Chicago - Magnificent Mile
Proudly Serving Chicago
Chicago - Magnificent Mile
980 N Michigan Ave
Suite 1780
Chicago, IL 60611
Your Chicago Team
David Venegas
Senior Vice President, Client Development
Mark Carr
President, Platform Channels
Troy Heurlin
CFA®
Director, Business Analytics
Forest Sumlar
JD
Deputy Chief Compliance Officer
O. Needom Mitchell
JD
Senior Compliance Associate
Robin Patinkin
CFA®, MBA, CFP®
Senior Wealth Advisor
Jack McCormick
Senior Portfolio Manager
Nick Rounds
CFA®
Senior Portfolio Manager
Andrew D'Aprile
CFA®, CPA
Wealth Advisor
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Check out some of our latest resources.
March 11, 2025
Staying Invested During Uncertain Times
Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic.
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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on February’s market performance, recent digital asset prices, and the recovery of Chinese markets.
Listen to the podcast