Request Information
Request InformationMeet Our Team
Patrick Callaghan
Managing Director – Investment Officer
Senior PIM Portfolio Manager
Email Address
patrick.callaghan@wfadvisors.comPhone Number
(847) 572-4313Stanford Slovin
Managing Director – Investment Officer
Senior PIM Portfolio Manager
Email Address
Stanford.slovin@wfadvisors.comPhone Number
(847) 572-4314Jonathan Neuman, CFP, ChFC, AIF
Managing Director – Investment Officer
Senior PIM Portfolio Manager
Email Address
Jonathan.neuman@wfadvisors.comPhone Number
(847) 572-4321Certificates
CFP, ChFC, AIF
Chin-Hui (Lisa) Su
Senior Vice President – Investment Officer
Financial Advisor
Email Address
lisa.su@wfadvisors.comPhone Number
(847) 572-4318Isabelle Rooney
Client Associate
Email Address
isabelle.rooney@wfadvisors.comPhone Number
(847) 572-4329Jaime Fredman
Senior Registered Client Associate
Email Address
jaime.fredman@wellsfargoadvisors.comPhone Number
(847) 572-4315Jaime grew up in Croton-on-Hudson, NY. She holds a BA in Business Administration from Muhlenberg College in Allentown, PA. She began her professional career in the fashion industry in New York City at Gucci before moving to the textile company, Pierre Frey.
In 2009, Jaime changed professions and joined Credit Suisse in a support role working in Prime Brokerage before becoming an Analyst on the team. She moved to Chicago in 2015 to live with her now husband and joined the Credit Suisse Private Bank before transitioning to Wells Fargo Advisors in February 2016.
Jaime currently lives in Glencoe with her husband and two children. When she is not working, Jaime loves spending time with her family, traveling and playing tennis.
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Why Invest With Us
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