Wealth Experts

Jane Nagel
Executive Vice President
Department Head
(847) 403-8075
[email protected]

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.

Mark Votruba
Senior Vice President
Managing Director of Wealth Advisory
(847) 586-2097
[email protected]

Mark is an investment professional with more than 30 years of experience in his field. Mark’s career path has been multifaceted, from early experience as a proprietary equity trader for both large and boutique investment firms to a transition into wealth management, where he joined First American Bank in 2007 as a portfolio manager. As a member of the investment team at First American, Mark worked with high-net-worth and institutional clients to provide investment solutions and implementation consistent with their goals. Mark’s transition to his role in Wealth Advisory allows him to draw on his versatile wealth management background to provide the clients and team members with the support needed to achieve their long-term goals. Mark holds an undergraduate degree from Michigan State University.

Michele Griepentrog, CFA, CFP®, CSSCS
Vice President
Senior Client Advisor
(847) 403-8064
[email protected]

Michele has over 25 years of wealth management experience working with high net worth individuals, families and institutions, building long-term relationships and creating comprehensive solutions to help clients build their wealth; and, later in life, preserve that wealth. Michele serves as a Client Advisor for First American Bank, where she works closely with moderate-to-complex clients gaining a thorough understanding of their lifestyle and wealth planning goals to formulate effective solutions. Prior to joining First American Bank in 2020, Michele served as a Senior Portfolio Manager at BMO Harris Private Bank. In addition, Michele served as a Sr. Wealth Advisor and Portfolio Manager with Alpine Bank & Trust Co. She holds a bachelor’s degree in Business Administration from Edgewood College and an MBA from Loyola University of Chicago. Michele is a CFA Charter holder, a Certified Financial Planner™ Practitioner, and is certified in Social Security Claiming Strategies.

Tyler J. Thorp, CFA, CFP®
Client Advisor
(847) 586-2109
[email protected]

Tyler is a Private Client Advisor at First American Bank and brings over 10 years of experience in various investment and advisory roles. With the Chartered Financial Analyst (CFA) designation and Certified Financial Planner™ certification, he is equipped to address the sophisticated financial needs of high-net-worth individuals and institutions.

Transitioning from Covenant Trust, where he served as Vice President & Head of Portfolio Management, he honed skills in investment management and portfolio construction that are now instrumental at First American Bank. Tyler also served as an Associate Wealth Manager at BNY Mellon, delivering exceptional service, integrating risk analysis and wealth planning to foster enduring client relationships based on trust and performance.

Tyler received his MBA and BS at Concordia University Wisconsin.

Maryum Lisching, MBA
Vice President
Client Advisor
(847) 586-2029
[email protected]

Maryum has over 20 years of financial services and wealth management experience working with high-net-worth individuals, families, and institutions, building long-term relationships and delivering comprehensive wealth planning and investment solutions tailored to each client’s financial goals. Maryum serves as a Client Advisor for First American Bank, where she works closely with clients to develop thoughtful, personalized wealth strategies aligned with their long-term objectives.

Prior to joining First American Bank in 2026, Maryum served as a Senior Portfolio Manager at BMO Wealth Management, advising high-net-worth clients on investment management and wealth planning strategies. Maryum holds a Bachelor of Science in Finance and an MBA with Distinction from DePaul University. She has also completed DePaul’s Financial Planning Certificate Program. She is dedicated to helping clients and families build, preserve, and transition wealth across generations.

Heidi A. Prom, CRPC
Assistant Vice President
Client Advisor
(847) 586-2547
[email protected]

Heidi has over 20 years of experience in the insurance and financial services industry. She started her career with The Travelers Insurance Company in Hartford, Conn., in individual investments and later served as an officer responsible for national sales of asset management and pension and recordkeeping services for qualified plans. She served in a business development role for Wells Fargo Investment Advisors and Barclays Global Services in Chicago. She has worked as an individual Insurance Producer for Mass Mutual and most recently, acquired her Series 7 and Series 66 and spent four years as a registered Financial Advisor for Merrill Lynch and Bank of America. Heidi maintains her Chartered Retirement Planning Consultant designation.

She joined First American Bank in August of 2021 as a Wealth Management Relationship Manager and Financial Advisor where she enjoys helping her clients attain their financial goals and priorities.

Adam Tortelli, CFP®
Client Advisor
(847) 586-2164
[email protected]

Adam joined First American with a diverse background in the financial services industry. He started his career with KeyBank’s Rotational Risk Management program before moving into the wealth management arm of Goldman Sachs and most recently served as a holistic financial planner for a private client team within Northwestern Mutual.

Adam graduated with a Finance degree from Xavier University in Cincinnati and is a Certified Financial Planner™ Practitioner. He enjoys helping clients unlock the missing puzzle piece of their financial plan and relieving financial anxiety around their goals.

Alexandr A. Glushchenko
Client Advisory Associate
(847) 586-2293
[email protected]

Alex joined First American Bank as a Client Advisory Associate in 2024. He began his career in the financial services industry upon graduating from DePaul Driehaus College of Business. Alex is a dedicated member of the Client Advisory team with a strong background in customer and financial services. Alex leverages his academic foundation and professional skills to assist Wealth Advisors in preparing financial plans and satisfying clients’ financial goals and needs.

Alan J. Veliyathumalil
Client Advisory Sales Associate
(847) 586-2462
[email protected]

Alan joined First American Bank as a Personal Banker in 2023 and transitioned into the Client Advisory Sales Associate position in 2024. Alan obtained his bachelor’s degree in business marketing from the University of Illinois at Chicago. He has over seven years of retail experience. With the educational and practical experience he has garnered, Alan believes he will be able to help clients reach their financial goals at whatever point in life they are at. Alan looks forward to developing new relationships and strengthening existing relationships.

William P. Lanzon
Senior Vice President
Chief Investment Officer
(847) 403-8190
[email protected]

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.

William M. Adkinson
Vice President
Director of Fixed Income and Portfolio Management
(847) 403-8182
[email protected]

Mike has over 30 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. Mike’s responsibilities include leading the FAB Portfolio Management team, managing fixed income portfolios as well as monitoring and reviewing all fixed income mutual fund holdings. Mike also provides research coverage of the energy sector 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.

Scott Bell
Assistant Vice President
Portfolio Manager
(630) 547-9012
[email protected]

Scott joined First American Bank in 2012 and has more than 35 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.

Dan Gross, CFA
Assistant Vice President
Portfolio Manager
(847) 403-8208
[email protected]

Dan joined First American Bank in 2023, bringing more than ten years of financial industry experience. Dan came from Calamos Wealth Management, where he served clients through portfolio implementation, research, and trading. Before advancing to that position, Dan was a member of the international research team at Calamos Investments. Prior to Calamos, Dan was a research associate and financial analyst at BMO Harris Bank. Dan has a bachelor’s degree from the University of Iowa and holds the Chartered Financial Analyst designation.

Keith Schoonmaker, CFA
Vice President
Director of Equity Research
(847) 403-8187
[email protected]

Keith has over 19 years of experience serving institutional investors and financial advisors. Prior to joining First American Bank in 2019, Keith served as Director of Industrials Equity Research with Morningstar and Equity Analyst covering the freight transportation industry. Earlier in his career, Keith worked for more than a decade in product development and consulting in the paper industry. Keith holds a bachelor's degree in chemistry from Wheaton College, earned an MBA from Northwestern University's Kellogg Graduate School of Management, and holds the Chartered Financial Analyst^® designation.

Ted Thome, CFA
Vice President
Equity Research Analyst
(847) 403-8188
[email protected]

Ted has over 24 years of equity research and institutional portfolio management experience. Prior to joining First American Bank in 2024, Ted served as a Portfolio Manager and Senior Equity Analyst at Janus Henderson Investors and a Senior Equity Analyst at Thrivent Asset Management covering the Healthcare sector. Earlier in his career, Ted was a healthcare representative for Pfizer and served as a Medical Service Corps Captain (Airborne Ranger) in the United States Army. Ted holds a Bachelor of Science degree in Life Science and Systems Engineering from the United States Military Academy at West Point, earned an MBA from the University of Chicago Booth School of Business, and holds the Chartered Financial Analyst (CFA) designation. 

Nathan Delawder, CFA
Officer
Investment Research Analyst
(847) 403-8405
[email protected]

Nathan joined First American Bank in 2018 and has over seven years of experience in the investment management industry. Nathan is responsible for analyzing, monitoring, and selecting mutual funds and ETFs. In addition, Nathan provides research coverage of the consumer staples sector for our equity strategies. Nathan earned a bachelor’s degree in both economics and finance from Bradley University and holds the Chartered Financial Analyst® designation.

Kimberly Pagano
Investment Management Specialist
(847) 403-8181
[email protected]

Kimberly joined First American Bank in 2017 and brings over 20 years of experience in the financial services industry. In addition to her extensive background, she is responsible for managing trading, account compliance, and the use of performance management software for the Investment Department. Kimberly also serves as the key interface with portfolio managers, analysts, and administrators, ensuring smooth communication of customer and department information. She earned her Bachelor of Science degree in Finance from California State University Long Beach.

Gerald R. Michaels, CFA
Investment Associate
(847) 586-2353
[email protected]

Gerald is an Investment Associate at First American Bank with nearly four years of experience in the financial services industry. Since joining the firm in 2022, he has progressed through key advisory and sales roles to his current position on the Investment Team, where he supports portfolio management, conducts ad-hoc research, and helps streamline team operations. Gerald is currently a CFA charter holder. He earned his Bachelor of Science in Finance and Business Analytics from the Kelley School of Business at Indiana University. He is committed to delivering high level service and investment solutions to help clients achieve their long term financial goals.

Joseph Quinn
First Vice President
Private Banking Manager
(847) 586-2173
[email protected]

Joe has more than 25 years of experience in the financial services industry in lending, insurance, investments, retail banking, private banking and group management.  Prior to joining First American Bank, Joe led Premier Services in northwest Illinois as Market President for BMO Harris Bank.  Joe has been very involved in the community leading charity events and serving on local non-profit boards and committees. Joe was recognized as a Harper College Distinguished Alumni and served as an adjunct faculty member in the business management, finance and investments department. Joe holds a bachelor’s degree from Northeastern Illinois with a concentration in Finance and an MBA from Northern Illinois University.

Douglas P. Nielsen
Assistant Vice President
Private Banking Officer
(847) 586-2276
[email protected]

Doug Nielsen joined First American Bank in 2007, and with over 19 years of experience in the financial services industry, he has extensive knowledge of all aspects of retail and commercial banking. Prior to joining First American Bank, Doug held bank management and business development roles, and was a licensed financial advisor with UBS Financial Services. Doug provides clients customized banking, lending, and wealth management solutions, as well as access to enhanced products and services designed to help get the most out of their First American Bank relationship.

William J. Colacicco
Private Banking Associate
(847) 586-2579
[email protected]

Bill began his career with First American Bank in May 2018 and has been partnering with clients since day one. As a Private Banking Associate with over 19 years of industry experience, he utilizes his knowledge in banking, lending, and investing to help his clients achieve their financial goals. Bill earned his B.A. from the University of Illinois at Chicago and enjoys adventure travel within the U.S. and abroad.

David Lackmann, CFP^®, CIMA^®
Senior Vice President
Director of Investment Management – Florida
Tampa
(813) 868-4077
[email protected]

David has over 35 years of wealth management experience working with high-net-worth individuals, families and institutions creating comprehensive solutions to help build and preserve wealth. David serves as Director of Investment Management (Florida) and provides leadership and oversight of the First American Bank investment management platform and the customized solutions offered to clients. Prior to joining First American Bank in 2019, David served as the Director of Investments for Valley Trust. In addition, David served as a Senior Portfolio Manager with PNC Bank and Director of Portfolio Management at Raymond James Trust. He holds two undergraduate degrees from Auburn University and an MBA from the University of South Florida. David is a Certified Financial Planner™ Practitioner and holds a Certified Investment Management Analyst ® (CIMA®) professional certification from the Investments & Wealth Institute.

Christian Fram, CFP^®
Vice President
Portfolio Manager
Tampa
(813) 868-4079
[email protected]

Christian has over 30 years of experience in the financial service industry. In his role as Portfolio Manager, Christian offers trusted advice and specializes in custom investment strategies for high net-worth clients tailored to meet their individual goals. Prior to joining First American Bank in 2019, Christian served as a Portfolio Manager with Valley Trust. In addition, he has served as a Portfolio Manager for PNC Bank and in various Wealth Management capacities for Raymond James Trust and Wachovia. He holds an undergraduate degree from the University of Missouri and is a Certified Financial Planner.

Ken Roberts
Senior Vice President
Senior Client Advisor
Tampa
(813) 868-4078
[email protected]

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.

Karina Valido, CRPS
Vice President
Private Client Advisor
Coral Gables
(305) 643-8286
[email protected]

Karina has been in the financial industry for over 20 years helping individuals, families, and executives with their financial needs and comprehensive wealth strategy. She received her Bachelor of Science in Business Management and Supervision from Miami Dade College. Karina holds the State of Florida Life with Variable Annuities and Health licenses. She is registered with FINRA and holds the General Securities Representative Registration Series 7 and the Uniform Securities State Law Registration Series 63. She has experience in asset management, education planning, asset protection, and retirement planning. Outside of work, she enjoys traveling and spending time with her family and friends.

Stephen Penney
Associate Advisor
Coral Gables
(305) 400-3323
[email protected]

Stephen is a wealth management professional with over 8 years of experience in financial services. As an Associate Advisor at First American Bank, he specializes in wealth planning and delivering personalized financial solutions. Previously, Stephen served as an Investment Specialist on Bank of America’s trade desk and as a Client Associate at Deutsche Bank, where he provided exceptional support to top advisors and high-net-worth clients. He holds an MBA from the University of Florida, is FINRA licensed, and is progressing toward the CFA designation. Stephen leverages his investment expertise and client-focused approach to help individuals, families, and businesses achieve their financial goals. Outside of work, Stephen enjoys sailing on Biscayne Bay, learning golf, and spending time with family and friends.