People Moves

Former OSNB Execs Found Illinois Wealth Firm

Harriet Davies Editor - Family Wealth Report 18 July 2011

Former OSNB Execs Found Illinois Wealth Firm

Three former executives at Old Second National Bank have launched a new advisory firm in Illinois.

Clear Perspective Advisors was founded by principals Stewart Beach, Michael Morcos and Jonathan Hylton, who are joined by Nicholas Latko. All four were at the wealth management group at OSNB, with Beach serving as executive vice president and head of the division.

The firm is a registered investment advisor operating in Aurora and St Charles, Illinois, which provides financial planning strategies, investment advice, asset allocation and portfolio construction recommendations to individual and institutional clients.

"This is the group I've been working with for the past decade,” said Beach. “Key to our vision is to have a constant pulse on our client's comfort and confidence level.”

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