Jakub W. Amrogowicz
Senior Vice President at Wintrust Private Client
- Role
- Senior Vice President at Wintrust Private Client at Wintrust Financial Corporation
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jakub W. Amrogowicz
15+ years of experience in private wealth management.Advisory-based approach for high-net worth individuals within a context of a holistic wealth plan.Platinum Award (2021, 2022)Credit qualified CFP program
Experience
Senior Vice President at Wintrust Private Client
Wintrust Financial Corporation
Jun 2025 — Present · Chicago, IL, US
With 15+ years of experience in wealth management, I provide an advisory-based approach for high-net worth clients and their families to address specific areas of concern regarding managing their private wealth. While working within a context of a holistic wealth plan and as client\'s lead relationship manager and private banker, I assemble a team of highly experienced specialists, who deliver solutions such as financial planning, investment management, trust and estate advisory, and customized credit- Inter-generational wealth planning- Trust advisory with focus on preserving legacy and addressing unique goals of each generation- Business-owner succession planning - Open-architecture investment management platform- Private banking- High-net-worth lendingWith strong background in capital advisory, my practice also encompasses advising about strategic use of credit by high-net-worth individuals, their families, and their closely-held enterprises, including real estate, private-stock lending, asset-based margin lending, and life insurance premium finance.
Education
Loyola University Chicago
Bachelor of Science (B.S.), Applied Psychology
2001 — 2005
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