Russell L. Romanelli works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. He works closely with shareholders and privately held businesses on merger, acquisitions, divestitures, and succession planning. He also advises wealth families on tax minimization, wealth preservation, and family office management.

Russ has been advising middle market clients in the Chicago area for over 30 years. He has extensive experience in federal and state income tax, estate planning, mergers and acquisitions, ESOP, financial planning, and succession planning. Prior to joining Wintrust Private Client, Russ spent 16 years as Managing Partner of the Chicago offices of a top ten accounting firm. Before acting as MP, he served in a client-facing role for the firm.

Russ has a bachelor’s degree in accounting and a master’s degree in the Science of Taxation from DePaul University. Russ is a member of the Turning Pointe Autism Foundation and acts as their treasurer.