Managing Director & Head of Chicago Office
Gary is a Managing Director and Head of the Chicago Office for Angeles Wealth Management and Head of Fiduciary Services. Gary has expertise advising high net worth individuals and families in all multifaceted aspects of their wealth with an understanding of the complex decisions facing those individuals. He advises clients with estate planning, business succession planning, pre-transactional planning, concentrated position management, wealth transfer strategies, family governance, risk management, and ensuring philanthropic goals have maximum impact. Prior to joining Angeles Wealth, Gary led Metropolitan Capital Bank’s Family Office Services and Wealth Consulting group. Gary achieved an LLM in taxation from Northwestern University. He earned a J.D. from University of Illinois College of Law, graduating Cum Laude with Honors. He received a B.A. in political philosophy from James Madison College of Michigan State University graduating with Honors and as a member of the Honors College. Gary serves as the Board President of Near North Montessori School and served on the finance committee of Windy City Habitat for Humanity.