Senior Vice President
Pragna Rohman works with professionals, executives, and families who have tapped into the American dream, built successful practices, and now need to evaluate their situation to plan strategies to protect their wealth. As First Vice President and Portfolio Manager with Wintrust Wealth Management, she and her financial advisory team uncover problems and create strategies to preserve and perpetuate their client’s wealth in a complex tax and financial environment.
Before joining Wintrust Wealth Management, Pragna served clients as Associate Vice President and Wealth Advisor with Morgan Stanley. Pragna began her career as a Certified Financial Manager with Merrill Lynch.
Pragna received her Certified Financial Manager certification at Merrill Lynch through the Wharton School of Business. She also received the Certified Wealth Strategist (CWS)® designation through the Cannon Financial Institute and holds FINRA Series 7, 63, and 65 Licenses. She resides in St. Charles, Illinois with her husband and young son.
The Certified Wealth Strategist® education and designation have been developed by Cannon Financial Institute.
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