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David M. Bruskin
Senior Vice President, Wayne Hummer Investments

847.615.4070 Direct
800.325.4881 Toll-free
866.299.4105 Fax

Lake Forest - Main

727 North Bank Lane
Lake Forest, Illinois 60045

Highwood-Fort Sheridan

507 Sheridan Road
Highwood, Illinois 60040

 

David Bruskin joined the firm in 2003 and works with high net worth and institutional clients to establish investment policy, design asset allocation strategies, and implement customized solutions. He is located at Lake Forest Bank & Trust and has more than 20 years of experience in the securities industry; 17 of which have been spent serving families in the Lake Forest and Lake Bluff communities. As an investment advisor representative for Wintrust Wealth Management, he is able to provide his clients with brokerage, trust, asset management, and insurance services. Dave currently has over $350 million in capital responsibility, and he sits on Great Lakes Advisor's Investment Committee as well as their Asset Allocation Committee.

The Bruskin Wealth Management team also assists Wintrust Commercial Banking by working with business owners concentrating on the life cycle of wealth accumulation, preservation, and distribution. Dave’s team identifies and analyzes the challenges impacting high net worth individuals, and understands how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

In 2002, Dave attended the Certified Investment Management Analyst Program at The Wharton School, University of Pennsylvania and is a member in good standing of the Investment Management Consultants Association. He received an MBA in Financial Markets from the Illinois Institute of Technology's Stuart School of Business, and earned a bachelor's degree from Michigan State University. Dave holds FINRA Series 7, 63, and 66 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

THE BRUSKIN WEALTH MANAGEMENT TEAM

The Bruskin Group is led by David Bruskin with support from Adam Liebman and Brett Suchy.

 


Jeffrey G. Sweno, MBA
First Vice President, Wayne Hummer Investments

847.482.8480 Direct
877.346.3391 Toll-free
866.420.1827 Fax

West Lake Forest

959 South Waukegan Road
Lake Forest, Illinois 60045

Lake Forest - Main

727 North Bank Lane
Lake Forest, Illinois 60045

Lake Bluff

103 East Scranton Avenue
Lake Bluff, Illinois 60044

North Chicago

1801 Sheridan Road
North Chicago, Illinois 60064

Highland Park - Main

1949 St. Johns Avenue
Highland Park , Illinois 60035

Ravinia

643 Roger Williams Avenue
Highland Park, Illinois 60035

 

Jeffrey Sweno is a Financial Advisor who has been serving the investment needs of clients since 1987 with extensive knowledge of equity securities, portfolio design, asset allocation, and fixed income strategies. Jeff takes pride in delivering a high level of customer service and being accessible when his clients need him most. He takes a team approach in serving his clients, working with specialists in the areas of banking, trust services, asset management, insurance, and estate planning. Jeff provides comprehensive wealth management solutions for high net worth individuals, families, and businesses based on their current needs, future objectives, and tolerance for risk. 

After beginning his career at Merrill Lynch, Jeff was employed at Northern Trust Securities for more than 11 years.

Jeff holds a bachelor’s degree in Finance from the University of Wisconsin (Whitewater) and an MBA from Chaminade University in Honolulu, Hawaii. He holds FINRA Series 7, 63, and 66 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. Jeff and his wife, Marcia, are the parents of three children and reside in Mundelein, Illinois.
 

Jeff is supported by Allison Stewart who is a Registered Financial Associate. Not only does Allison handle all client inquiries, but she also assists in new account openings and day-to-day maintenance. She prides herself on building lasting relationships with clients and holds FINRA Series 7 and 66 Licenses.