Expertos en patrimonio

Jane Nagel
Vicepresidenta Ejecutiva
Jefa de Departamento
(847) 403-8075
[email protected]

Jane tiene más de 30 años de experiencia en wealth management. Entró a First American Bank en 1985 y ha ocupado diversos cargos en el Grupo de Wealth Management. En 2009 asumió la función de jefa de departamento y se ocupa de la rentabilidad, el crecimiento y la dirección estratégica del grupo. Ha desarrollado a un equipo de mucha antigüedad con expertos que, al igual que ella, creen que prestar asesoría y servicios personalizados y de alta calidad a nuestros clientes se traducirá en una experiencia del cliente irrepetible.

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
Vicepresidente 
Asesor de clientes Sénior
(847) 403-8064
[email protected]

Michele cuenta con más de 25 años de experiencia en gestión de patrimonios trabajando con individuos, familias e instituciones con patrimonios netos elevados, construyendo relaciones a largo plazo y creando soluciones integrales para ayudar a los clientes a construir su patrimonio; y, más adelante en sus vidas, a conservar ese patrimonio. Michele ejerce como Asesora de Clientes en First American Bank, en donde trabaja de cerca con clientes moderados a complejos, logrando un entendimiento a profundidad de su estilo de vida y objetivos de gestión patrimonial para formular soluciones efectivas. Antes de unirse a First American Bank en 2020, Michele sirvió como Gerente Sénior de Portafolios en BMO Harris Private Bank. Además, Michele sirvió como Asesora de Patrimonios Sénior y Gerente de Portafolio con Alpine Bank & Trust Co. Cuenta con un título profesional en Administración de empresas de Edgewood College y un MBA de Loyola University de Chicago. Michele cuenta con un CFA Charter, ejerce como Certified Financial Planner™, y está certificada en Estrategias de reclamaciones de seguridad social.

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.

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.

Daisy Banuelos
Vicepresidenta Adjunta
Asesora de Patrimonio
(847) 403-8077
[email protected]

Daisy tiene más de 10 años de experiencia trabajando en el sector financiero. Llegó a First American Bank en 2014 como asociada de patrimonio y luego fue ascendida a asesora de patrimonio. Previamente trabajó en BMO Harris Bank en el centro de Chicago como banquera personal; allí brindó su asistencia a personas con un alto patrimonio neto, empresas y organizaciones sin fines de lucro. Es licenciada en Comunicación de Northern Illinois University.

Joshua W. Eggleston 
Asociado Sénior de Asesoría para Clientes
(847) 547-9042
[email protected]

Joshua entró a First American Bank en 2016 como aprendiz rotativo. Fue parte del Programa de Capacitación para Subgerentes de Sucursales antes de pasar a su cargo de Asociado del Grupo de Clientes Privados. Antes de trabajar en First American Bank, fue gerente de una importante compañía minorista durante seis años. Estudió Finanzas en Western Illinois University.

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
Vicepresidente Sénior
Director de Inversiones
(847) 403-8190
[email protected]

Bill es especialista en inversiones con más de 30 años de experiencia trabajando con personas con un alto patrimonio neto e inversionistas institucionales. Es el responsable de la implementación de nuestras estrategias, políticas y procedimientos y supervisa toda la actividad de administración del portafolio y al personal. Antes de entrar a First American Bank en 2009, fue Analista Sénior de Investigación/Gerente de Portafolio en LaSalle Bank, y Director Gerente/Analista Sénior de Investigación en ABN Amro LLC en Nueva York, ING Barings LLC en Nueva York y Dain Rauscher Inc. en Minneapolis. Tiene un título de pregrado de Tulsa University y una Maestría en Administración de Empresas de St. Louis University.

William M. Adkinson
Vicepresidente
Gerente de Ingresos Fijos/Analista de Capital/Gerente de Portafolio
(847) 403-8182
[email protected]

Mike tiene más de 30 años de experiencia en el sector de gestión de inversiones de fideicomisos. Antes de entrar a First American Bank en 2008, fue empleado de Wachovia Corporation, en Jacksonville, Florida. Tiene amplia experiencia como gerente de portafolio, gerente de ingresos fijos y analista de investigación de capital. Sus funciones incluyen administrar todos los portafolios de ingresos fijos y monitorear y revisar todas las participaciones de fondos mutuos de ingresos fijos. También ofrece cobertura de investigación de los sectores utilidad y de energía para nuestras cuatro estrategias de capital, además de manejar los portafolios de clientes. Es egresado de Florida State University y tiene una Maestría en Administración de Empresas de Georgia State University.

Scott Bell
Gerente de Portafolio/Analista de Fondos Mutuos
(630) 547-9012
[email protected]

Scott llegó a First American Bank en 2012, con más de 15 años de experiencia en el sector financiero. Anteriormente trabajó en JPMorgan Chase Bank como Representante de Inversiones/Banquero de Relaciones completamente licenciado. Antes de trabajar en la banca, se había desempeñado como creador de mercado local y corredor de firmas miembro en el salón de transacciones de Chicago Board Options Exchange. Es egresado de State University y tiene dos Maestrías en Administración de Empresas de Keller Graduate School of Management, una con especialización en Finanzas y la otra en Contaduría y Administración Financiera. Actualmente es candidato a Analista Financiero Certificado Nivel II.

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

Dan joined First American Bank in 2023, bringing more than seven 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
Vicepresidente
Analista de Capital
(847) 403-8187
[email protected]

Cuenta con más de 15 años de experiencia atendiendo a inversionistas institucionales y asesores financieros. Antes de entrar a First American Bank en 2019 como analista de capital, dirigió al equipo de valores industriales de Morningstar y cubrió la industria del transporte de carga. Anteriormente en su carrera trabajó durante más de una década en desarrollo y consultoría de productos en la industria del papel. Tiene una licenciatura en química de Wheaton College, una Maestría en Administración de Empresas de Northwestern University's Kellogg Graduate School of Management y cuenta con la designación de Chartered Financial Analyst^®.

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

Ted has over 22 years of equity research and portfolio management experience. Prior to joining First American Bank in 2024, Ted served as a Senior Equity Analyst with Thrivent Asset Management and Janus Henderson Investors covering the healthcare sector. Concurrently, Ted served for over a decade as a Portfolio Manager for the Janus Henderson All Cap Value strategies. Earlier in his career, Ted worked as 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
Officer
Investment Research Analyst
(847) 403-8405
[email protected]

Nathan joined First American Bank in 2018 as a Leadership Trainee and has served in the investments department since 2019. Nathan is responsible for analyzing, monitoring, and selecting mutual funds and ETFs. Nathan earned a bachelor’s degree in both economics and finance from Bradley University and has passed all three Chartered Financial Analyst (CFA) examinations.  

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

Kimberly joined First American Bank in 2017 and brings over 20 years of financial service industry experience. Prior to working for First American Bank, Kimberly worked for Barrington Capital Management Inc., where she was responsible for portfolio administration, trading, and compliance. Kimberly earned her Bachelor of Science degree in Finance from California State University Long Beach.  

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

Gerry joined First American Bank as a Wealth Management Associate in 2022. He began his career in the financial services industry upon graduating from the Kelley School of Business at Indiana University with a degree in both Finance and Business Analytics. In his current role, Gerry works closely with a team of Wealth Advisors to develop and implement personalized financial plans for clients and assist with the onboarding of new clients. He is passionate about helping clients achieve their financial goals and committed to providing First American Bank’s clients with the highest level of service and support.

Joseph Quinn
Vicepresidente primero
Gerente Private Banking
(847) 586-2173
[email protected]

Joe cuenta con más de 25 años de experiencia en la industria de servicios financieros en temas de préstamos, seguros, inversiones, banca personal y gestión del grupo. Antes de vincularse a First American Bank, Joe lideró los Servicios Premier en el noroeste de Illinois como Presidente de Mercado para BMO Harris Bank. Joe ha estado muy involucrado en la comunidad liderando eventos de caridad y ejerciendo dentro de juntas y comités locales sin ánimo de lucro. Joe fue reconocido como graduado distinguido de Harper College y ejerció como miembro adjunto de la facultad en gestión de empresas, el departamento de finanzas e inversiones. Joe cuenta con un grado profesional de Northeastern Illinois con enfoque en Finanzas y un MBA de 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 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^®
Vice President
Portfolio Manager
Tampa
(813) 868-4079
[email protected]

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.

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
Asesor asociado
Coral Gables
(305) 400-3323
[email protected]

Stephen es un profesional de administración de patrimonios con más de 8 años de experiencia en servicios financieros. Como asesor asociado en First American Bank, se especializa en la planificación del patrimonio y el desarrollo de soluciones financieras personalizadas. Anteriormente, Stephen se desempeñó como especialista de inversiones en la mesa de operaciones de Bank of America y como asociado de clientes en Deutsche Bank, en el que proporcionó ayuda excepcional a los principales asesores y clientes de alto patrimonio. Tiene una Maestría en Administración de Empresas de la Universidad de Florida, cuenta con una licencia de FINRA (Financial Industry Regulatory Authority, Autoridad Reguladora de la Industria Financiera) y está trabajando para obtener la designación de CFA (chartered financial analyst, analista financiero certificado). Stephen aplica sus conocimientos en inversiones y enfoque centrado en el cliente para ayudar a personas, familias y empresas a alcanzar sus objetivos financieros. Fuera del trabajo, a Stephen le agrada navegar por Biscayne Bay, aprender a jugar al golf y pasar tiempo con su familia y amigos.