Conseillers, Coachs, Amis. NorthRock Partners.

With over 12 years of private wealth management advisory experience, Anthony successfully counsels and advises clients while delivering a Personal Office^® experience. Anthony is motivated through his client relationships and strives to build a platform for ongoing comprehensive and customized advice as his clients’ needs change and grow.

With over 16 years of private client advisory experience, Chad is inspired each day by the opportunity to deepen client relationships from the center of their financial lives. Chad delivers comprehensive advice while helping clients navigate complex planning decisions and ensuring their values and financial priorities remain aligned.

Integrating over 16 years of private wealth management advisory experience, Chris serves as a trusted advisor to affluent clients, helping them navigate complex and comprehensive planning decisions and harmonize their financial lives. With a commitment to developing meaningful relationships, he is inspired by helping clients align their values, priorities and goals to make clear, educated financial decisions.

Integrating over 16 years of private wealth management advisory experience, Todd is responsible for driving strategic growth and implementing the Personal Office^® experience for his clients. A member of the full-service NorthRock Partners Chicago team, Todd supports Fortune 500 corporate executives nationwide as well as partnering with entrepreneurs and families to help them achieve their personal and financial goals.

With more than 5 years of experience in finance and client service, Abby manages the coordination and execution of NorthRock’s Social Impact strategy. Abby leads the day-to-day operational and framework development by partnering with teams across the organization.

With 15 years of experience in client satisfaction, Amy is responsible for prompt client response and execution of client related initiatives. Amy manages client interaction and coordination of client communication, client scheduling, client account management and professional services.

With over 16 years of experience in accounting and finance, Beth manages the day-to-day accounting responsibilities that support the firm’s corporate commitment to financial management and financial reporting.

With a strong focus on delivering client service, Beth works alongside our Client Service and Advisor teams to deliver a world-class customer experience by developing internal processes, technology training and alignment across all departments.

With over 18 years of experience in leading investment research and strategic direction, Brent is a holder of the right to use the Chartered Financial Analyst^® designation. He leads the firm’s investment team in researching and implementing asset allocation, researching and selecting investments, directing trading activities and managing portfolios.

Incorporating over 12 years of comprehensive advice experience, Brent continues to counsel and advise clients in nearly every aspect of their personal lifestyle and professional career. Whether he’s offering guidance on financial planning to a professional athlete or coaching an executive through a material career change, Brent has developed a reputation for impacting the lives of his clients and their family members.

With over 5 years of client service experience, Brian is responsible for prompt client response and client satisfaction. Brian manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

Leveraging over 20 years of relationship management experience, Brian continues to be a trusted advisor to his growing national client base. With a focus on coaching high-performing individuals, Brian partners with executives and professional athletes to identify household goals and accumulate necessary wealth.

Brittany is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Brittany drives portfolio reporting and data integrity for client meetings.

Chelsea assists in the management of full-service banking relationships and coordination of personal financial management on behalf of affluent clients. She facilitates client cash flow analysis, client bill pay and client banking services.

With over 5 years of experience driving excellence in operations and client experience, Christina is responsible for prompt client response and client satisfaction. Christina manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

As a Certified Financial Planner^® professional with 10 years in the financial services industry, Dan is responsible for providing prompt client advice and client satisfaction. Dan manages the synchrony and coordination of supporting affluent and high-performing executives. Dan approaches client service with a desire to best understand client short-term needs and long-term goals.

Bringing over 25 years of practice on tax, business and succession planning, David provides support for multi-generational businesses, families and entrepreneurs. In his multi-disciplined role, David drives the success of a Personal Office^® experience for clients through strategic advice and trusted relationships.

Integrating more than 20 years of industry knowledge and experience into his role, Donny supports Fortune 500 corporate executives, entrepreneurs and family office clients of NorthRock Partners. During his tenure with the firm, Donny has been responsible for driving strategic growth and innovation of the firm’s Client Service division to create a leading RIA business model.

With 10 years of experience driving excellence in operations and client experience, Elliot is responsible for prompt client response and client satisfaction. Elliot manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

With over 10 years of experience in finance and banking services, Erin delivers comprehensive lifestyle and professional advice to individuals and their family members. With a focus on strategic planning and the integration of comprehensive services, Erin creates an unforgettable client experience.

With 5 years in client service experience, Erin is responsible for prompt client response and client satisfaction. Erin manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

As a Certified Public Accountant and a Certified Financial Planner^® professional with over 18 years of experience in comprehensive tax and financial planning, Heather provides sophisticated solutions to clients. Heather drives a comprehensive partnership between tax services, client and Personal Office^® Advisor by working in synchrony to integrate tax expertise with client goals week after week.

Implementing over 10 years of accounting and client administration, Heather is responsible for coordinating administrative operations within the tax services division of NorthRock Partners. With an emphasis on strong client communication to ensure prompt response and resolution, Heather has a reputation for driving process execution.

Starting as an intern in the Operations department, Hunter has held multiple positions within the organization from Operations Associate, to Investment Associate, and now, most recently, he serves as a Project Manager within the Technology and Operations team. Hunter is responsible for overseeing and reporting on all of the firm’s projects meant to affect positive change in the client and employee experience.

With several years of experience driving excellence in operations and client experience, Jack is responsible for prompt client response and client satisfaction. Jack manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

With several years of experience driving excellence in operations and client experience, Jake is responsible for prompt client response and client satisfaction. Jake manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

With 15 years of focus in the financial industry, Jana is responsible for prompt client response and client satisfaction. Jana manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

Integrating over 5 years of advice coaching and lifestyle management, Jed serves as trusted counsel to executives looking to further cultivate their careers. With a focus on navigating executive compensation and benefits, Jed partners with clients to provide strategic guidance on complex lifestyle matters and critical career decisions to ensure clients have a personalized approach for continued success.

With more than 30 years of experience as a financial advisor, Jim delivers the Personal Office^® experience to corporate executives, business owners, families and nonprofit entities. Jim is a sought after speaker and has made numerous appearances on local and national media including CNBC, Wall Street Journal, Forbes, WCCO, KARE, FOX, and Star Tribune.

Jordan is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Jordan drives portfolio reporting and data integrity for client meetings.

With 15 years of client experience in the financial industry, Josh is responsible for prompt client response and client satisfaction. Josh manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

With over 29 years of client experience and advising in financial services, Joy is responsible for prompt client advice and client satisfaction. Joy manages the synchrony and coordination of supporting affluent and high-performing executives, while providing trusted advice to clients.

With 10 years of client experience in the financial industry, Kendal is responsible for prompt client response and client satisfaction. Kendal manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

With over 23 years in operations and client experience, Kristin is responsible for prompt client advice and client satisfaction. Kristin manages the synchrony and coordination of supporting affluent and high-performing executives. Kristin approaches client service with a desire to best understand client short-term needs and long-term goals.

With over 17 years of experience, Lori is responsible for investment research, client investment management, monitoring portfolio allocations and account rebalancing.

As a Certified Public Accountant with over 11 years of experience in public accounting, Mark provides planning and projection guidance to ensure clients are continuously aware of tax opportunities. Mark drives a comprehensive partnership between tax services, client and Personal Office^® Advisor by working in synchrony to integrate tax expertise with client goals week after week.

Culminating over 27 years of senior executive leadership, Matt is responsible for driving the strategic vision and direction of client tax services. Having an expert understanding of complex tax planning and tax preparation for both individuals and businesses, Matt drives a seamless client experience.

Leveraging over 15 years of accounting, banking and client service experience, Pam is responsible for managing full-service banking relationships on behalf of affluent clients and leading personal financial management. She directs department execution of client cash flow analysis, client bill pay and client banking services.

As a tax specialist with over 12 years of financial planning and tax accounting experience, Paul manages the administration of client tax preparation and tax filing for both individuals and business entities.

With over 15 years of experience in the financial service industry, Pete brings a passion and commitment to serving clients by navigating complex financial issues in a manner that’s relevant to them and with an approach that’s customized to their respective needs.

Bringing more than 25 years of industry leadership and executive management experience to his role with the company, Rob manages corporate direction and strategy at NorthRock Partners. With a focus on driving a Personal Office^® experience for every client, Rob continues to build a growing company that serves an exceptional client list of hedge fund managers, entrepreneurs, athletes, Fortune 500 corporate executives and multi-generational families from coast to coast.

Integrating over 12 years of legal counsel and financial planning experience, Sam drives client strategy and implementation of estate planning. As General Counsel, he is responsible for leading senior management with effective advice on corporate strategic legal initiatives.

Leveraging over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in retirement, estate planning, insurance and investments to affluent clients.

Applying over 10 years of finance and operations management, Steve is responsible for executing the strategic agenda of the Office of the President ensuring alignment in each of NorthRock’s offices and across all lines of business. Steve focuses on M&A due diligence, business development, operational efficiencies between departments and elevating NorthRock’s experience-based Personal Office^® approach.

Incorporating over 10 years of experience in financial and trust services, Steven provides support for the Estate Planning team, driving active collaboration and allowing for seamless client experience. As a Certified Trust and Fiduciary Advisor, Steven cultivates meaningful relationships with clients while helping them navigate their personal and professional goals.

After an impressive 18 year career in the NBA that included four NBA titles, six All-Star selections and a 2007 NBA Finals MVP, Tony leads NorthRock’s emerging Sports, Artists and Entertainment division. Tony works alongside NorthRock’s advisory team that consults professional athletes, artists and entertainers to create long-term, comprehensive strategies while providing services to manage unique and complex lifestyles.

Taylor is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Taylor drives portfolio reporting and data integrity for client meetings.

As a tax specialist with over 5 years of tax accounting experience, Grant manages the administration of client tax preparation and tax filing for both individuals and business entities.

With over 20 years of experience conducting research and due diligence on investment managers, Mark is a Senior Investment Analyst on the Investments team. Mark is a holder of the right to use the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst® designations. He is responsible for researching and selecting investments, asset allocation guidance, and portfolio management.

Leveraging over 20 years of public accounting experience, Jason is responsible for driving corporate financial discipline and financial reporting across the company to guide accelerated growth and strategic direction.

Donna is responsible for prompt client response, client scheduling, and managing the client experience.

Leveraging over 15 years of experience in the financial services and legal industries, Chrissy guides an experienced team of client service professionals in creating an industry-leading Personal Office^® experience. She drives forward-leaning insight to lead organizational initiatives that drive innovation and world-class service.

As our Vice President of Advisor Growth and Development Craig leads our Advisory team. With over twenty-five years in the wealth management industry in a variety of leadership roles, Craig brings a strong focus on an outstanding experience and creating long term comprehensive strategies tailored to the unique circumstances of our clients.

Jacob is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Jacob drives portfolio reporting and data integrity for client meetings.

With nearly two decades of experience supporting C-level executives, Kristina is uniquely positioned as a primary gatekeeper, problem solver, and administrator to support execution and create strong lines of communication between the CEO and other parties. As a right-hand partner to the Chief of Staff, Kristina serves as an extension of the CEO office.

As NorthRock Partners’ Office Manager, Rebecka is responsible for day-to-day administrative functions and is committed to making our clients and guests have a world class experience visiting our offices. She integrates her 14 years of full-time army service in logistics to ensure synchrony in operations across all our office locations. The wealth of knowledge and customer service that she has acquired through entrepreneurial skills and a tenured military career, equips NorthRock Partners to deliver a client experience like no other.

With nearly 5 years of experience conducting research and due diligence on investment managers, Will is an Analyst on the Investment team. Will is a holder of the right to use the Chartered Financial Analyst®. He is responsible for investment research, client investment management, monitoring portfolio allocations, and account rebalancing.

With three decades of experience as an executive, entrepreneur and investor, Sean personifies NorthRock’s experience-based Personal Office^® approach. As Chair of NorthRock’s Executive Leadership Committee, he is responsible for all Investment Management, Finance, M&A, People/Talent, Legal, IT and Operations in each of NorthRock’s offices and across all lines of business.

Previously, Sean worked in the field of equity investments in human capital — joining Fantex prior to completion the first-ever IPO of a tracking stock tied to athlete earnings and, later, as leader of X¹⁰ Capital Management’s advisory-driven Athlete 360° Program. A long-time entrepreneur in Silicon Valley, Sean has a successful track record in both the smart device and personal care sectors. These entrepreneurial and investment experiences followed his tenure as the executive in charge of Guthy|Renker’s global front-end operations. At NorthRock, Sean seeks to marry the fluid organizational intelligence required in a startup environment with larger corporate operational excellence to amplify our unique wealth-management businesses.

Partnering with the Director of Operations, Steph oversees execution of the priorities of the Group President, ensuring NorthRock's objectives are communicated clearly, are thoroughly resourced and on track globally. As part of these responsibilities, Steph is responsible for the execution and follow up of all firm strategic planning functions — including Executive Board, Partner, and Leadership Committee sessions. Applying her deep experience in organizational design, client management, people operations, and process improvement, Steph leads the Office of the President in managing the corporate agenda based on the mandates of leadership and ensuring each department is in alignment with company priorities and values.

Colton is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Colton drives portfolio reporting and data integrity for client meetings.

Said is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Said drives portfolio reporting and data integrity for client meetings.

Keaton is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Keaton drives portfolio reporting and data integrity for client meetings.

With more than 15 years of experience in corporate social responsibility and philanthropy initiatives, Emily plays a vital role in helping NorthRock expand our legacy commitment to social and corporate impact. With a focus on community impact and investment, Emily collaborates with clients to help them envision, develop and achieve their philanthropic goals.

As the Chief of Staff at NorthRock Partners, Nicole Sullivan serves as a strategic advisor and counselor to the CEO and oversees executive office functioning. In partnership with the CEO and President, Nicole focuses on aligning systems with people and empowering leaders to achieve strategic and business goals. Nicole brings over 13 years of executive coaching and operational consulting experience to the position.

As NorthRock's CCO and CCLO, Jeff brings over 20 years of experience strengthening the legal, compliance and risk management functions of investment advisers, broker-dealers, and investment vehicles. With experience in securities and investments, having worked as a business and compliance attorney and a corporate executive, Jeff spearheads NorthRock's risk mitigation efforts.

With several years driving excellence in operations and client experience, Jenni is responsible for prompt client response and client satisfaction. Jenni manages the coordination of client communication, client scheduling and professional services.

Diana brings over a decade of high-net-worth estate planning experience to NorthRock's Estate Planning team. Although Diana is highly skilled at creating complex and comprehensive estate plans, her true gift is her ability to bring simplicity and support to the estate planning process. Diana enjoys working with clients in all stages of life to provide the Personal Office^® experience.

As a Certified Financial Planner™ professional with over 10 years in the financial services industry, Dylan is responsible for providing prompt client advice and client satisfaction. He manages the synchrony and coordination of supporting affluent, high-performing executives and athletes. Dylan approaches client service with a desire to best understand client short-term needs and long-term goals.

As a Certified Public Accountant with over 15 years of experience in public accounting and financial services tax planning, Sarah provides strategic tax planning opportunities to clients. Sarah drives a comprehensive partnership between tax services, client and Personal Office^® Advisor by working in synchrony to integrate tax expertise with client goals week after week.

As a Certified Public Accountant with over 3 years of financial planning and tax accounting experience, Krista manages the administration of client tax preparation and tax filing for both individuals and business entities.

With 3 years of experience in the financial services and banking industry, Son is an Associate on the Investment Team. He is responsible for investment research, client investment management, monitoring portfolio allocations, and account rebalancing.

Having studied graphic design and working in the communications and advertising industry for 10 years, Kellee plays a vital role as designer and keeper of NorthRock's graphic standards and the visual expression of our brands.

With nearly 10 years of experience in the marketing industry, Jessica partners with creative teams in the formation of print and digital marketing campaigns to nurture existing brands and build new ones from the ground up, powered by client centric strategies.

John is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, John drives portfolio reporting and data integrity for client meetings.

Utilizing over twenty years of experience in Tax and Financial Planning, Peter assists with administrative operations within the tax services division of NorthRock Partners.

With over 10 years of IT experience, Marc continuously identifies areas of opportunity for technology growth, adoption and alignment for all departments based off the reported ticketing data and advisor team feedback. Marc oversees all IT help-desk related issues for our growing firm at multiple locations and manages numerous IT vendor relationships.

As a Certified Public Accountant with over 9 years of experience in public accounting, Conner has experience in US domestic and expatriate taxation complexities. Conner manages the tax preparation and filing for both individuals and business entities.

With several years of experience driving excellence in operations and client experience, Jacob is responsible for prompt client response and client satisfaction. Jacob manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

Michael is responsible for managing aspects of NorthRock’s most strategic, complex, and high value projects influencing company operations, client service, and planning advice. On a regular basis, Michael evaluates the business processes and department needs to maximize the functions effectiveness and efficiency.

Nick is responsible for investment research, client investment management, monitoring portfolio allocations and account rebalancing.

Will is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Will drives portfolio reporting and data integrity for client meetings.

Lizzy is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Lizzy drives portfolio reporting and data integrity for client meetings.

Encompassing nearly a decade of multifaceted accounting experience, Vanessa is responsible for our client small business accounting needs.

Kal is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Kal drives portfolio reporting and data integrity for client meetings.

Mike serves as a software developer and platform administrator. Bringing nearly three decades of experience in higher education and research, Mike is a proponent of continuous learning and comes with a broad knowledge and application of technology.

Caitlin has nearly 15 years of experience developing customized estate, tax, business succession, and charitable planning for high-net-worth individuals and families. She works with NorthRock clients to create plans and explore strategies to accomplish their estate planning objectives within the framework of federal and state income and transfer tax laws. By providing straightforward, concise explanations of estate planning laws and options, she empowers clients to make decisions and feel confident in the plans they put in place.

With over a decade of experience supporting C-Suite executives, Danielle provides high level strategic and administrative support to the Office of the President, navigating complex scheduling and travel management, communications, event, and project management. She works in partnership with the President and his team to ensure the office runs smoothly, serving as a bridge between other departments, and acting as a gatekeeper to the President’s schedule, protecting the prioritization of firm initiatives.

With an eight year background in house management, personal assistant and personal chef, Erin brings unique skills to the NorthRock team and executive office. She is dedicated to making everyone’s day-to-day life more efficient by having strong time management, organization and communication skills.

Marie is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Marie drives portfolio reporting and data integrity for client meetings.

Incorporating seven years of experience in communications, project coordination, and administration, Cat utilizes her love of detail management to support the Chief of Staff and assist the Executive Office team by managing project workflow.

As Chief Financial Officer of NorthRock Partners, Sumit is responsible for managing the critical financial systems of the business as well as informing strategic and management decisions across all offices and lines of business.

With over 25 years of experience, Sumit's previous roles span portfolio management, investment advisory, institutional relationship management and investment banking at firms including JP Morgan, UBS, Raymond James, Susquehanna International Group and Merrill Lynch. He has earned an MBA from the University of Michigan and a BA with Honors in Economics from the University of Texas at Austin. Sumit holds investment banking, brokerage, M&A and investment advisory securities licenses as well as a Certificate in Financial Technology from Harvard University.

Bringing over a decade of educational technology and curriculum design knowledge, Patrick manages the firm's learning and development. Patrick is responsible for ensuring that all systems work in unison, analyzing program proficiency and overall staff learning and growth.

Leah is responsible for expanding NorthRock’s legacy commitment to philanthropy. By partnering across the organization and with clients, Leah supports effective and impactful giving solutions, enhancing the communities in which we live.

With 13 years of experience in financial services specializing in client experience, Shauna is responsible for prompt client response and client satisfaction. Shauna manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.

Bob brings 20+ years in IT with him to NorthRock Partners. He is a technical leader, IT generalist with a passion for people and development of IT planning and strategy. He brings strong collaboration and vendor management and contract negotiation skills as well as empowers winning technology teams.

Natalie is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Natalie drives portfolio reporting and data integrity for client meetings.

With several years of experience driving excellence in operations and client experience, Madeline is responsible for prompt client response and client satisfaction. Madeline manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

With over 30 years of experience in office administration and customer service, Char offers NorthRock clients confidentiality, professionalism, and expertise. She is responsible for prompt client response and execution of client related initiatives. Working in the Alexandria office, Char will greet you with a warm welcome upon your arrival.

With over 17 years in the Insurance Industry and 6 years as a Financial Advisor, Linda is responsible for prompt client response and client satisfaction. Linda manages the synchrony and coordination of supporting affluent clients. Linda approaches client service with a desire to best understand client short-term needs and long-term goals.

Katie is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Katie drives portfolio reporting and data integrity for client meetings.

As a Financial Analyst, Charlie is responsible for planning, modeling and analysis across all offices and lines of business. Additionally, Charlie assists the Controller with budgeting and reporting; and the CFO with company-wide strategic initiatives.

Charlie’s previous roles span capital advisory, consulting, corporate finance and portfolio management.

Working with professional athletes for the last 12 years, Lucas brings his global network and business management experience to the NRX team. As Director, Athlete Management & Relations NRX, he will be responsible of client management, relationship with sport institutions and coordination with other athlete’s local or international professional services.

Before joining the firm, Lucas ran his own company, Management 4 Athletes LLC — an international focused business management boutique, serving non-American basketball and soccer players in the US. With a marketing and sports focus, Lucas has successfully advised and participated in multiple investments, including elite training facilities in Europe - Next MVP LLC, or sports digital content and gaming platform – Take Over LLC.

Lucas will be one of the international connections between US and the rest of the world that NRX is implementing to better serve our clients with worldwide impact and business.