Company cofounders Jeff Berman, Sue Oleari, and Paul Tromp have formally announced the launch of Trifecta Capital Advisors, an SEC Registered Investment Advisory firm based in Northbrook, IL. Our independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three principals worked together in the Chicago Wealth Management Region of BMO Private Bank (BMO), which oversaw $6.6B in client assets.

We chose the name Trifecta because it reflects the benefit of combining the skill sets and experiences of the three owners as well as our commitment to three key elements of industry-leading client experience:

• Customized financial and investment advice
• Uncompromising integrity
• Focused advocacy