WEALTH MANAGER
Bill Gaul has over 20 years of experience serving the financial needs of successful families.
As a member of the wealth management team, Bill is responsible for a select group of client relationships.
Bill serves on the TCI investment and marketing committees. An avid writer, Bill is a contributor to Interchange, the TCI blog and authors a personal blog, Just Getting Started, on Chicagonow of the Chicago Tribune Media Group.
EDUCATION AND PROFESSIONAL DESIGNATIONS
• University of Missouri, B.J. - Journalism, B.A. - Economics. Graduate studies in statistics.
• Chartered Financial Analyst (CFA)
• Certified Trust and Fiduciary Advisor (CTFA)
PROFESSIONAL AND COMMUNITY INVOLVEMENT
• Boys Hope/Girls Hope of Illinois
• CFA Society of Chicago
• Chicago Dramatists — Past Board Member
• Greater North Shore Estate and Financial Planning Council
• Institute of Certified Bankers
FIRST JOB: I worked as a caddie at a club outside Chicago for 11 years.
It was a lot of hard work but a great experience.
FAVORITE HOBBY: I love fishing and anything outdoors.
FAVORITE PLAY: My wife is an actress so I have to say any of her shows. I love Shakespeare,
particularly the Merry Wives of Windsor.
WHY CAREER IS REWARDING: No two days are the same and everything we do can relate in some way
back to the markets. Meeting new people and helping them reach their goals is gratifying.
FAVORITE CHILDHOOD MEMORY:
For Christmas my Great Uncle Benners would gather the kids upstairs
for his magic tricks while Santa delivered the goods. My Dad would then slam the front door and as we raced down the stairs exclaim,
“You just missed him.”
Follow Bill Gaul: @GaulBill | Connect via LinkedIn | Interchange: TCI Blog | Just Getting Started Blog
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