William Allen Goldstein

Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.