Backed by more than 30 years of financial services experience, Phil Allen advises high-net-worth families, businesses, and charitable organizations in the areas of cohesive, multi-generational planning and investment execution. During his career, he has focused primarily on public and private business owners, helping them manage concentrated positions and liquidity events. This includes IPO/M&A strategies, 105b-1 plans, option exercise planning, and cash flow management. Phil is also experienced in helping charitable-minded clients setup and manage family foundations.

Prior to joining Wells Fargo Advisors in 2020, Phil most recently worked at UBS and Bank of America. He began his career at Salomon Brothers in 1988, working with their senior executives, active investment professionals, and small institutions, in turn gaining valuable capital markets experience.

He holds a Bachelor of Arts from the University of Notre Dame, and he then attended Northwestern University, where he earned his MBA.

Over the course of nearly 30 years, Hugh Breslin has focused on providing investment and risk management solutions to successful families and charitable entities. Additionally, his background in portfolio management during multiple market cycles gives him a unique perspective on risk management, which permeates all aspects of his team’s process. Hugh works with clients to simplify complex investment concepts to develop a deeper understanding of investing and more confidence in their portfolios. His primary focus is on customized portfolio design, investment analytics, and risk assessment.

Hugh previously worked as a Financial Advisor at UBS before joining Wells Fargo Advisors in 2020. Along with Phil, Hugh began his career at Salomon Brothers in 1992.

Prior to entering the industry, Hugh attended Notre Dame, where he graduated with a Bachelor of Business Administration. He also holds an MBA from the Kellogg Graduate School of Management at Northwestern University.

Niki Hondropoulos is a Registered Client Associate with 25 years of experience working directly with high-net-worth individuals and institutions in all aspects of client support. Niki enjoys getting to know the clients and their families, and she is constantly finding ways to enhance those relationships by understanding each client’s needs and expectations. In addition, Niki works closely with our clients’ professional advisors, such as attorneys, accountants, and family office representatives.

Prior to joining the industry, Niki received her Bachelor of Science from Illinois State University. She currently lives in Wicker Park in Chicago.

Daniel Conley is a Registered Client Associate with 10 years of experience in the financial services industry. Prior to joining Wells Fargo Advisors in 2021, he worked as a Personal Banker with several of the nation’s largest financial institutions with a focus on high-net worth client and small business relationship management, financial products, federal regulations, bank policies & procedures, consumer lending, and credit analysis (no longer offers these services).

As a Registered Client Associate, he assists the professional Financial Advisors with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence, handling FA and client requests for account related information, establishing and servicing client accounts, and researching account inquiries and/or issues.

Prior to entering the industry, Daniel attended DePaul University, where he graduated with Bachelor of Arts in Public Policy.