Citi Personal Wealth Management

Michigan Avenue Wealth Management Group

AT CITI PERSONAL WEALTH MANAGEMENT

Chicago

Alpha Group

Comprehensive planning from a team of professionals

Michigan Avenue Wealth Management is a team of dedicated financial advisors experienced in comprehensive financial planning, retirement planning and investment management. Our specialties are working with high net–worth clients who are either senior executives, near retirement, or non–residents. We take a team–based approach, providing our clients with well–rounded strategies and access to a full spectrum of competencies. We pride ourselves on our high standards of integrity and client service.

 

...providing our clients with well–rounded strategies and access to a full spectrum of competencies.

 

Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.

Here are ways Citi supports your team's commitment to your financial success:

Proven Commitment to Excellence.

The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.

Unquestionable Financial Strength.

We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1

Citi at your service

We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.

Citi's Network of Specialists.

In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.

Award-winning Financial Planning.

Your team has access to industry-leading tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.

Citi Investment Research and Analysis.

Financial Advisors can provide advice and guidance informed by the powerful insight of research analysts across our global organization.

1. 2009 Citigroup Annual Report.

  • Brad Goldberg
    Chicago, IL

    Brad Goldberg AIF®

    Financial Advisor

    Brad Goldberg
    Brad Goldberg AIF® Senior Vice President – Wealth Management
    Financial Planning Specialist
    Senior Financial Advisor
    P (312) 494-2414 · F (312) 822-0172 · E
    539 N. Michigan Ave.
    Chicago, IL 60611
  • Christopher F. Zerbst
    Evanston, IL

    Christopher F. Zerbst AIF®

    Financial Advisor

    Christopher F. Zerbst
    Christopher F. Zerbst AIF® First Vice President – Wealth Management
    Financial Advisor
    P (847) 733-4024 · F (847) 869-7390 · E
    817 Church Street
    Evanston, IL 60201
  • Stephanie O'Hara, AIF
    Chicago, IL

    Stephanie O'Hara, AIF®

    Financial Advisor

    David A. Roth
    Stephanie O'Hara, AIF® Financial Advisor
    P (312)494-2430 (Mon/Tues/Thurs) (847) 640-5262 (Wed/Fri) · F (312) 822-0172 · E
    539 N. Michigan Ave.,
    Chicago, IL 60611 (Mon/Tues/Thurs)
    850 Arlington Heights Rd.,
    Elk Grove Village, IL 60007 (Wed/Fri)

     

     

     

     

     

     

     

     

     

     

     

  • Jenna Kane
    Evanston, IL

    Jenna Kane

    Registered Client Service Associate

    Jenna Kane
    Jenna Kane Registered Client Service Associate
    P (847) 570-5866 · E
    817 Churst Street
    Evanston, IL 60201
  • Robert Osowski
    Chicago, IL

    Robert Osowski

    Client Service Associate

    Robert Osowski
    Robert Osowski Client Service Associate
    P (312) 494-2423 · F (312) 377-3773
    539 N. Michigan Ave.
    Chicago, IL 60611

Markets and economic updates, product information, and financial education to help you stay knowledgeable and informed.

Market Updates
Planning Guides
Financial Education
  • The Roth IRA: Is it Time to Make the Switch?

    Should you stick with a traditional Individual Retirement Account – or should you go for the Roth IRA? Here's a look at the case for converting.

    108kB
  • How to Help Make Your Financial Life Less Taxing

    Sometimes, we suffer big losses because of a market decline. But sometimes, our losses are self–inflicted. Here is a look at how you might defer paying taxes – and when you should consider realizing gains.

    108kB
  • If You're Purchasing a House, Keep These Ten Tips in Mind

    Most of us buy homes so infrequently that we never become experts. What to do? Here are 10 tips for homebuyers.

    130kB
  • Running Up the Score: How to Look Better to Creditors

    It's America's newest status symbol: a lofty credit score. Many people are obsessed with boosting their score, with good reason. Here's how credit scores are calculated – and how you can make yourself look more credit–worthy.

    105kB
  • Mortgaging Your Future: How Much You Can Borrow and What It'll Cost

    Think of it as a numbers game. Before you go hunting for your dream home, you need to decide how much you might reasonably pay. That means figuring out how big a down payment you can afford – and how much you can safely borrow.

    126kB
  • Getting the Kids Educated: Financial Help Is on Its Way

    A college education can be one of life's most expensive goals, ranking right up there with paying for retirement and buying a home. But fortunately, college is also the goal you will likely get the most financial help with.

    114kB
  • The Wellness Checklist

    At Citi Personal Wealth Management, our goal is to help you with your entire financial life. We want you to be well and live well. The Wellness Checklist offers some general guidelines. These guidelines won't be right for everyone. But they should give you a starting point as you look to build a better financial life.

    142kB
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Find a professional who can help address your specific financial needs. Search by name or office location.

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Brad Goldberg AIF® Senior Vice President – Wealth Management
Financial Planning Specialist
Senior Financial Advisor
Email:
Phone: (312) 494-2414
Fax: (312) 822-0172
539 N. Michigan Ave.
Chicago, IL 60611
Get directions
Christopher F. Zerbst AIF® First Vice President – Wealth Management AIF®
Financial Advisor
Email:
Phone: (847) 733-4024
Fax: (847) 869-7390
817 Church Street
Evanston, IL 60201
Get directions
Stephanie O'Hara, AIF® Financial Advisor
Email:
Phone: (312) 494-2430 (Mon/Tues/Thurs) (847) 640-5262 (Wed/Fri)
Fax: (312) 822-0172
539 North Michigan Avenue
Chicago, IL 60611
(Mon/Tues/Thurs)
Get directions

850 Arlington Heights Rd.,
Elk Grove Village, IL 60007
(Wed/Fri)
Get directions
Jenna Kane Registered Client Service Associate
Email:
Phone: (847)570-5866
817 Churst Street
Evanston, IL 60201
Get directions
Robert Osowski Client Service Associate
Phone: (312) 494-2423
Fax: (312) 377-3773
539 N. Michigan Ave.
Chicago, IL 60611
Get directions

Get to know our team. Select a name to learn more about that professional.

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