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Private Vista, LLC Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Private Vista LLC is a financial services firm that provides integrated financial planning and investment management designed to align the resources of individuals with their life goals. Its client base includes individuals navigating retirement decisions, those recently widowed or divorced seeking financial guidance, business owners planning succession and liquidity, and executives looking to diversify employer stock plans while mitigating taxes on deferred compensation. The firm emphasizes a holistic approach that connects financial choices to personal fulfillment, describing a process that creates a Private Vista as a clear view of how to invest money, time, and energy toward a meaningful life. Headquartered in the Chicago area with offices in Chicago and Oak Brook, Illinois, the firm serves more than 1,200 households across Chicagoland and the United States. Its advisory framework sits within the Hightower network, with Hightower Advisors, LLC registered as an investment adviser and securities offered through Hightower Securities, LLC.

Find Private Vista, LLC employees' phone numbers or email addresses

Private Vista, LLC Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

Private Vista, LLC's Leadership

  • Stylized image of a person
    J. P.
    Partner
  • Stylized image of a person
    J. W.
    Managing Partner
  • Stylized image of a person
    M. P.
    Partner
  • Stylized image of a person
    C. G.
    Marketing Manager
  • Stylized image of a person
    G. B.
    Senior Advisor
  • Stylized image of a person
    S. A.
    Senior Advisor
  • Stylized image of a person
    S. J.
    Senior Advisor
  • Stylized image of a person
    C. S.
    Advisor

Private Vista, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other
  • Sales

Contact profiles from Private Vista, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. J.
    Advisor
    Oct 16, 2024
  • Stylized image of a person
    R. P.
    Member
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Para-Planner / Qualified Plan Assistant
    Oct 17, 2024

Frequently Asked Questions

What is Private Vista, LLC known for?

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Private Vista, LLC was founded in 1992 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Private Vista, LLC's company overview page for more information.

What is Private Vista, LLC's most common email format?

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Private Vista, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Private Vista, LLC email formats with LeadIQ.

How many employees does Private Vista, LLC have currently?

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Private Vista, LLC has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Private Vista, LLC's key employees and leadership?

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As of August 2026, Private Vista, LLC's key employees include:

  • Partner: J. P.
  • Managing Partner: J. W.
  • Partner: M. P.
  • Marketing Manager: C. G.
  • Senior Advisor: G. B.

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