Founder & CEO
My introduction to the financial services industry began more than 40 years ago when I graduated with a BA in Economics from Vanderbilt University. After working for Bank of America in San Francisco for four years, I returned to my hometown of Chicago to attend Northwestern’s Kellogg Graduate School of Management. I then joined Lehman Brothers and helped manage a derivatives business in Sydney, Tokyo and New York before settling in Chicago to focus on corporate bond sales.
After eight years on Wall Street, I decided the best way to serve clients with unbiased, objective advice was to set up an independent Registered Investment Advisory firm. In 1995, I founded EMBREE FINANCIAL Group for the sole purpose of providing trusted advice to individuals and companies.
More than 25 years later, through hard work and with a phenomenal team, EMBREE FINANCIAL oversees $1.7B in assets and provides guidance to a wide range of clients.