WILLIAM E. THONN

NOEMI CRUZ

MIA ERICKSON

BRIAN HENDERSON

CRAIG S. JANUS

WAYNE M. JANUS

MICHAEL A. LOIZZI

DAVID R.
PECKENPAUGH


ROBERT E.
PECKENPAUGH


MARY KAY RYAN

CHRISTINE J. SIBRAVA

JEAN VAN KEPPEL

BARBARA A. WHITING

MICHAEL A. LOIZZI
Portfolio Manager

Michael Loizzi is a Research Analyst and Portfolio Manager for private investors and trusts. His specialty is providing investment management services for multigenerational family groups. He is a voting member of the Whitnell & Co. Investment Committee.

Michael began his career at Whitnell & Co. in operations. He was instrumental in implementing an upgrade of the portfolio management system and training the firm’s employees on a new portfolio system. It was not long after Michael joined Whitnell that he realized his real passion was investment management. His next position was as an investment assistant, entering trades, and doing research for the head of the Whitnell Investment Committee.

In his current role as Portfolio Manager, he provides customized investment programs based upon the unique circumstances and risk tolerances of the client. In addition, he is responsible for the setup and documentation for many of the complex private investment deals for Whitnell clients.

Before joining Whitnell, Michael was with a prominent real estate firm in the western suburbs. In that position, he worked on both commercial and residential real estate deals. His responsibilities included developing marketing materials, preparing local market analysis and shepherding clients through the process of securing financing for their real estate purchases.

Michael received his Bachelor’s Degree in Finance from Iowa State University. He is in the process of completing his studies for the Chartered Financial Analyst designation, having already completed Levels 1 and 2.