JIM WEIL
MANAGING PARTNER, CFP®, CIMA®, CHFC®
MY FINANCIAL SERVICES CAREER BEGAN IN 1989
From the outset, I’ve been deeply passionate about financial planning. When I entered the financial planning industry it was beginning to transform, and I embraced the industry's shift from product sales to client-focused problem-solving. I dedicated myself to understanding client concerns and developing comprehensive plans to meet their goals, which has been a cornerstone of my career.
In the early years, I wore many hats, demonstrating versatility and dedication to the overall success of the business. This diverse experience laid a strong foundation for my future leadership role.
In 2017, I became the Managing Partner of Private Vista. In this capacity, I focus more on strategic planning and business management to continue to grow our business and deliver quality client experiences. I am committed to keeping Private Vista at the forefront of the industry, providing thoughtful solutions and maintaining a differentiated approach that I believe sets our practice apart. My enthusiasm for tackling complex client problems remains undiminished, and I take great pride in guiding Private Vista's future while fostering a culture of high-standards and client satisfaction.
MY PRIVATE VISTA
My Private Vista continues to evolve. I like to be active – whether that’s golfing, participating in a triathlon, skiing or hiking etc. I plan to continue to be active, but the types of activities may evolve with time. Spending time in the desert in Scottsdale with my family and friends is one of my favorite things. Traveling to new locations, tasting wine, learning about new cultures is interesting to me and I look forward to doing and learning more. As long as my Private Vista remains active and I am able to spend time with my family and friends, I will consider it a rewarding life.
COMMUNITY
Former Board Member, Hightower Advisors Corporate Board (2022-2025)
Board Member, Ruth Lake Country Club (2019-Present)
Member, Desert Mountain Club (2021-Present)
Former Board Member, Chicago District Golf Assoc (Blue Coats)
Former President, Hinsdale Central Hockey Club
Former Plan Commissioner, Village of Hinsdale
Former Treasurer and Board Member, Little Friends Inc
Member, Legacy Partners (Ann & Robert H. Lurie Children’s Hospital)
Member and Forum Moderator, Alpha Group (an Entrepreneurs’ Organization)
Former Editorial Board Member, Investments & Wealth Monitor (IMCA national publication)
EDUCATION
Bachelor’s Degree in Financial Planning, Purdue University