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About
William Proskow was a Partner at Chicago Partners Wealth Advisors, based in Stratham, New Hampshire, where he provided strategic wealth management and investment advisory services to clients. At the firm, he focused on constructing customized portfolios, implementing comprehensive financial strategies, and delivering objective investment advice, leveraging his decades of industry experience.
His professional expertise centered on serving high-net-worth individuals, with an emphasis on diversified asset allocation across equities, fixed income, and alternative investments. Proskow was known for his tailored approach to each client's asset management needs, prioritizing risk management and long-term financial planning.
Proskow's prior roles included serving as a Registered Investment Advisor at W A Proskow, building a career dedicated to client-centric investment guidance. While specific educational credentials are not publicly documented, he was respected in the wealth management industry for his deep expertise, commitment to fiduciary standards, and longstanding service to clients in the financial sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | May 2016 to Present | — |
| W a Proskow | Registered Investment Advisor | Oct 2008 to Present | — |
Skills & Expertise
Others at Chicago Partners Investment Group LLC (10)
| Name | Role | Location |
|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States |
| Partner | Glenview, IL , United States | |
| Partner | Chicago, IL , United States | |
J John Nicholas | Partner | Chicago, IL , United States |
| Partner | Wilmette, IL , United States | |
| Partner | Naples, FL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Winfield, IL , United States | |
S Steve Nelson | Partner | Tampa, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |