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Brian A. Pugal, CIMA®, CFP®

Brian A. Pugal, CIMA®, CFP®

Wealth Manager

With extensive experience in asset allocation, portfolio construction, and investment analysis, Brian is responsible for the formation and execution of our investment management process.

As a wealth manager, Brian draws on his experience in investment management and financial planning to help our clients achieve their financial goals.

Brian holds both the Certified Financial PlannerTM Professional and the Certified Investment Management AnalystSM designations, and has an M.B.A. in Finance from Loyola University Chicago.

Brian is a passionate sports fan and resides in Glenview with his wife Toula, and two young children. 

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management Analyst℠,” “Investment Management Consultants Association℠,” and “IMCA.” Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.