Romano Wealth Management

Romano Wealth Management

Financial Services Evanston, Illinois, United States 19 employees
Employees
19
Contacts
2
Emails
2
Phones
1

Romano Wealth Management Overview

Headquarters
Evanston, Illinois, United States
Industry
Financial Services
Employees
19
Founded
1962
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Romano Wealth Management

For over 60 years, Romano Wealth Management has provided sound investment management services to our valued clients, supervising over $1 Billion in assets. We’ve been managing your investments—like our investments—since 1962. Nothing hones one’s investment acumen like having your own money on the line, so that’s why we’re co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum–and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we’d use—and do use—in our own portfolios. Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).

Romano Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Romano Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Steve Romano Strategic Consultant, Cep®, Aif®,cka®
Email
Omar Haq Associate at Romano Wealth Management
View
Eric Bederman Chief Operating & Compliance Officer
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Executive 1 1 1
Operations 1 1 0

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