IGFOA GUIDE TO FINANCIAL SERVICES FOR GOVERNMENT
IGFOA
is pleased to introduce the IGFOA Guide to Financial Services for
Government. The Guide provides an on-line listing and links to firms
providing services to IGFOA members. Here you can find contact names
and information for soliciting proposals or links to firms’ web
sites for more information about services offered. IGFOA members
can also use the MEMBERS
LOGIN to access the on-line directory and find
additional firms by searching the Vendor Service Categories.
IGFOA Sponsoring Associate firms are included in the Guide. For
more information about IGFOA Associate membership, click
here for the Associate Brochure and Application form.
Your help in making this Guide to Financial Services useful is appreciated.
Please email your suggestions and comments to IGFOA Executive Director
Marianne Shank at mshank@igfoa.org
Find sample RFPs and more at the IGFOA Resource Center
Becker, Burke Associates
Primary Contact:
Richard L. Potter
Email:
bba@beckerburke.com
Phone:
312/782-5665
Fax:
312/782-6904
221 N. LaSalle St., Suite 1000, Chicago, IL 60601
Specialties
Pension: Pension Investment Consulting
Capital Gains Incorporated
www.capitalgainsinc.com
Primary Contact:
Gary Karshna
Email:
GKarshna@CapitalGainsInc.com
Phone:
847-318-9975
Fax:
847-318-9958
8060 W. Oakton Street, Suite 102, Niles, IL 60714
Specialties
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Reports
Cash: Money Manager
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management
Chapman and Cutler
Primary Contact:
Kelly Kost
Email:
kost@chapman.com
Phone:
312/845-3812
Fax:
312/516-1875
111 West Monroe St., Chicago, IL 60603
Specialties
Debt: Bond Counsel
Charter One Bank
www.charteronebank.com
Primary Contact:
Todd Sholeen
Email:
todd.c.sholeen@charteronebank.com
Phone:
312/777-3619
Fax:
312/777-3497
71 South Wacker Dr., Ste 2900, Chicago, IL 60606
Specialties
Banking: Banking Services
Banking: Lockbox
Crowe Chizek and Company LLC
www.crowechizek.com
Primary Contact:
Bert Nuehring
Email:
Bnuehring@crowechizek.com
Phone:
630/706-2071
Fax:
630/574-1608
One Mid America Plaza, Suite 700, Oak Brook Terrace, IL 60181
Specialties
Accounting: Audit Services
Management: Management Consulting Services
Ehlers and Associates, Inc.
www.ehlers-inc.com
Primary Contact:
Beth Ruyle
Email:
bruyle@ehlers-inc.com
Phone:
630-271-3330
Fax:
630-271-3369
550 Warrenville Road, Ste 220, Lisle, IL 60532
Specialties
Debt: Financial Advisor
Fifth Third Bank
http://Http://www.53.com
Primary Contact:
Robert Mathson
Email:
robert.mathson@53.com
Phone:
312-7044029
Fax:
312-704-4378
222 South Riverside Plaza 33rd Floor, Chicago, IL 60606
Specialties
Banking: Banking Services
Banking: Lockbox
Banking: Safekeeping
Banking: Trust Services
Cash: Cash Handling
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Reports
Cash: Money Manager
Debt: Bond Trustee,Registrar, and Paying Agent
Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services
Pension: Investment Advisor
Pension: Investment Manager
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management
Gallagher Benefit Services, Inc.
Primary Contact:
Marty Lyons
Email:
marty_lyons@ajg.com
Phone:
630-285-4146
Fax:
630/285-3685
Two Pierce Place, Itasca, IL 60143
Specialties
Management: Employee Compensation and Benefits
Management: Insurance Services
Goldstein and Associates
www.goldsteinactuaries.com
Primary Contact:
Sandor Goldstein
Email:
sandorgoldstein@cs.com
Phone:
312/726-5877
Fax:
312/726-4323
29 South LaSalle St, Ste 735, Chicago, IL 60603
Specialties
Management: Actuarial
Illinois Metropolitan Investment Fund
www.investimet.com/
Primary Contact:
Laura Allen
Email:
IMETallen@iols.net
Phone:
815-735-3534
Fax:
847/296-9207
1616 E. Golf Road, Des Plaines, IL 60016
Specialties
Cash: Investment
Cash: Investment Manager
Cash: Money Manager
Pension: Money Manager
Information Development Consultants, Inc.
Primary Contact:
Daryl E. McPherson
Email:
dem@4idc.com
Phone:
312/924-3773
Fax:
312/464-1104
6 W. Hubbard, Ste 700, Chicago, IL 60610
Specialties
Technology: Financial System Software
Kane, McKenna Capital, Inc.
Primary Contact:
Philip R. McKenna
Email:
pmckenna@kanemckenna.com
Phone:
312/444-1702
Fax:
312/444-9052
150 N Wacker Dr, Ste #1600, Chicago, IL 60606
Specialties
Debt: Capital Financing
Management: Economic Development Consulting
Knutte & Associates, P.C.
www.knutte.com
Primary Contact:
Dave Knutte, CPA
Email:
davek@knutte.com
Phone:
630/960-3317
Fax:
630/960-9960
7900 South Cass Avenue, Darien, IL 60561
Specialties
Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Lauterbach & Amen, LLP
Primary Contact:
Ron Amen
Email:
ronaldamen@sbcglobal.net
Phone:
847/562-9252
Fax:
630/393-2516
27W457 Warrenville Road, Warrenville, IL 60555
Specialties
Accounting: Audit Services
Miller, Cooper & Co., Ltd.
www.millercooper.com
Primary Contact:
Irwin A. Lyons
Email:
ilyons@millercooper.com
Phone:
847/205-5000 X2218
Fax:
847/205-1400
650 Dundee Road, Ste 250, Northbrook, IL 60062-2759
Specialties
Accounting: Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Management: Management Consulting Services
Management: Utilities
Morgan Stanley
www.morganstanley.com
Primary Contact:
Kenneth R. McConnaughay
Email:
kenneth.mcconnaughay@morganstanley.com
Phone:
630/245-6088
Fax:
630/505-0608
4225 Naperville Rd., Lisle, IL 60532
Specialties
Pension: Pension Investment Consulting
MWM Consulting Group
www.mwmcg.com
Primary Contact:
Kathleen Manning
Email:
kmanning@mwmcg.com
Phone:
312-987-9097
Fax:
312-987-9217
55 E. Jackson Blvd., Chicago, IL 60604
Specialties
Accounting: Financial Reporting
Management: Actuarial
Pension: Deferred Compensation plans
Oppenheimer & Co. Inc.
Primary Contact:
Kathleen A. Thomas
Email:
kathy.thomas@opco.com
Phone:
312/360-5954
Fax:
312/360-7115
500 W. Madison, Suite 4000, Chicago, IL 60661
Specialties
Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services
PFM Asset Management LLC
Primary Contact:
Robert Leli
Email:
lelir@pfm.com
Phone:
312-977-1570 Ext223
222 North LaSalle Suite 910, Chicago, Il 60601
Specialties
Banking: Banking Services
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Cash: Money Manager
Debt: Financial Advisor
Debt: Policies
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management
PMA Financial Network, Inc.
www.pmanetwork.com
Primary Contact:
Doreen A. Linderman
Email:
dlinderman@pmanetwork.com
Phone:
630/393-9494
Fax:
630/393-9595
27545 Diehl Road, Ste 100, Warrenville, IL. 60555
Specialties
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services
RBC Capital Markets
Primary Contact:
Joanne Malinowski
Email:
joanne.malinowski@rbccm.com
Phone:
312-559-3878
500 W. Madison St. 25th floor, Chicago, IL 60601
Specialties
Debt: Capital Financing
Debt: Financial Advisor
Debt: Policies
Debt: Underwriting Services
Robert W. Baird & Co.
www.rwbaird.com
Primary Contact:
Thomas J. Gavin
Email:
tgavin@rwbaird.com
Phone:
630/778-9178
Fax:
630/778-9179
300 East Fifth Ave., Suite 200, Naperville, IL 60563-3181
Specialties
Debt: Financial Advisor
Debt: Underwriting Services
S.B. Friedman & Company
Primary Contact:
Stephen B. Friedman
Email:
sbf@friedmanco.com
Phone:
312/424-4250
Fax:
312/424-4262
221 N. LaSalle St., Ste 820, Chicago, IL 60601
Specialties
Budget: Capital Budgeting and Planning
Debt: Financial Advisor
Management: Economic Development Consulting
Sawyer Falduto Asset Management, LLC
www.sawyerfalduto.com
Primary Contact:
John Falduto
Email:
jfalduto@sawyerfalduto.com
Phone:
630-941-8560
Fax:
630-941-8558
340 W. Butterfield Road, Suite 400, Elmhurst, IL 60126
Specialties
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Cash: Money Manager
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management
Sikich LLP
www.sikich.com
Primary Contact:
Fred Lantz
Email:
flantz@sikich.com
Phone:
630-566-8557
Fax:
630-566-7557
998 Corporate Blvd, Aurora, IL 60502
Specialties
Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Budget: Capital Budgeting and Planning
Budget: Manuals
Budget: Operating Budgets
Budget: Performance Measures
Budget: Policies
Debt: Policies
Management: Ethics
Management: Finance Law
Management: Home Rule
Management: Management Consulting Services
Management: Payroll
Management: Performance Measures
Management: Personnel and Human Resources
Management: Purchasing
Management: Telecommunication
Management: Travel and Reimbursement Policies
Management: Utilities
Pension: Investment Policies-Pensions
Pension: Pension Investment Consulting
Revenue: Collection Services
Revenue: Property Tax
Revenue: Sales Tax
Technology: DP Audit Services
Technology: Financial System Software
Technology: Hardware
Technology: Internet applications
Technology: Management
Technology: Selection
Technology: Software-other
Speer Financial, Inc.
www.speerfinancial.com
Primary Contact:
Kevin W. McCanna
Email:
kmccanna@speerfinancial.com
Phone:
312/346-3700
Fax:
312/346-8833
One North LaSalle, Ste 4100, Chicago, IL 60602
Specialties
Debt: Financial Advisor
Standard & Poor's Ratings Group
www.standardpoor.com
Primary Contact:
Spiro C. Hountalas
Email:
spiro_hountalas@sandp.com
Phone:
312/233-7018
Fax:
312/233-7025
130 E Randolph, Ste 2900, Chicago, Il. 60601
Specialties
Debt: Rating Agency
The Northern Trust Company
Primary Contact:
Allan R. Ambrose
Email:
ara1@ntrs.com
Phone:
312/557-0945
Fax:
312-557-8642
50 S. LaSalle, Chicago, IL 60603
Specialties
Debt: Financial Advisor
Debt: Underwriting Services
Virchow Krause & Company LLP
www.virchowkrause.com
Primary Contact:
Robert E. Horstman
Email:
rhorstman@virchowkrause.com
Phone:
630/990-3131
Fax:
630/990-0039
1301 West 22nd Street, Suite 400, Oak Brook, IL 60523
Specialties
Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Budget: Capital Budgeting and Planning
Budget: Development
Budget: Manuals
Budget: Operating Budgets
Budget: Performance Measures
Budget: Policies
Cash: Investment Policies-Corp.
Debt: Policies
Management: Ethics
Management: Finance Law
Management: Home Rule
Management: Management Consulting Services
Management: Payroll
Management: Performance Measures
Management: Personnel and Human Resources
Management: Telecommunication
Management: Travel and Reimbursement Policies
Management: Utilities
Management: Water Bills and Vehicle Sticker Application Production Services
Management: Water Meter Systems
Pension: Investment Policies-Pensions
Pension: Pension Investment Consulting
Revenue: Collection Services
Revenue: Property Tax
Revenue: Sales Tax
Technology: DP Audit Services
Technology: Financial System Software
Technology: Management
Technology: Selection
Technology: Software-other
Washington Mutual
Primary Contact:
Brian Dodge
Email:
brian.dodge@wamu.net
Phone:
800-822-7351
Fax:
206-490-2488
1301 Second Ave, WMC1410, Seattle, WA 98101
Specialties
Banking: Banking Services
Cash: Investment
Pension: Deferred Compensation plans
Wayne Hummer Asset Management Company
www.whummer.com
Primary Contact:
Larry Doody
Email:
ldoody@whummer.com
Phone:
312-431-6584
222 S. Riverside Plaza, 28th Floor, Chicago, IL 60606
Specialties
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management
Wintrust Financial
Primary Contact:
Aimee Briles
Email:
abriles@wintrust.com
Phone:
630-516-4865
500 Roosevelt Rd., Glen Ellyn, IL 60137
Specialties
Banking: Banking Services
Banking: Lockbox
Wolf & Company LLP
wolfcpa.com
Primary Contact:
John DeLand
Email:
john.deland@wolfco-fs.com
Phone:
630/545-4504
Fax:
630/545-4604
2100 Clearwater Drive, Oak Brook, IL 60523-1927
Specialties
Accounting: Audit Services