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.
Michael is responsible for the firm and its growth. He helps with many sales and operational tasks.
Michael has been in the investment industry for 30 years and the last several years with Monere. He serves on Monere’s Advisory Board. He studied economics at Quincy University and earned his CFS designation from the Institute of Business and Finance.
When, he is not in his office tabulating numbers, Michael enjoys spending time with his family.
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.
Barry joined Monere in 2015. He has been a part of this industry since 1983.
He graduated in 1965 from Northwestern University with a BA degree in psychology
Besides helping his clients with financial needs Barry is an accomplished wildlife photographer. His pictures were featured in several magazines as well as his feature exhibit at Chicago Botanical Gardens.
Peter offers personalized portfolio management tailored to a client's specific goals and objectives by providing unparalleled service…expertise, guidance and discipline in both equity and fixed income investments. He partners with a team of experienced/skilled professionals–– traders, analysts, and support with over 60+ years of experience.
A graduate of University of Denver, Peter has been a part of wealth management industry for over 30 years. He served on Monere’s Board of Directors as its Vice Chairman. Currently he serves on the Advisory Board to the Board of Directors. He also works as an Investment Advisor for his clients carrying on his grandfather and father’s tradition of excellence.
When he is not in the office, Peter enjoys spending time with his family, volunteering for local charities and riding his motorcycle.
Tony has over 50 years of experience in the financial industry and is a former member of the Board of Directors for David A. Noyes & Co. (now Sanctuary Wealth). In July of 2023, Tony moved with the Quirini Wealth Group to Monere Investments, Inc. for a greater focus to maintain a client centered culture. Tony obtained an BS and MBA from the University of Illinois and holds Series 4, Series 7, Series 8, Series 24 and Series 66 licenses as well as real estate and insurance licenses. He is active in his local community and church, where he served on the finance committee and parish council, and presently serves as Financial Advisor. He resides in Kenilworth with his wife and has four adult children.
Steve is a 15-year veteran of the financial industry and joined David A. Noyes & Co. (now Sanctuary Wealth) in 2007. In July of 2023, Steve moved with the Quirini Wealth Group to Monere Investments for a greater focus to maintain a client centered culture. He holds licenses for both the Series 7 and Series 66. Steve earned a BS in Psychology from Loyola University and his MBA in Accounting from Roosevelt University. He resides in Mount Prospect with his wife and son and is an active member of his community and the Anti-Cruelty Society of Chicago. Steve has won the service based Chicago 5 Star Wealth Manager award in 2018, 2020, 2021, 2022 & 2023. Steve also earned the Accredited Investment Fiduciary® designation to carry on the highest standard of loyalty and care for clients. Recently, for the first time in his career, Steve was ranked #115 in the country for Advisor Hub's 200 fastest growing advisors to watch in 2023.
John is a Veteran having over 34 years of experience working on the Municipal Trading Desk.
In his free time, John enjoys sports and spending time with friends and family.
He and his wife live in Chicago's western suburbs.
William is responsible for the firm's retail and institutional fixed income trading.
William has been in the investment industry for over 37 years and He joined Monere in December 2022.
When, he is not in his office filling trade tickets, William enjoys spending time with his family.
Monere Investments, Inc.
20 N. Martingale Road, Suite 450, Schaumburg, Illinois 60173 United States