Wealth isn’t just built. It’s cared for.
Welcome to wealth care—a whole new approach to financial management. It’s a strategy that revolves around your life—a partnership you can trust and a team of wealth professionals working together to nurture every part of your financial well-being.
The personalized, concierge care your success deserves—with a team that puts you first.
At Associated Bank, we believe in empowering our Private Wealth clients to thrive—at work, at home and through every stage of life. You deserve financial advice you can trust and investment strategies tailored to your goals—and we’re dedicated to delivering results that can help grow and protect your wealth, prepare for your retirement and secure your legacy.
With a focus on your unique needs, we guide your wealth with trusted knowledge and deep experience so you can live your purpose and pursue your dreams. Whether you’re charting a new path or planning for your family’s future, we’re here to help you move forward with confidence and the freedom to make every moment count.
Our Associated Bank Private Wealth team is committed to providing consistent care, responsiveness and a partnership approach built on listening and shared values.
Let’s shape what’s next—together.
Connect with one of our private banking or wealth professionals to schedule your complimentary meeting today.
Nida Ongkananuwong, CWS®
AVP, Private Banking Associate 525 W Monroe Street | Suite 2400 | Chicago, IL 60661
Barbara Born
VP, Personal Trust Relationship Manager 80 S 8th Street, Suite 214 | Minneapolis, MN 55402
Michael Janda, CWS®
SVP, Private Banking Executive300 N LaSalle Drive | Chicago, IL 60654
Isabell Grethen, CTFA
AVP, Personal Trust Relationship Manager 400 S. Central Ave | Marshfield, WI 54449
Molly Carlson, CTFA, CWS, CTMC. CISP
SVP, Corporate and Personal Trust Manager 100 W Wisconsin Ave | Neenah, WI 54956
Marifran Georgis, JD, CTFA, CISP
SVP, Personal Trust Manager 612 North Main Street | Rockford, IL 61103Molly Carlson, CTFA, CWS, CTMC, CISP
SVP, Corporate and Personal Trust Manager 200 North Adams St. | Green Bay, WI 54301
Charity Olson, CWS, CCTS, CTFA, CSOP
SVP, Director of Trust Services 200 N Adams St, Green Bay, WI 54301
Heather Weller, CTFA, CISP, CFP
SVP, Personal Trust Manager 200 North Adams St. | Green Bay, WI 54301
Nicole Kowalski, JD, CTFA
VP, Personal Trust Relationship Manager 815 N. Water Street | Milwaukee, WI 53202
Stacey Wilson, CTFA
AVP, Personal Trust Relationship Manager 100 W. Wisconsin Avenue | Neenah, WI 54956
Romana Gracanin
VP, Private Banking231 S. Bemiston, Suite 700 Clayton, MO 63105
Tim Hazeltine, CFP, CWS
VP, Personal Trust Relationship Manager 8040 Excelsior Drive | Madison, WI 53717
Kenny Weston
VP, Private Banking
Brett Briggs
SVP, Private Bank Team Leader231 S. Bemiston, Suite 700 Clayton, MO 63105
Ma Lee Yang, CTMC
AVP, Corporate Trust Relationship Manager 200 North Adams St. | Green Bay, WI 54301
Adam Sitter, CFP ®
VP, Portfolio Manager
Alexander Källebo, CFA ®
SVP, Portfolio Manager
Michael St John, CPA, CRPS®, AIF®
VP, Retirement Plan Consultant 612 Main Street | Rockford, IL 61103
Amy Kempfer
VP, Private Banking6550 N Illinois | Fairview Heights, IL 62208
Gary Rolain, CFA®
SVP, Portfolio Manager
Chris Karlin, CFA®
SVP, Portfolio Manager
Mark Tumpach, CFA®
SVP, Senior Research Analyst & Portfolio Manager
Pat Fry, CFA®
SVP, Director of Fixed Income
Eric Lois, CFA ®
VP – Portfolio Manager
Jerry Bayer, CFA®
VP, Portfolio Manager
Amanda Bryant, CFA®
SVP, Portfolio Manager
Cory Van Camp
VP, Personal Trust Relationship Manager
John Kvamme, CFP®, CTFA, CEPA
SVP, Senior Financial Advisor 5353 Wayzata Blvd. | St. Louis Park, MN 55416
Danielle Picard, JD
SVP, Personal Trust Manager
Elisabeth Knutson
Associate Financial Planner8040 Excelsior Dr Suite 201 Madison, WI 53717
Katherine Helke-Vieau, CWS®
SVP, Private Banking Group Manager8040 Excelsior Drive | Madison, WI 53717
Caryn Levey, CWS®
SVP, Private Banking Group Manager 525 W Monroe Street | Suite 2400 | Chicago, IL 60661
Chad Stafko, CFP®, CIMA®
VP, Senior Financial Advisor 6550 N. Illinois Street | Fairview Heights, IL 62208
Jesse Drage, CRPS®, CPFA
Senior Vice President, Retirement Plan Consulting Team Leader815 N. Water Street | Milwaukee, WI 53202
Amy Sola, CWS®
VP, Private Banker612 N Main Street | Rockford, IL 61103Form Submitted!
An Associated Bank Colleague will be in touch with you soon!
Our story
We’re building something special at Associated Bank. Wealth care is so much more than traditional wealth management—it’s personalized, coordinated solutions and comprehensive services for your financial peace of mind. Our team is here to take care of everything you care about.
Our services
Empower your financial future with personalized Private Wealth services designed around you—customized wealth planning, tailored investment strategies, next-level banking benefits, trust and estate services, retirement planning and more. Guiding your wealth through every chapter of your life.
Introducing Emerald
Emerald Choice and Emerald Private Choice, our newest Choice Checking tiers, are the definition of more for your money. Next-level benefits¹ include:
- Higher interest rates² on checking, savings and money market accounts
- Credit Monitor+³ with ID Protect & Restore⁴
- Privacy Defender⁵
- Annual Reserve Rewards+ credit card membership fee reimbursed⁶
- Fee Free with Emerald Private Choice⁷ Experience the power of Choice.
Experience the power of Choice.
You must meet and maintain enhanced Choice Checking benefit tier qualifications for Platinum Choice, Emerald Choice, or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, to obtain enhanced benefits. Calculations are completed at the end of the calendar month, if qualifications are met benefits will start within 45 calendar days. (1419)
You must meet and maintain enhanced Choice Checking benefit tier qualifications for Platinum Choice, Emerald Choice or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, to obtain enhanced rates on Associated Choice Checking, Associated Relationship Savings, and Select Money Market accounts. For current rates, refer to an Associated Bank Deposit Account Rates Sheet or ask a banker for more information. (1415)
To use Credit Monitor, eligible customers with an Associated Balanced Checking or Associated Choice Checking account must log in to digital banking, activate the feature, and accept the terms and conditions. Information provided through Credit Monitor is obtained by Experian. For more information, visit the Credit Monitor information page. (1485)
Customers eligible for Credit Monitor+ have access to Identity Protect & Restore services. For details about identity monitoring, restoration, and insurance see the Credit Monitor section of the Digital Banking Service Terms and Conditions. (1489)
You must meet and maintain the benefit tier qualifications for Emerald Choice or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure. To use Privacy Defender, eligible customers must log in to digital banking, activate the feature, and accept the terms and conditions. For more information, visit the Privacy Defender section of the Digital Banking Service Terms and Conditions. (1527)
Emerald Choice will receive the first qualified year reimbursed. Emerald Private Choice will receive every year reimbursed. You must meet and maintain the benefit tier qualifications for Emerald Choice or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, in the month that your Reserve Rewards+ credit card annual membership fee is assessed for the annual membership fee to be reimbursed. Your credit card annual membership fee will be charged and reimbursed within the same statement month. (1528)
You must meet and maintain the benefit tier qualifications for Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, to receive fee free benefits. Benefits extend to your Associated Relationship Savings accounts and Select Money Market accounts currently open under the same consumer customer profile. Select fees may appear on your account statement and will be refunded within 3-5 business days. (1526)
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)
