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Welcome to Byline Wealth Management.

As the largest community bank in Chicago with assets under $10 billion, we’re big enough to get you results, while small enough to know you by name.

When we acquired Evanston-based First Bank & Trust, we not only grew but we added some of the most talented commercial and investment professionals in the industry.

Come talk to us and discover for yourself.

Contact A Wealth Advisor

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Investment management services that deliver.

When it comes to your legacy, experience matters.

That’s why many Chicagoland families, businesses and nonprofits have trusted our knowledgeable, local team of investment advisors with their financial future.

After learning your preferences and comfort level, we’ll create a tailored plan for you that can cover:

  • Portfolio management
  • Individual retirement accounts (IRAs)
  • Business owner services
  • Custody services
  • Wealth transfer
  • And more

Angela Hart, J.D., CFP®

Executive Vice PresidentHead of Wealth Management and Trust

Taylor Champion, CFA, CFP®

Vice PresidentSenior Portfolio Manager

Charles (Chuck) R. Dickson, CFP®

Vice PresidentPortfolio Manager

Tim Keefe

Vice PresidentWealth Management Officer

Michael Saetre, CFA, CFP®

Vice PresidentPortfolio Manager

Comprehensive trust and estate planning, and everything in between.

Is a trust right for you? With deep expertise in a wide range of fiduciary services, our team will work with you to understand your family situation and make the right recommendations.

Establishing a trust can offer you and your family many benefits, including:

  • Distribution of assets the way you’ve chosen
  • Avoiding probate
  • No day-to-day administrative duties (directed trustee)
  • Reducing tax implications with charitable trusts
  • Efficient estate settlement
  • And more
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Jovan Ceprnich, CSOP

Trust Operations Officer

Oralia Martinez

Trust Officer
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Financial Planning & Retirement

Our Certified Financial Planners (CFPs) offer unbiased advice that ensures you’re set up to achieve your goals, based on your current net worth, tax liabilities, asset allocation, and future retirement and estate objectives.

Whether you’re saving for a new home or planning your retirement, we’ll work together to meet your short- and long-term objectives.