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Why We Created Fi-Care
Michael is CIO for all Windgate Wealth Management investment strategies and a member of the investment committee. He is an Investment Advisor Representative. Mr. Corbett was first employed by our firm in 1990 as a research analyst. Mr. Corbett was named to the Barron’s/Value Line Top 100 Mutual Fund Managers from 2003-2007. Mr. Corbett’s insight regarding investing is sought after by a variety of financial media outlets, including CNBC and The New York Times. He was a member of the Joliet Diocese Endowment Fund Board and previously served on the St. Mary Gostyn Finance Committee and the St. Mary Gostyn School Board.
Sean Condon, CFP®
Wealth Advisor, Financial Planner
Sean joined Windgate Wealth Management in 2006 and is a member of the investment committee. He is an Investment Advisor Representative. As a CERTIFIED FINANCIAL PLANNER™, Sean works in all areas of client engagement, including development and service of new and existing relationships. He works closely with the investment team in order to communicate client goals and to discuss recommendations with clients throughout their relationship with Windgate. Sean has more than ten years of experience in the investment industry and has contributed to USA Today – Personal Finance. He is a member of the Financial Planning Association (FPA®) and serves on the board of the Firefighters Pension of River Forest, IL, where he lives with his wife and three children.
Executive Director of Client Relations
Mark joined Windgate Wealth Management in 2004 and is a member of the Investment Committee. He is an Investment Advisor Representative. He develops new opportunities for our parent firm’s Mutual Fund and Separate Account business, including the advisor and broker/dealer channels, institutional channels, 401k marketplace, and among high net worth individuals. Mark has extensive experience raising and managing assets of high net worth individuals and is deeply engaged in client servicing. Over Mark’s more than twenty years of experience in the investment industry, he has been employed by a variety of investment firms, including Thomson McKinnon, Lehman Brothers, and Paine Weber.
Stacie joined Windgate Wealth Management in 2018. She is responsible for direct client support of all financial planning needs, as well as liaison to our firm’s custodians. Stacie holds the fiduciary relationship in highest regard within the profession and has worked solely within the registered investment advisor arena since 2013. A Chicago native, she earned her B.S. in Operations Management from DePaul University and completed the Certified Financial Planner program at Northwestern University. Stacie and her husband are very proud of their two children that have, fairly recently, completed their undergraduate degrees.
Mark Buh, CPA, CFA®
Mark joined our firm in 2012 and has over 25 years of corporate experience. As CFO, Mark is responsible for accounting, administration, taxes, and safeguarding corporate assets, as well as managing the overall strategic direction of the firm. He is also a member of the Investment Committee. Prior to joining our firm, Mark held senior financial positions with large international companies, including CenturyLink Communications, Ernst and Young and Ameritech. He received his B.S. in accounting and his M.B.A from DePaul University. Mark earned his CPA in 1983. He is also a CFA® charterholder.
Lynn Burmeister, IACCP®
Chief Compliance Officer
Lynn Burmeister joined our firm in 2009 as the successor to Robert Laatz, who served as the firm’s Chief Compliance officer for over a decade. Mrs. Burmeister oversees all compliance matters for the firm. Lynn has been in the financial industry since 1980. Her experience includes work at Harris Associates, Gofen & Glossberg and Optimum Investments. Lynn is an Investment Adviser Certified Compliance Professional (IACCP). Lynn is a member of North Mayfair Neighborhood Improvement Association Executive Board and a member of the North River Commission. She lives in Chicago with her husband and two dogs and celebrates her two children’s transition to adulthood.
Perritt Capital Management’s Private Wealth Management business was re-branded as Windgate Wealth Management in 2013.
Fund managers named to the Barron’s list of the industry’s Top 100 have consistently outperformed their peers. The Barron’s/Value Line annual rankings system awards points to managers who generate more stable returns and subtracts points from funds deemed to volatile. Value Line first screens out those Funds with more than two lead managers and managers with less than three years’ tenure. The remaining funds are then organized by investment objective, and then sector funds and those with less than $200 million in assets are eliminated. The Barron’s Value/Line Survey was discontinued after 2007.
CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Those wanting to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP designation takes experience and a substantial amount of work. CFP professionals must also complete continuing education programs each year to maintain their certification status.
Investment Adviser Certified Compliance Professional (IACCP), is a designation granted by the NRS Investment Adviser Certified Compliance Professional® (IACCP®) program, co-sponsored by the Investment Adviser Association (IAA). The designation is awarded to individuals who complete a program of study, pass a certifying examination, and meet work experience, ethics and continuing education requirements.