JIM WEIL
HE/HIM/HIS
MANAGING PARTNER, CFP®, CIMA®, CHFC®
EDUCATION
Bachelor’s Degree in Financial Planning, Purdue University
COMMUNITY
Board Member, Hightower Advisors Corporate Board
Former Board Member, Chicago District Golf Assoc (Blue Coats)
Board Member, Ruth Lake Country Club
Member, Legacy Partners (Ann & Robert H. Lurie Children’s Hospital)
Member, Desert Mountain Club
Member and Forum Moderator, Alpha Group (an Entrepreneurs’ Organization)
Former Editorial Board Member, Investments & Wealth Monitor (IMCA national publication)
Former President, Hinsdale Central Hockey Club
Former Plan Commissioner, Village of Hinsdale
Former Treasurer and Board Member, Little Friends Inc
AWARDS
Recipient of 2018 Forbes Best-in-State Wealth Advisors
MY FINANCIAL SERVICES CAREER BEGAN IN 1989
I’ve been enthusiastic about financial planning since I started. When I entered the financial planning industry, it was beginning to transform the relationship between advisors and clients from selling products to helping clients solve problems. It was perfect timing because I was determined to really understand client concerns and help them develop an overall plan that met their goals and objectives. While I still enjoy working with clients on complex problems, I also enjoy my role as our firm’s managing partner. In this role, I focus on strategic planning for Private Vista’s future and manage the business to continue to grow our firm and provide a quality experience for our clients. I strive to keep the firm differentiated and at the forefront of the industry so we can provide a world class client experience.
MY PRIVATE VISTA
My Private Vista has been an active one, especially when you have two adventurous young adults who like to rock climb, hike, ski and generally seek outdoor thrills — and I don’t want that to change, even though we are now empty nesters. My wife and I enjoy traveling and spending time in Scottsdale enjoying golf and the desert. We are also and are wine enthusiasts who continue to educate ourselves to learn more and create new experiences. I am also enjoying the added time for my favorite sports like platform tennis and golf.
WRITINGS