Joseph R. Schwall Email & Phone Number

Greater Chicago Area

Busey Bank has a fortress balance sheet with $12.21 billion in assets (as of June 30, 2023). Busey Wealth Management is known for its boutique feel with over $11.48 billion in client assets (as of June 30, 2023). At Busey Wealth Management, we have unparalleled experience in devising custom, comprehensive solutions for families and organizations with complex financial needs. Working closely with Busey’s high performing Wealth Advisors and Commercial Bankers, I have the opportunity to provide advice driven financial solutions to facilitate our client’s liquidity, investment management, trust, and personal financial planning needs. • I have 30 plus years of experience working with wealthy individuals and families which allows me to provide advice based on those years of experience, and also allows me to help our clients navigate financial services processes smoothly and seamlessly. • We do not sell our clients on products at Busey, we get to know our clients to better understand their needs and to provide solutions that grow wealth and make our client's lives easier.

Greater Chicago Area

Old National purchased First Midwest in 2022 and after the merger I continued to work with Old National in my same position.High performing Senior Private Banker. Responsible for providing advice driven solutions for prospective and existing clients. Worked with affluent individuals and families to facilitate their banking and liquidity needs. Worked closely with Commercial Bankers to provide seamless services for business owners and executives. As part of high performing teams I provided solutions including asset management, trust and personal financial planning services. • Very comfortable cross-selling all solutions needed by wealthy clients to build share-of-wallet• Strong external networks generated new business opportunities

Greater Chicago Area

High performing Senior Private Banker. Responsible for providing advice driven solutions for prospective and existing clients. Worked with affluent individuals and families to facilitate their banking and liquidity needs. Worked closely with Commercial Bankers to provide seamless services for business owners and executives. Primary Private Banking loan types include Premium Finance loans, lines secured by cash value of life insurance, jumbo home mortgages, lines secured by marketable securities held at our bank or held at outside investment providers, and custom loans (NMLS: 1619412).As part of high performing teams I provided solutions including asset management, trust and personal financial planning services. • Very comfortable cross-selling all solutions needed by wealthy clients to build share-of-wallet• Strong external networks generated new business opportunities

One North Franklin Street, Suite 900, Chicago, Il 60606

Provided advice driven recommendations and solutions for prospective and existing clients. Worked with affluent individuals and families to facilitate their banking and liquidity needs with a primary focus on customized loans including settlement loans, commercial real estate loans, aircraft financing and life insurance premium financing.

NORTHERN TRUST CORPORATION Wealth Management, Managing Director and Senior Vice President, 2005-January 2016Led multidisciplinary teams of experienced portfolio managers, private bankers, trust administrators, and wealth strategists serving high net worth individuals and families. Provided holistic wealth management solutions that included investment management, private banking, wealth transfer strategies, financial consulting, and philanthropic strategies. Overall responsibilities included talent management and development, business line oversight, risk management, and market development. • Managed Wealth Management teams with an intense focus on new business development and corresponding revenue growth, including teams with total annual team revenues of $13 million and assets under management (AUM) of more than $950 million.

Managing Director, Highland Park Financial Center, 2014-2015Launched multidisciplinary advisory team in Highland Park developing investment strategies for high net worth individuals and families. Managed 12 new advisory colleagues and oversaw the expansion and redesign of the office space to accommodate the growth of the team. Grew new investment management business to levels meeting and exceeding goals.

Winnetka

Managing Director, Winnetka Financial Center, 2009-2014Refined leadership skills, with a focus on building camaraderie, while at the same time focusing on accountability. Oversaw team which consistently exceeded new business development goals because we stressed basic blocking and tackling. Strategies included calling on centers of influence including attorneys, accountants and business owners. Other tactics included reviews of current client relationships to expand share of wallet, while focusing on asking our clients to introduce us to their friends and colleagues. Additional focus was given to expanding hidden gem opportunities. Worked with team to mine portfolios for clients with additional potential. Generated numerous new prospects and many big wins. • Won $1.72 million in new investment management fees exceeding sourcing goal by 263% while exceeding new banking loan goal and ending the year ranked number one in the nation in our market segment.

Managing Director, Park Ridge Financial Center, 2005-2009Developed and refined leadership skills, with a focus on building camaraderie. Community involvement was key; joined Lutheran General Hospital Development Board, Have Dreams Autism Awareness Partnership Board, Rotary International, among other organizations. Additional focus was also given to leveraging events to generate new prospects while asking our existing clients to bring guests.

Chicago

Wealth Management, Private Banker 1988-2005Northern Trust Company, primarily at, 50 S. LaSalle Street, Chicago> Attended Northern Trust's extensive commercial credit training program. Refined new business development skills and exceeded annual new business goals, new loan and loan fee goals, and sourced investment management referral goals. Worked with team to provide holistic solutions for clients and prospects.Responsible for providing advice driven recommendations and solutions for prospective and existing clients. Worked with affluent families and their closely-held businesses while helping Chicago area organizations grow and prosper. Types of new loans and fees generated included commercial real estate loans, custom personal loans, custom settlement loans, super jumbo mortgage loans and lines, as well as significant SWAP fees.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Sigma Phi Epsilon, Philanthropy, Fund Raising, Club Hockey, IM Football, Built leadership skills.

Education record