William M. Feldman
Bill has co-founded and managed two brokerage firms, each of which specialized in the securities and futures industries since 1980. Earlier, he was an accountant providing certified audits and tax planning for individuals and organizations involved in the securities and futures industries at a leading Chicago accounting firm. He is a Certified Public Accountant, past member of the board of directors of SeaBright Holdings, Inc. (2004-2013), past chairman of the Chicago Board of Trade Clearing Corporation (1992-1993), and a member of the Economic Club of Chicago. He holds five securities registrations and a BS degree in accountancy from the University of Illinois.
Alex M. Ingardona
Alex has been providing investment counseling and managing private client and pension portfolios at the vice president or CEO level since 1984, with such firms as Lehman Brothers, Hamilton Investments, and Mesirow Financial, and one year earlier, was an account executive at William Blair. He is a Certified Investment Management Analyst, and holds an MBA in finance from the University of Chicago.
Timothy M. Hart
Tim has over twenty-five years of experience providing investment, tax, and financial planning services to high-net-worth individuals. His prior experience is with a public accounting firm providing tax and financial planning services. He also spent ten years with the corporate treasury and audit groups for Household International. He is a Certified Public Accountant and Certified Financial Planner. He holds an MBA in finance from Loyola Graduate School of Management and has been a finance and economics instructor for the Keller Graduate School of Management.