Michelle Hall joined Arboretum Wealth & Trust Management in 2016. Ms. Hall currently serves as Personal Trust Officer.
Prior to joining Arboretum Wealth, she served as a Senior Trust Associate for Trust Company of Illinois. She was responsible for assisting in the administration of complex trust issues, including trust document research and facilitating real estate transactions for her clients. Prior to that, Ms. Hall served as Senior Trust Operations Specialist for MB Financial Bank and Trust Securities Representative for Oak Brook Bank, where she began her career in 2001.
Ms. Hall attended South Suburban College where her studies focused on business management and finance.
When she’s not in the office, Ms. Hall enjoys spending time with her husband and son. Ms. Hall loves watching her son play sports and is his biggest cheerleader. In addition Ms. Hall and her family like to travel and explore new places. Ms. Hall is an active member of the Association of Senior Service Providers of DuPage County. The ASSP organization effort is to increase community awareness of products, services, and offer philanthropic support for older adults in need.
David Richter, CFA
Mr. Richter joined GreatBanc Trust Company in 2015 and helped launch the Arboretum Wealth & Trust Management division. Mr. Richter currently serves as Chief Investment Officer and Managing Director. He is also the Chairman of the firm’s Investment Committee. He brings his passion for investing with a focus on bottom line results to each individual client, and he works in concert with the trust administration team to provide sound, reliable financial advice.
Prior to joining GreatBanc Trust, he served as Portfolio Officer at BNY Mellon Wealth Management, and its predecessor, Talon Asset Management, LLC. David served Talon as an individual account portfolio manager, co-portfolio manager for the Talon International Select Partners L.P. hedge fund and the Talon Statistical Arbitrage Partners L.P. Hedge Fund, Manager of Information Technology, and as a member of Talon’s Investment Committee. Mr. Richter began his career at the Harris Trust and Savings Bank in 1991; there he was a member of the Investment Committee that determined the model equity portfolio employed nationally.
Mr. Richter holds a bachelor of aeronautical science from Embry-Riddle Aeronautical University, a master of business administration with a specialization in finance from DePaul University, and a master of science in wealth management from DePaul University. He has also attended the American Bankers Association National Trust School and is a Chartered Financial Analyst (CFA) charterholder. He is a member of the CFA Institute, the CFA Society of Chicago, and the DuPage County Bar Association.
As a dedicated and active member of the local community, David currently holds the elected office of Park District Commissioner in Lisle, IL, and is a volunteer and coordinator with the Lisle Police Department and the Village of Lisle’s Emergency Management Agency. He is a recipient of multiple President's Volunteer Service Awards for his work with the Lisle Police Department. He is active in the Lisle Chamber of Commerce and a member of the Government Affairs Committee. David is also an active contributor to the Special Operations Warrior Foundation.
David is also the father of two adult children, and he has recently added a rescued (and now beloved) pit bull to the family.
Our Investment Team
William Hardesty, J.D.
Mr. Hardesty currently serves GreatBanc Trust Company as Vice President and Senior Personal Trust Officer and as a Managing Director of Arboretum Wealth & Trust Management. His expertise includes a wide range of services in trusts, estates, guardianships, investments, insurance concerns and complex fiduciary needs.
Bill, a career-long Trust Officer, is responsible for the administration, oversight and management of estates, trusts, investment management accounts, as well as client relationship management. His hands-on approach to caring for client assets and his direct client contact style help our clients achieve peace of mind and confidence in our fiduciary services. In addition, he provides clients with cutting edge service by keeping current regarding developments in estate planning law through continued professional education. Bill is proud to part of a team which strives to optimally carry out the financial and estate planning intentions of each client.
Mr. Hardesty is a licensed attorney who began his career in fiduciary financial services in 2000. He joined GreatBanc Trust Company in 2015 and helped launch Arboretum Wealth & Trust Management. Prior to joining GreatBanc Trust Company, Mr. Hardesty served as Trust Officer for BankFinancial F.S.B., where he was responsible for trust administration and developing the trust services offered throughout all 18 of its Chicagoland neighborhood branches. Mr. Hardesty also served as Trust Officer for Downers Grove National Bank, in Downers Grove, IL.
After serving as a Combat Engineer in the U.S. Army during Operation Desert Storm, Mr. Hardesty earned a Bachelor of Science degree in paralegal studies, with a political science minor, from Southern Illinois University. He earned his Juris Doctor from the Northern Illinois University College of Law, and is a member of the Illinois Bar Association, the Federal Bar-Northern District, IL, and is a Certified Illinois Child Advocate in the 13th Illinois Judicial Circuit. Mr. Hardesty is a graduate of Cannon Financial Services Investment School and is a Center for Fiduciary Studies Accredited Fiduciary Investment Manager™.
Bill and his wife Demry have been married for over 25 years and they have two children, Dylan and Kelsey. The Hardesty family have two adopted “rescue” dogs, Spike and Bat, and when he is not working, Bill enjoys fishing, hiking and recycling, rehabilitating, and refinishing antique furniture.
Mr. O’Connell joined GreatBanc Trust Company’s parent organization in 2014. He currently serves GreatBanc Trust and Arboretum Wealth & Trust Management as Senior Vice President and Portfolio Manager.
Dan serves our clients through his vast experience in institutional asset management- including qualified retirement plans, collective investment trusts and ESOP portfolios. Beneficiaries reap the benefits of his analysis of individual securities and equity research. Dan is proud to part of a team which strives to optimally carry out the financial and estate planning intentions of each client.
Having begun his financial services career in 1978, Mr. O’Connell previously served M&I Investment Management Corp., and its successor, BMO Asset Management Corp., as the Head of Alternative Investments. Before that, Mr. O’Connell was Chief Investment Officer for a multi-strategy hedge fund of funds, headed capital market risk management initiatives for MPCT Solutions, and directed trading and fixed income businesses in Asia for the First National Bank of Chicago. He has managed from an executive level the complex demands of hedge funds, institutional portfolio management and international capital markets.
Mr. O’Connell received his bachelor of arts degree, cum laude, in political science from Williams College. He is an experienced public speaker, having delivered presentations on investment strategy to the CFA Society, public pension forums and other venues.
As the father of four daughters and son to a widow of thirty years, Mr. O’Connell is proudly sensitive to the unique perspectives of women in conserving their wealth and the planning necessary to enjoy future retirements.
A Division of GreatBanc Trust Company
James Duca, J.D.
Mr. Duca joined the U.S. Fiduciary Services, Inc. family of companies in 2014 as Senior Vice President and Managing Director of Personal Wealth Management for GreatBanc Trust Company. He has more than 30 years of senior management experience in the personal wealth management industry.
His background includes serving in executive management positions overseeing the trust, brokerage, mutual fund and private banking businesses for large regional banks in the Midwest. Before joining GreatBanc Trust, Mr. Duca served as Executive Vice President of Private Wealth Management at Marshall and Ilsley Trust Company and CEO of M&I Financial Advisors.
Mr. Duca earned a bachelor of arts degree, magna cum laude, from Marquette University, and a juris doctor from the University of Wisconsin School of Law. He is affiliated with the Economic Club of Chicago and formerly with the Wisconsin Trustees Association, where he served as President. Mr. Duca currently serves as a senior advisor to Arboretum Wealth & Trust Management, and as a member of the Investment Committee.
Our Trust Administration Team
Lisa M. Cathcart, CTFA, AFIM
Lisa Cathcart joined Arboretum Wealth & Trust Management in 2016. She currently serves as Senior Vice President and Division Manager. Her extensive background in personal trust administration, taxation, and operational excellence has been a tremendous asset to us and our clients.
Prior to joining Arboretum Wealth, she served as Senior Trust Administration Manager for BankFinancial F.S.B., and she was responsible for administering and developing the trust services offered. Prior to that, Ms. Cathcart served as Trust Officer for Downers Grove National Bank, in Downers Grove, IL, after moving up through the positions of Trust Associate and Trust Operations Manager at the same firm.
Ms. Cathcart holds a bachelor of science in finance and management from the University of Illinois at Chicago. She has also attended Cannon Financial Institute for more specialized education in the personal trust area. She earned the ICB Certified Trust and Financial Advisor (CTFA) certification and also the Accredited Fiduciary Investment Manager (AFIM) certification.
Outside of the office, Ms. Cathcart has been a volunteer for the American Cancer Society for more than 20 years, and has also been a team captain for the ACS Relay for Life event, which has raised several million dollars for cancer research.
Lisa enjoys her two children, Cecilia and Aidan and their dog Will. Lisa lives in Westmont, IL.
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