Andrew is responsible for overall operations and compliance program of the firm in addition to overseeing IT and back office.
Andrew has been in this industry for over 20 years and the last knowledgeable 17 years in various management positions. He serves on Monere’s Board of Directors. He serves on FINRA CE committee. Andrew earned M.A. degree from NEIU, B.A. at University of Toronto and a Teaching Certificate from Old Dominion University. He serves on several industry committees.
When he is not in the office, Andrew enjoys spending time with his family hiking, camping and traveling. He is also involved in local community teaching recent immigrants life and language skills. .
Art is our Chief Financial Officer and in that capacity focuses on the internal and external financial aspects of Monere. His duties include the preparation of all financial statements and necessary underlying records and interaction with various regulatory authorities and the external auditors.
Art is a Certified Public Accountant with extensive public accounting experience. He has also served as the Chief Financial Officer for several General Securities Firms and a large Options Trading Firm. He has a B.S in Accounting from the University of Illinois and a MBA from DePaul University.
In his free time, Art enjoys golf and working out. He resides in the western suburbs of Chicago with his wife.
John is responsible for the firm and its growth. He helps with many sales and operational tasks.
John has been in the investment industry for over 50 years and the last 40 years in various management and leadership positions. He serves on Monere’s Board of Directors. John was born in Michigan and moved to Chicago to attend De Paul University.
When, he is not in his office tabulating numbers, John enjoys spending time with his family and volunteers at his church.
Anthony offers personalized portfolio management. His approach includes all aspects of financial planning tailored to client specific needs and goals.
A graduate of The University of Illinois at Chicago, BS in Architecture and an MBA, Anthony has close to 30 years of fixed income trading experience in municipals, corporates, agencies, CMO’s and governments as well as extensive portfolio management experience.
When he is not in the office, Anthony enjoys spending time working on
DIY projects with his wife and three children.
Tom is involved with the firm’s management, he also manages assets for his clients. He specializes in assisting both individual and corporate clients in creating long-term, tailored financial plans and portfolios. He uses his long term investment experience to pick the best suited investments.
Tom has served clients with investment and financial planning needs for 40 years. He earned a B. S. in Business at Bradley University, carries multiple securities licenses and has served on NYSE/FINRA regulatory advisory and arbitration panels.
In his free time, Tom enjoys cooking, culinary shows and exploring new restaurants. He and his wife live in River Forest, IL.