Dan O’Neill serves as a Vice President in Wintrust Private Client and is a lead advisor and relationship manager to high-net-worth individuals, families, and organizations, including closely-held and family-owned businesses.

Dan utilizes Wintrust’s thought leadership and team of experts to provide customized and comprehensive solutions to help clients achieve their short-term and long-term goals. He does this after a deep understanding of his client’s priorities, assets, and intent of their wealth.

Before joining Wintrust in 2023 Dan spent four years serving a variety of clients, offering financial planning and wealth management services at J.P Morgan in their Park Ridge, Illinois location. 

Dan graduated from Illinois State University with a degree in Finance and holds his FINRA Series 7 and 66 registrations. Dan lives in Naperville, Illinois with his wife and son.