Month: April 2023

As one of the founders of Burnham Harbor Private Wealth, Jim brings more than twenty years of experience in providing financial advice and guidance to highly successful families. Previously he worked at Merrill Lynch Wealth Management for 17 years where he led a group of advisors affiliated with The Corrigan Group. Jim has worked closely with affluent individuals and families, helping them simplify the complexities of having significant wealth. Jim earned his Bachelor of Science degree in Finance from the University of Dayton and holds the CERTIFIED FINANCIAL PLANNER^TM certification and the Certified Private Wealth Advisor^® (CPWA^®) designation. 

Jim was named to the Forbes* Best-in-State Wealth Advisors list for both 2022 and 2023. He was also recognized by The Financial Times** as top 400 US Financial Advisors in 2019. Jim lives in Glen Ellyn, IL with his wife, Doreen, their twins Finn and Reese, and youngest daughter Blaire.  

*Forbes “Best-in-State Next-Generation Wealth Advisors 2023 was published on April 4, 2022. Rankings based on data as of June 30, 2022. Forbes “Best-in-State Next-Generation Wealth Advisors 2022 was published on August 3, 2022. Rankings based on data as of March 31, 2022. 

**Financial Times “400 Top Financial Advisers” 2019 was published on April 18, 2019. Rankings based on data as of June 30, 2018. 

David is a managing partner and one of the founders of Burnham Harbor Private Wealth. Before founding Burnham Harbor, he worked at Merrill Lynch for over 16 years. 

With almost two decades of experience, David works with affluent individuals and families in the pursuit of their unique financial goals. He is committed to helping clients achieve peace of mind through our team’s collective insight, wisdom, and the unique perspective  we offer. 

David received his Bachelor of Arts degree in economics from the University of Northern Iowa and a Master of Arts in finance from École Supérieure de Commerce de Rennes in Rennes, France. He holds the Chartered Financial Analyst® (CFA®) designation and is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

David resides in the Bucktown neighborhood of Chicago with his wife, Adrienne.

Before founding Burnham Harbor Private Wealth, Sean helped families imagine, design and implement financial plans at Merrill Lynch Wealth Management for 16 years, and at Morgan Stanley before that. Sean has worked with high net-worth families and their tax and legal professionals, helping integrate their financial and estate plans. Sean earned his Bachelor’s degree in Accountancy from Miami University and his Master’s of Science in Accounting from The University of Illinois at Chicago. Additionally, he holds the CERTIFIED FINANCIAL PLANNER^TM certification, the Certified Private Wealth Advisor^® (CPWA^®) designation, and the Sports & Entertainment Wealth Management Advisor (SE-AWMA^SM) Accreditation.

Sean and his wife Julie live in Chicago with their children, Marty, Ellie, and Danny. 

Ken has been in the securities business since 1966. As one of the founders of Burnham Harbor Private Wealth, Ken brings a wealth of experience as a securities analyst, institutional portfolio manager, institutional equity salesman, and since 1985, a financial advisor to high-net-worth families. He is a graduate of the University of Illinois with a B.A. in Economics (1965) and an M.A. in Quantitative Economics (1966) and holds the Chartered Financial Analyst (CFA) designation. 

Ken and his wife Betty split their time between Chicago and Lake Geneva. 

Cindy provides administrative support, assists with day-to-day client requests, and helps oversee general office management. She handles all service-related matters with personal care and first-class service. Prior to joining Burnham Harbor Private Wealth, Cindy served as a Client Associate at Merrill Lynch for 27 years. 

She and her husband Mitch currently live in Chesterton, Indiana not too far from their son Zack. She enjoys long bike rides and hiking in the dunes with her family. Her passion is also making meals for the Ronald McDonald House and volunteering her time in her community. 

Basel provides investment management and brokerage-related requests with extreme care as well as administrative support. Basel graduated from The University of Illinois at Chicago with a B.S. in Finance and a minor in Economics. He joined Burnham Harbor Private Wealth after 4 years at Merrill Lynch. He lives in Palos Hills, IL, and enjoys traveling, biking and going on long runs.