Chicago (headquarters)

Address: 1101 W. Lake Street, 1st Floor, Chicago, IL 60607   Tel: 312.940.3684   Fax: 312.264.0087

About Us

Joshua D. Rogers
Founder & Chief Executive Officer

David C. Hock
Chief Operating Officer & Financial Operations Principal

Bob Chung
Chief Compliance Officer & General Counsel

Tim Snodgrass
Senior Vice President, Business Development

Heidi Flanagan
Director of Operations

Maggie Carter
Assistant Director of Operations
Wealth Advisor

Jennifer Nelson
Commissions and Licensing

Andrew Abrams
Investment Banker

Jack Burk
Partner, Wealth Advisor

John Ferrick
Wealth Advisor

Mike Kelley
Wealth Advisor

Paul Majerus
Wealth Advisor

Eli Spiro
Investment Banker

Wolfgang Suess
Wealth Advisor

Arete Wealth Management is the financial investment entity within the Arete family of companies. Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firms. The company offers wealth management for high-net worth individuals and institutions, alternative investment access, venture capital and private equity programs. Headquartered in Chicago, the firm’s wealth investing products and services are offered through more than 25 offices and over 130 registered advisors nationwide.

  • Broker-Dealer and Registered Investment Advisor services
  • Wealth Planning
  • Investment Banking
  • Asset Management
  • Marketing & Consulting
  • Lifestyle Services