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PwC Personalized Wealth Management

At Wintrust Private Client, we provide a broad range of financial solutions for business owners, high net worth individuals, and family offices. Founded in 1931, we are one of the oldest and most respected financial service providers in the Midwest.

We are proud to have been selected by Pricewaterhouse Coopers LLC to offer Wealth Services and part of PwC’s brokerage simplification program. Our nearly 300 financial professionals manage or administer more than $21 billion of assets for more than 27,000 clients. We seamlessly offer our clients comprehensive wealth management solutions:

Investments

Compliant with PwC’s BSP independence reporting
Personal Portfolio Manager
Extensive research, strategic and tactical risk analytics built into portfolio management
Preferred PwC fee structure
- Fixed Income: 0.3% per annum
- Balanced/Equity: 0.7% per annum to $5M (over $5M negotiable)
- Institutional pricing on mutual funds and trades

Trust

Complimentary review of estate documents for asset management clients
National trust powers
Personal trust administration
Land Trust, GRAT, ILIT, and other corporate trustee services under asset management

Private Banking Services

Dedicated private banker
Free checking with an overdraft line option
Reimbursement of out-of-network debit cards and fees
Line of credit to smooth cash flow
Residential Mortgages throughout the U.S.
Customized Credit Solutions

Welcome to Wintrust PWC

CONTACT US
PwC Wintrust Wealth Team 844-885-5100 pwcwintrust@wintrust.com 231 S. LaSalle St., 3rd floor Chicago, IL 60604
Bill Lay Senior Vice President 312-291-2938 wlay@wintrust.com	Peter Lynch, CFP^® Client Portfolio Manager 312-291-2909 plynch@wintrust.com	Bonnie Flood Client Service Associate 312-414-3956 bflood@wintrust.com
Joseph Sciaccotta Client Service Associate 312-632-6526 jsciaccotta@wintrust.com	Ronee Greazel Managing Director 312-632-6529 rgreazel@greatlakesadvisors.com	Sean Hipskind Associate Portfolio Manager 312-373-1490 shipskind@greatlakesadvisors.com
Jamie Holmes Senior Vice President & Trust Officer 708-418-2121 jholmes@wintrustwealth.com

PwC Personalized Wealth Management

Investments

Trust

Private Banking Services

Welcome to Wintrust PWC

CONTACT US

PwC Wintrust Wealth Team

Bill Lay

Peter Lynch, CFP®

Bonnie Flood

Joseph Sciaccotta

Ronee Greazel

Sean Hipskind

Jamie Holmes

Peter Lynch, CFP^®