Kamiar Vossoughi, CFA, CFP
Managing Director
Address
Hinsdale
114 West First Street
Hinsdale, IL 60521
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
Kamiar oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined the organization in 2018 and has over 19 years of experience in the financial services industry.
Kamiar earned a BA in Economics from Vanderbilt University. He also earned an MBA in Finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst™ .
He is a current Board Member of Metropolitan Family Service. Kamiar has previously served on the Finance Committee of Uhlich Children’s Advantage Network, and was a 2010 Fellow for Leadership Greater Chicago.
Kamiar makes his home in Hinsdale with his wife Sarah, and their son Zander. He enjoys tennis, running and music.
Kamiar earned a BA in Economics from Vanderbilt University. He also earned an MBA in Finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst™ .
He is a current Board Member of Metropolitan Family Service. Kamiar has previously served on the Finance Committee of Uhlich Children’s Advantage Network, and was a 2010 Fellow for Leadership Greater Chicago.
Kamiar makes his home in Hinsdale with his wife Sarah, and their son Zander. He enjoys tennis, running and music.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors
Melissa Covert
Private Wealth Advisor
Call: 630-920-6213
Alex Reo
Private Wealth Advisor
Call: 630-920-6953
Todd Riggin
Private Wealth Advisor
Call: 630-920-6885
Mary Koch
Private Wealth Advisor
Call: 630-920-7037
Jason Lopez
Private Wealth Advisor
Call: 630-920-6240
Amy Bergren
Private Wealth Advisor
Call: 630-920-6225