as Senior Equity Analyst with Morningstar Equity Research; Senior Equity Analyst with Harris Associates, LP, advisor to the $140 billion Oakmark family of mutual funds; Senior Vice President and Director of Equity Research with Ferris, Baker Watts, Inc.; and Investment Officer and Portfolio Manager with Mercantile Safe Deposit & Trust Company. Kurt has appeared on Bloomberg Television and has been quoted in business publications including The Wall Street Journal, Barron's, Fortune, Forbes and Business Week. He holds a bachelor's degree in finance from West Virginia University and an MBA in finance from Pennsylvania State University.
William M. Adkinson
Fixed Income Manager/Equity Analyst/Portfolio Manager
Mike has over 25 years of experience in the trust investment management industry. Prior to joining First American Bank in 2008, Mike was employed at Wachovia Corporation located in Jacksonville, Florida. Mike has extensive experience as a portfolio manager, fixed income manager and equity research analyst. His duties include managing all fixed income portfolios as well as monitoring and reviewing all fixed income mutual fund holdings. Mike also provides research coverage of the industrial and energy sectors for our equity strategies in addition to managing client portfolios. He holds bachelor's degrees from Florida State University and an MBA from Georgia State University.
Mark joined First American Bank in 2007, bringing more than 12 years of proprietary trading and market making experience from several trading desks ranging from large institutional trading floors to small boutique investment firms. He holds a bachelor's degree from Michigan State University and is currently a CFA Level II candidate.
Portfolio Manager/Mutual Fund Analyst
Scott joined First American Bank in 2012, bringing more than 15 years of financial industry experience. He came from JPMorgan Chase Bank, where he served as a fully licensed Investment Representative/Relationship Banker. Prior to banking, Scott had been both a local market maker and member firm broker on the trading floor of the Chicago Board of Options Exchange. He holds a bachelor's degree from Illinois State University as well as dual MBAs from the Keller Graduate School of Management, one a concentration in Finance and the other in Accounting and Financial Management. Scott is currently a CFA Level II candidate.
Jane has been with First American Bank for over 30 years. Her career span includes extensive experience in the areas of commercial lending, mortgage and consumer lending, operational functions and data systems. Jane provides comprehensive and personalized banking services to a select clientele. In 2009, Jane obtained her Accredited Wealth Management Advisor designation from the College of Financial Planning.
Senior Vice President
Director of Client Advisory – Florida
Tyler serves as the Director of Client Advisory for the Florida division of First American Bank’s Wealth Management Group. He is responsible for leading the Wealth Team and connecting First American Bank’s values to the community and leadership to provide cohesive growth.
David Lackmann, CFP®, CIMA®
Senior Vice President
Director of Investment Management – Florida
David joins First American Bank with over 29 years of experience in the trust and investment management industry. As the Director of Investment Management for First American Bank, David provides leadership and oversight of the First American Bank investment management platform and the customized investment solutions that First American Bank provides to its clients.
Christian Fram, CFP®
Christian joins First American Bank with 25 years of experience in the financial service industry. In his role at First American Bank, Christian offers trusted advice and specializes in custom investment strategies for high net-worth clients tailored to meet their individual goals.
Senior Vice President
Senior Client Advisor
Ken joins First American Bank with 28 years of experience in the financial service industry. As a Senior Client Advisor, Ken provides comprehensive financial planning and investment management solutions to affluent families and business owners.
Private Banking & Wealth Advisor
John is a private banking and wealth advisor who has been serving the South Florida community for more than 30 years. As a relationship manager for high net-worth individuals and their companies, he assists clients and family members with a variety of banking and wealth advisory needs.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit