Cedar Hill Wealth Management

Our People

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Our People

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Relationship Managers

Amy Bergren

Amy Bergren, CFP®, CPWA®

Managing Director

Amy manages relationships for the firm’s high net worth clients. She provides comprehensive financial advice and solutions to business owners and other high net worth individuals and their families. This includes establishing and monitoring appropriate asset allocations on investment portfolios, cash flow planning, balance sheet maximization strategies, and coordinating professional advice in areas such as estate planning and business succession. Amy began her career in commercial banking at National City Bank in Ohio, and then joined MB Financial Bank’s wealth management group as a client advisor in 2010 after spending ten years in wealth management at JPMorgan Chase in Chicago. She is currently a Managing Director at both MB Financial Bank, N.A. and Cedar Hill.

Amy earned her Bachelor's degree from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor (CPWA®).


Michael D. Blanton, JD, CFA®, CPA

Managing Director

Mike oversees the Private Client Advisory and Private Banking Groups for MB Financial Bank’s Wealth Management Department. In addition, he manages a select portfolio of high net worth client relationships. Mike began his banking career in 1991 and joined MB Financial Bank’s Wealth Management Group in 2007. Prior to joining Cedar Hill, Mike was a Private Banker with Fifth Third Bank/Fifth Third Securities. He is currently a Managing Director at both MB Financial Bank, N.A. and Cedar Hill Associates.

Mike earned his Bachelor’s in Finance from North Central College, his MBA in Finance from DePaul University Kellstadt Graduate School of Business, and his Juris Doctor from DePaul University College of Law. He is a Certified Public Accountant and a CFA® Charterholder. Mike was in the United States Air Force Reserves and is a Desert Storm Veteran. Additionally, he is a member of the American Bar Association, the CFA Society of Chicago, and the Illinois CPA Society.


Larry Brunette

Larry Brunette

Managing Director

Larry works with clients to manage and develop their portfolios in order to help them achieve their financial goals. Larry is responsible for portfolio management, client relationship building, as well as new business development. Prior to joining Cedar Hill, Larry was a Portfolio Manager with Cambium Asset Management where he was responsible for portfolio management and relationship development.

Larry earned his Bachelor’s degree from Upper Iowa University and his MBA with an emphasis in Finance from Lakeland College where he served for nine years as an Adjunct Professor.


Nancy Graham

Nancy Graham, CFP®

Managing Director

Nancy manages relationships for our high net worth clients. She provides comprehensive financial advice and solutions to business owners and other high net worth individuals and their families. Nancy guides clients in establishing and monitoring appropriate asset allocations on investment portfolios, cash flow planning, balance sheet maximization strategies, and coordinating professional advice in areas such as estate planning and business succession. Prior to joining Cedar Hill, Nancy was Executive Vice President of Citibank’s Mortgage Division. Additionally, she served as a Wealth Advisor for BMO Private Bank prior to becoming a Senior Private Client Advisor in MB Financial’s Wealth Management group. She is currently a Managing Director at both MB Financial Bank, N.A. and Cedar Hill.

Nancy earned her Bachelor's degree in Finance and Sociology from Roosevelt University. She is a CERTIFIED FINANCIAL PLANNER™ professional.


Jason Lopez

Jason Lopez, CFP®

Managing Director

Jason manages relationships for high net worth individuals and families, not-for-profit organizations and other entities. He is focused on providing customized solutions for all of his clients which starts by understanding each client’s financial goals and unique circumstances. Jason works with the portfolio management team to construct an appropriate portfolio to maximize the potential for achieving the client's goals. Jason began his career in the Wealth Management Training Program at MB Financial Bank, working with various lines of business such as Private Banking, Investment Management, Personal Trust and Institutional Trust Services. In addition to his role with Cedar Hill, Jason is a Senior Private Client Advisor within MB Financial’s Wealth Management Department.

Jason earned his Bachelor's degree in Finance from Illinois Wesleyan University, and is pursuing his MBA at DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional.


Mary Morrow

Managing Director

Mary works with clients to manage and develop their portfolios in order to help them achieve their financial goals. Mary is responsible for portfolio management and client relationship building, as well as new business development. Prior to joining Cedar Hill, Mary was a First Vice President and Portfolio Manager at SunTrust Bank and Securities and was later an independent advisor with SagePoint Financial where she was responsible for portfolio construction and client communication.

Mary attended Springhill College in Mobile, Alabama before transferring to the University of Wisconsin-Milwaukee.


Chris Mosbarger, CPWA®

Managing Director

Chris manages relationships for business owners and high net worth individuals in order to help them achieve their financial goals. Additionally, he assists clients with estate and financial planning, asset management, retirement solutions and business succession planning. He works closely with clients by listening to their needs, establishing a plan of action and executing that plan. Prior to joining Cedar Hill, Chris was a Senior Vice President with Lake Forest Bank and Trust. He is currently a Managing Director at both MB Financial Bank, N.A. and Cedar Hill Associates.

Chris earned his Bachelor of Arts in Political Science from Lawrence University and his MBA with an emphasis in finance from Northwestern University’s Kellogg School of Management. He is also a Certified Private Wealth Advisor (CPWA®).


Julie Stamper

Managing Director

Julie manages relationships for high net worth individuals, particularly business owners and their families. She is focused on providing comprehensive financial strategies for all of her clients and works closely with them to gain an understanding of their financial goals and unique circumstances. Additionally, Julie works with the portfolio management team to construct an appropriate portfolio to maximize the potential for achieving her client's goals. Prior to joining Cedar Hill, Julie held positions with J.P. Morgan and Bank One Corporation. She is a currently a Managing Director at Cedar Hill as well as a Senior Advisor/Director of Private Banking at MB Financial Bank, N.A.

Julie earned her Bachelor's in Marketing/Management/Economics from the University of St. Francis.

Designations
The Chartered Financial Analyst (CFA®) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA® charterholder candidates must pass each of three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Certified Financial Planner Board of Standards Inc. (CFP®) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Investment Counselor (CIC) is a professional designation for CFAs who work as investment advisers. In order to qualify as a CIC, one must first become a Chartered Financial Analyst, have at least five years of work experience as an investment adviser or a similar field, and work at a member firm of the Investment Adviser Association.

The Certified Private Wealth Advisor (CPWA®) credential is an advanced certification developed by Investment Management Consultants Association® (IMCA®). The CPWA® program was created specifically for financial advisors who work with high net worth clients on the life cycle of wealth: accumulation, preservation, and distribution. To be entitled to the designation, a professional must meet education, examination, experience, and ethics requirements.

Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.