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Phone: (312) 325-2238
David Spieske, Vice President, joined the firm in the Chicago office as a Wealth Advisor in 2013. Prior to joining the firm, David was with Bernstein Global Wealth Management, where he spent four years as a financial adviser. He began his career in investment banking, holding positions at John Nuveen & Co and PaineWebber, Inc. David has also held executive positions at several start-up companies based in the Bay Area of San Francisco. David received a BA from the University of Michigan and an MBA from the Anderson Graduate School of Management at UCLA.
“As a former transaction professional and business executive I’ve developed a keen ability in the context of strategic financial planning that I bring to bear when working with wealthy families, business owners, endowments and foundations. I believe effective communication and a committed team approach are critical in delivering a tailored financial and investment plan reflecting the unique needs and objectives of my private clients.”
—David Spieske, Wealth Advisor
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