Steve Wool

Executive V.P.



A graduate of Harvard University, Steve began his career with Kidder, Peabody where he became the head serial bond trader. He has served in various executive management positions including institutional salesman and sales manager at Kemper Securities, Dain Rauscher and KeyBank Capital Markets.

Steve switched to the asset management side of the business in 2014, becoming a portfolio manager at Eaton Vance TABS. Steve also ran the marketing effort at both C.W. Henderson & Associates in Chicago and Lind Capital Partners in Evanston, where he also oversaw Compliance. Steve has served as an industry representative to the MSRB (Municipal Securities Rulemaking Board).

Steve has volunteered locally in his village of Northfield IL, having coached both travel basketball and baseball in addition to teaching church Sunday school.