CONTACT US
SALLC TEAM
Sedgwick Advisers, LLC
21 S. Evergreen Ave
Suite 210
Arlington Heights, Illinois 60005
Office: (312) 332-3682
Fax: (312) 496-6657
Sedgwick Street Funds
Sedgwick Advisers, LLC
21 S. Evergreen Ave
Suite 210
Arlington Heights, Illinois 60005
Office: (312) 332-3682
Fax: (312) 496-6657
Sedgwick Advisers, LLC
Sedgwick Street Funds
President
(312) 853-6633
tim@sedgwickstreet.com
Tim serves as the president at Sedgwick Advisers, LLC
and Sedgwick Street Funds overseeing the
investment strategy, accounting, strategic planning,
and family office functions.
Most recently, Tim has served as a director in PricewaterhouseCoopers’ Personal Financial
Services group in Chicago where he joined in
2004, serving as the primary relationship contact
and financial advisor for a number of clients.
Tim also contributed to the private wealth,
financial planning, and corporate executive
programs for PwC nationally and was a
regular contributor to the PwC publication
“Guide to Wealth Management”. Tim also
served on the board of PricewaterhouseCoopers
Investment Advisors, LLC and as a steering
committee member for PwC’s Earn Your Future
initiative focused on youth education.
Tim is a licensed CPA/PFS and CFP® in Illinois.
He specializes in investment and comprehensive
financial planning and has been delivering high
end financial planning, tax compliance and
consulting services to corporate executives,
business owners, family offices and other high
net worth individuals for over 11 years. Tim has
significant experience in strategic planning and
cash flow, taxation, wealth transfer, philanthropy,
succession, liquidity, and insurance planning. Tim
has been active in the community having served
on the finance committee of his local church,
volunteering through financial planning assistance
and benevolence programs, and volunteering
through the Volunteer Income Tax Assistance,
VITA program and Junior Achievement.
Director of Operations
(312) 332-6889
joanne@sedgwickstreet.com
Joanne works closely with the President of Sedgwick
Street Funds (SSF) as well as the Board of Managers
to help to coordinate Sedgwick’s accounting and
client reporting processes. She works with clients
on items related to cashiering and also supports
the tax preparation process.
Joanne has been with Sedgwick since 1998.
Prior to joining Sedgwick, Joanne worked in public
accounting at Price Waterhouse and for two
family offices in downtown Chicago.
Joanne earned an undergraduate degree in
Business from Lake Forest College and a Masters in
Accounting from the University of Illinois.
She lives with her two daughters in
Inverness, a suburb northwest of Chicago.
Tax Manager
Carolyn Monson serves as the tax manager at SALLC. Carolyn has over 20 years of public accounting experience providing high net worth individuals with income tax, trust and estate tax
consulting and compliance services. Her experience includes individual, partnership, private corporations and S-corporations, trusts, private foundations, gift and estate returns as well as tax
planning and strategy consulting.
Carolyn is a licensed CPA in Illinois and a member of the American Institute of Public Accountants (AICPA) and Illinois CPA Society. Carolyn earned an undergraduate degree in Accounting from Southern Illinois University and a Masters in Business Administration with a concentration in Finance from DePaul University in Chicago.
Carolyn also serves as the Assistant Secretary for a private foundation. Carolyn lives in Arlington Heights, IL with her husband who runs a jewelry business in Palatine, IL.
Sedgwick Advisers, LLC
Director
Katie is a Director for Sedgwick Advisers, LLC and works closely with the Sedgwick team in corresponding directly with clients regarding tax, investment, financial planning, and other Sedgwick related items.
Katie most recently served as a senior manager at PwC, LLP in the Firm’s Personal Financial Services practice in Chicago working with high net worth families. During her career, Katie has gained extensive experience with individuals, trusts, partnerships, foundations, gift and estate taxation, as well as estate, charitable, investment, and cash flow planning. Katie has a strong background in taxation and estate administration and will help to oversee the tax preparation and planning processes at Sedgwick.
Katie grew up in Madison, Wisconsin and attended the University of Wisconsin. After more than 10 years in Chicago, she and her husband, Jordan, relocated their family back to Madison to be closer to friends and family
Office Manager
Lara Prestipino serves as the Office Manager. Lara provides office administrative support to our clients and team for both Sedgwick and the family foundations. Lara organizes events and meetings for our office and the Foundations we support. Lara assists in daily office operations, monthly transactions requests, and performance report mailings and postings
Lara joined SSF in 2016. She currently resides in the North Park neighborhood of Chicago with her husband, two dogs, and two boys (when they are home from college.)