PROFESSIONAL PROFILE
John Gilchrist
Professional Approach
Following a distinguished 25-year career as an investment banker, John Gilchrist joined the Oppenheimer organization in 1996, to partner with his wife, Joan Gilchrist, a financial advisor whose tenure with Oppenheimer began in 1982. Joan and John, both Executive Directors - Investments, have clients in 23 states, typically wealthy individuals that have sold a company or large block of stock. Their business is growing almost exclusively from referrals, including many client families that have worked with them for more than 20 years. With a methodical approach to investing which seeks to reduce the probability of loss while increasing the odds of favorable returns, wealth preservation is a major focus of their practice.
Wealth preservation, tax and estate planning issues (as they relate to investments) and generational planning are top priorities. Investment strategies are often tailored to various wealth vehicles including: Generation Skipping Trusts, Family Partnerships, Family Foundations, Charitable Remainder Trusts and Estate Related Insurance Policies.
Prior to joining Oppenheimer, John worked as an investment banker in Chicago and New York, most recently having served as Chairman of First Chicago Capital Markets Inc (a wholly-owned securities subsidiary of First Chicago Corporation and an affiliate of the First National Bank of Chicago). In addition, John is a past Chairman of the Illinois State Employees Retirement System, a Past Chairman of the Illinois Study Commission on Public Pension Investment Policy, a past member of the Illinois State Board of Investment and past President of Urban Gateways of Chicago (a National Medal of Art recipient).
John received his BBA from Southern Methodist University, and his MBA from the University of Chicago Graduate School of Business. Joan received her BA from Northwestern University.
With both creativity and attention to detail, they address the intricacies and implementation of wealth management, including many of the tasks essential to a family office.
Use this section to convey key information about you and your business.