At Dearborn Partners, we believe that exceptional wealth management starts with an exceptional team. Our professionals are the cornerstone of our commitment to providing tailored financial solutions and fostering lasting partnerships with our clients. Each member brings a wealth of experience, deep expertise, and a client-centric approach to help you navigate the complexities of wealth management and achieve your financial goals. Get to know the dedicated individuals who make Dearborn Partners a trusted name in wealth management.
Leadership Team
Michael B. Andelman, Managing Director at Dearborn Partners
Michael B. Andelman
Managing Director
Michael B. Andelman serves as a Managing Director and co-portfolio manager for Dearborn Partners’ Rising Dividend strategies. His expertise lies in equity research within the Healthcare and Technology sectors, focusing on identifying companies with consistent dividend growth. Since joining Dearborn Partners in 2004 and becoming a partner in 2010, Michael has played a crucial role in shaping the firm’s investment strategies. Prior to Dearborn, he honed his skills at MPI Investment Management and First Trust Advisors, LP.
Education: Boston University, B.S.B.A. Finance
Contact: [email protected]
Carol M. Lippman, CFA, Managing Director and Portfolio Strategist at Dearborn Partners
Carol M. Lippman, CFA
Managing Director
Carol M. Lippman, CFA, is a Managing Director at Dearborn Partners, bringing over three decades of investment management expertise. She spearheads Dearborn Partners’ Core Rising Dividend Portfolio and High & Rising Dividend Portfolio strategies, adhering to her well-established Rising Dividend philosophy. Carol joined Dearborn Partners as a partner in 2011 from Wells Fargo Advisors, after a distinguished career with A.G. Edwards and its successor firms. Her leadership extends to the financial community as a past president and board member of the St. Louis Society of Financial Analysts and a member of the CFA Institute.
Education: Northwestern University, B.S. English
Contact: [email protected]
John V. Celentani, CFP CPWA, Managing Director of Private Wealth Management at Dearborn Partners
John V. Celentani, CFP®, CPWA®
Managing Director
John V. Celentani, CFP®, CPWA®, is a Managing Director who leads Dearborn Partners’ Private Wealth Management practice. He is dedicated to providing exceptional client service and tailored financial advice to high-net-worth individuals and families. John’s expertise is underscored by his Certified Private Wealth Advisor® designation, which is reserved for advisors specializing in clients with substantial net worth. Before joining Dearborn Partners in 2015, John served as Vice President in the Wealth Strategies group of Northern Trust for eight years.
Education: Northwestern University, B.S. Journalism
Contact: [email protected]
Calvin J. Pedersen, CFA, Managing Director of Institutional Business at Dearborn Partners
Calvin J. Pedersen, CFA
Managing Director
Calvin J. Pedersen, CFA, a Managing Director at Dearborn Partners, leads the firm’s institutional business development and client service. With over 30 years of experience in investment management, Cal brings extensive leadership and strategic expertise. Prior to joining Dearborn Partners, he was Chairman and CEO of Duff & Phelps Investment Management Co. and held key positions at First Chicago Investment Advisors. His deep understanding of institutional investment needs is invaluable to Dearborn Partners’ clients.
Education: DePaul University, M.B.A., Wheaton College, B.S. Business Administration
Contact: [email protected]
Portfolio Management Team
Peter J. Deakos, CFA, Portfolio Manager for Rising Dividend Strategies at Dearborn Partners
Peter J. Deakos, CFA
Portfolio Manager
Peter J. Deakos, CFA, is a Portfolio Manager at Dearborn Partners, contributing his 25+ years of investment experience to the Rising Dividend strategies. His proven track record includes co-managing a portfolio at Wells Fargo Advisors that reached over $3 billion in assets under management within three years. Peter’s background encompasses wealth and trust portfolio management and in-depth equity analysis gained at Wells Fargo and A.G. Edwards. He earned his CFA designation in 2005, demonstrating his commitment to investment excellence.
Education: Saint Louis University, B.S. Finance, M.B.A.
Contact: [email protected]
Luke Knecht, CFA, Portfolio Manager Specializing in Fixed Income at Dearborn Partners
Luke Knecht, CFA
Portfolio Manager
Luke Knecht, CFA, serves as a Portfolio Manager at Dearborn Partners, specializing in the firm’s institutional fixed income products. His expertise covers a range of fixed income strategies, including laddered, targeted maturity, immunized, and absolute return portfolios. Luke’s extensive background includes portfolio and business management roles at Harris Investment Management, Dresdner RCM Global Investors, and Deerfield Capital Management. He is a CFA charterholder and holds the CFA UK Level 4 Certificate in ESG investing, reflecting his commitment to both financial expertise and responsible investing.
Education: University of Colorado, B.S. Business Administration
Contact: [email protected]
Client Service & Business Development Team
Brian A. Payne, CFP, Director Focusing on Rising Dividend Strategy Marketing at Dearborn Partners
Brian A. Payne, CFP®
Director
Brian A. Payne, CFP®, is a Director at Dearborn Partners, responsible for marketing and sales of the firm’s investment solutions, with a focus on the Rising Dividend Strategy. His experience includes roles as a CFP® at Bernstein Global Wealth Management and leading business development for a technology company. Brian’s diverse background, including a professional golf career after graduating from Northwestern University, brings a unique perspective to client engagement and business growth at Dearborn Partners.
Education: Northwestern University, B.S. Communications, University of Chicago Booth School of Business, M.B.A.
Contact: [email protected]
James D. Lathrop, AIF, Director with Expertise in Intermediary Sales at Dearborn Partners
James D. Lathrop, AIF®
Director
James D. Lathrop, AIF®, a Director at Dearborn Partners, is dedicated to marketing and sales of the firm’s investment products to financial advisors and intermediaries, with a focus on the Rising Dividend Strategy. Jim brings extensive experience from Russell Investments, Alliance Bernstein, and Putnam Investments, where he held regional and senior marketing director roles. His expertise encompasses mutual funds, variable annuities, retirement planning, and education funding, making him a valuable asset to Dearborn Partners’ distribution efforts.
Education: Dickinson College, B.A. in Policy and Management Studies, Accredited Investment Fiduciary©
Contact: 314-308-6822, [email protected]
Roger Diaz, CIMA, Director Specializing in Western US Advisor Relationships at Dearborn Partners
Roger Diaz, CIMA®
Director
Roger Diaz, CIMA®, is a Director at Dearborn Partners, responsible for marketing and sales in the Western US. He cultivates relationships with investment advisors and intermediaries, promoting Dearborn Partners’ investment strategies. Roger’s 20+ years of experience includes Western Divisional Manager at Macquarie Investment Management and Managing Director at TCW, providing him with a deep understanding of the needs of advisors and institutions in the Western region.
Education: University of Southern California, Public Administration
Contact: 310-614-4621, [email protected]
Greg Whitaker, Director Covering Southeastern US Investment Advisor Network for Dearborn Partners
Greg Whitaker
Director
Greg Whitaker is a Director at Dearborn Partners, spearheading marketing and sales efforts in the Southeastern US. He connects with investment advisors and institutions to promote Dearborn Partners’ strategies. With 30 years in the investment industry, Greg’s background includes Senior Investment Consultant roles at Legg Mason, Citigroup Asset Management, and Putnam Investments. His long-standing experience and regional focus are key to Dearborn Partners’ growth in the Southeast.
Education: Wofford College, B.A. Finance
Contact: (770) 329-7390, [email protected]
Calvin J. Pedersen, CFA, Managing Director of Institutional Business at Dearborn Partners
Holly Fruland
Institutional Client Service
Holly Fruland is a vital part of Institutional Client Service and Business Development at Dearborn Partners. With 10 years of industry experience, she focuses on Taft-Hartley client relationships, consultant relations, and business development. Holly previously served as an Assistant Vice President at Allianz Global Investors and began her career at Adams Street Partners. Her licenses include series 3, 66, and 7 FINRA, demonstrating her commitment to client service and regulatory standards.
Education: Northern Arizona University, B.A. Communications
Contact: [email protected]
Calvin J. Pedersen, CFA, Managing Director of Institutional Business at Dearborn Partners
Rena Pedersen
Institutional Client Service
Rena Pedersen is dedicated to Institutional Client Service and Business Development at Dearborn Partners. She manages client relationships, services, and consultant relations, bringing a unique perspective as a licensed attorney in Illinois. Rena’s legal background enhances her ability to navigate complex client needs and provide comprehensive service within the institutional space.
Education: North Central College, B.A. Religious Studies & Spanish
Contact: [email protected]
Evan J. Bindas, Internal Analyst Supporting Marketing and Sales at Dearborn Partners
Evan J. Bindas
Internal Analyst
Evan J. Bindas is an Internal Analyst at Dearborn Partners, providing crucial support to the marketing and sales team. He assists Directors in promoting Dearborn Partners’ investment strategies. Evan’s prior experience includes a private wealth internship at Robert W. Baird and a marketing internship at ESPN-Madison. He joined Dearborn Partners after graduating from the University of Wisconsin-Madison in 2020, bringing fresh insights and analytical skills to the team.
Education: University of Wisconsin-Madison, B.S. Personal Finance
Contact: 312-795-5338, [email protected]
Jack Cunningham, Internal Wholesaler Supporting Dearborn Partners Sales Team
Jack Cunningham
Internal Wholesaler
Jack Cunningham serves as an Internal Wholesaler at Dearborn Partners, supporting the marketing and sales directors. He contributes to promoting Dearborn Partners’ investment strategies and building advisor relationships. Jack’s background includes marketing internships at Barcoding, Inc., Fox Sports, and the Chicago Bulls. He joined Dearborn Partners in 2022 after graduating from DePaul University, bringing his marketing and communication skills to the financial services sector.
Education: DePaul University, B.A. Marketing and Communications
Contact: 312-795-5339, [email protected]
Equity Analysis Team
Matthew T. Guttosch, CFA, Equity Analyst Focusing on Consumer and Financial Sectors at Dearborn Partners
Matthew T. Guttosch, CFA
Equity Analyst
Matthew T. Guttosch, CFA, is an Equity Analyst at Dearborn Partners, specializing in the Consumer and Financial sectors for the Rising Dividend Portfolios. With over 10 years of investment experience and his CFA charterholder designation, Matt provides in-depth analysis and insights to support Dearborn Partners’ investment decisions. He has been with Dearborn Partners since 2010, contributing significantly to the firm’s equity research capabilities.
Education: Northern Illinois University, B.S. Economics
Contact: [email protected]
Jonathan Woo, CFA, Equity Analyst with Manager Research Background at Dearborn Partners
Jonathan Woo, CFA
Equity Analyst
Jonathan Woo, CFA, is an Equity Analyst for Dearborn Partners’ Rising Dividend Portfolios. His background includes 10 years at Edward Jones in manager research roles, bringing a strong foundation in investment analysis and due diligence. Jon has over 10 years of experience and is a CFA charterholder, enhancing Dearborn Partners’ equity research team with his expertise in manager selection and evaluation.
Education: Augustana College, B.A. Finance and International Business, Washington University, MS Finance, Corporate Finance and Investments
Contact: [email protected]
Private Wealth Management Team
Bradley C. Smith, Wealth Advisor Specializing in Portfolio Management for Private Clients at Dearborn Partners
Bradley C. Smith
Wealth Advisor
Bradley C. Smith is a Wealth Advisor at Dearborn Partners, dedicated to providing personalized portfolio management advice to private wealth clients and families. His expertise encompasses developing comprehensive asset allocation strategies and customized investment plans. Brad joined Dearborn Partners after 26 years at MPI Investment Management, Inc., and began his career at Merrill Lynch Pierce Fenner & Smith. His extensive experience ensures tailored financial guidance for Dearborn Partners’ private clients.
Education: DePaul University Kellstadt Graduate School of Business, MBA Finance, University of Iowa, B.A. Economics
Contact: 3123347121, [email protected]
Eddie Trapp, CFP, Associate Wealth Advisor Providing Holistic Financial Planning at Dearborn Partners
Eddie Trapp, CFP®
Associate Wealth Advisor
Eddie Trapp, CFP®, serves as an Associate Wealth Advisor at Dearborn Partners, committed to delivering exceptional client service through holistic financial planning and investment strategies. His background includes roles at Wintrust Financial Corporation in Commercial Lending and Capital Markets. Eddie holds the CERTIFIED FINANCIAL PLANNER™ certification, reflecting his dedication to professional standards and client-focused financial planning.
Education: University of Colorado, Boulder, B.A. Business (Finance)
Contact: 312-795-5331, [email protected]
Annie L. Berni, Relationship Manager for Private Wealth Management at Dearborn Partners
Annie L. Berni
Relationship Manager
Annie L. Berni is a Relationship Manager at Dearborn Partners, providing essential support to the Private Wealth Management team. Her 10+ years in financial services include roles at The Northern Trust Company and Bernstein Global Wealth Management. Annie’s experience and dedication to client relationships ensure seamless service and support for Dearborn Partners’ private wealth clients.
Education: University of Illinois, Urbana-Champaign, B.S. Agribusiness, Farm and Financial Management
Contact: [email protected]
Operations & Administration Team
Brian Hisel, CPA, Chief Financial Officer Overseeing Finances and Operations at Dearborn Partners
Brian Hisel, CPA
Chief Financial Officer
Brian Hisel, CPA, is the Chief Financial Officer at Dearborn Partners, bringing over 10 years of CFO experience to the firm. He oversees internal finances and operations, ensuring the company’s financial health and efficiency. Brian began his career as a CPA in the Western Suburbs of Chicago, providing a strong foundation in financial management and regulatory compliance.
Education: Augustana College, B.S. Business Administration, Finance and Accounting
Contact: [email protected]
Donald G. McKinnon, Chief Compliance Officer Ensuring Regulatory Adherence at Dearborn Partners
Donald G. McKinnon
Chief Compliance Officer
Donald G. McKinnon is the Chief Compliance Officer at Dearborn Partners, responsible for developing and overseeing the firm’s compliance department. His experience includes Due Diligence Specialist at Balyasny Asset Management LP and Senior Compliance Officer roles at Stark Investments LP and Deephaven Capital Management LLC. Don’s extensive compliance background ensures Dearborn Partners adheres to the highest regulatory standards.
Education: William Mitchell College of Law, J.D., University of Minnesota, B.A. History
Contact: [email protected]
Samira Laskic, Director of Operations Managing Trading and Client Services at Dearborn Partners
Samira Laskic
Director of Operations
Samira Laskic is the Director of Operations at Dearborn Partners, overseeing trading and operations. She is dedicated to providing Dearborn clients with an outstanding experience through efficient and effective wealth management support functions. Samira began her career with UBS Financial Services in 2010, bringing a strong background in client service and operational excellence to Dearborn Partners.
Education: DePaul University, B.S. Finance and Marketing
Contact: [email protected]
Amber C. Delperdang, CFA, Operations Analyst Supporting Dearborn Partners Operations Department
Amber C. Delperdang, CFA
Operations Analyst
Amber C. Delperdang, CFA, is an Operations Analyst at Dearborn Partners, contributing to the firm’s operations department. Her career began in 2014 with Northwestern Mutual in Los Angeles, CA, where she served as an Investment Analyst. Amber’s analytical skills and operational experience enhance Dearborn Partners’ commitment to efficient and accurate client service.
Education: University of California, Los Angeles, BA, Economics
Contact: 312-334-7129, [email protected]
Billy Grehan, Operations Associate Supporting Daily Operations at Dearborn Partners
Billy Grehan
Operations Associate
Billy Grehan is an Operations Associate at Dearborn Partners, supporting the daily operations of the firm. Prior to joining Dearborn Partners, he was an Underwriting Analyst at Evans Senior Investments. Billy’s background in finance and real estate contributes to the efficiency and effectiveness of Dearborn Partners’ operational processes.
Education: Indiana University, Kelly School of Business, B.A. Finance and Real Estate
Contact: 312-334-7126, [email protected]
Calvin J. Pedersen, CFA, Managing Director of Institutional Business at Dearborn Partners
Jonathan Kriarakis
Client Services Associate
Jonathan (“Johnny”) Kriarakis is a Client Services Associate at Dearborn Partners, dedicated to providing excellent support to clients. Prior to joining Dearborn Partners in 2024, he completed internships at Dearborn Partners, Helios Healthcare Advisors, and Old National Bank. Jonathan’s commitment to client service and his diverse internship experience make him a valuable asset to the Dearborn Partners team.
Education: Northwestern University, B.S. Communication Studies
Contact: 312-795-5334, [email protected]
Elio Reyes, Office Manager and Receptionist Ensuring Smooth Office Operations at Dearborn Partners
Elio Reyes
Office Manager
Elio Reyes is the Office Manager / Receptionist at Dearborn Partners, ensuring the smooth and efficient operation of the office. His background includes administrative roles at Swiss Post Solutions. Elio’s organizational skills and client-focused approach contribute to a welcoming and professional environment at Dearborn Partners.
Education: Columbia College Chicago; B.A. Television Editing and Post-Production
Contact: (312) 795-5343, [email protected]
Partner with Dearborn Partners
The team at Dearborn Partners is united by a shared commitment to client success and a passion for wealth management. We invite you to learn more about how our expertise and dedication can help you achieve your financial aspirations. Contact us today to start a conversation with one of our experienced professionals and discover the Dearborn Partners difference.
