Our Team

Steven Hefter

Steven Hefter
Managing Director - Investments
Steven.Hefter@WFAdvisors.com
847.563.3401

Steve is a Managing Director - Investments. As lead investment strategist, he is responsible for asset allocation and manager selection. Steve founded the team in 1983 at Goldman Sachs. He has been named by Barron's as one of the top 1,200 Financial Advisors by state. Steve has ranked as the number one financial advisor in Illinois every year since 2010*. He also has been listed in Barron’s annual rankings of the top 100 financial advisors in America since 2004**. Steve has a BA in Economics from Stanford University, and an MBA in Finance from Harvard University.

Steve and his wife Janice have been married for over 30 years and have two children, Justin and Shira. Janice and Steve serve on the board of several Midwest offices of national non-profits. Steve is a member of the national board of directors of the International Fellowship of Christians and Jews.


Benjamin Leshem

Benjamin Leshem
Managing Director – Investments
Benjamin.Leshem@WFAdvisors.com
847.563.3402

Ben is a Managing Director - Investments. He joined the team in 1996. His areas of focus include global asset allocation, equity manager selection and fixed income portfolio management. Prior to joining the team, he was a currency trader at Mitsubishi Bank in Chicago, Société Générale in New York and The Chicago Mercantile Exchange. Ben has been recognized by Barron's as one of the top 1,200 Financial Advisors by state every year since 2010*. He has a BA in Finance from the University of Wisconsin – Madison, and an MBA in Finance from Loyola University Chicago.

Ben and his wife Andrea live in Highland Park, Illinois with their four boys Jack, Bradley, David and Daniel. Ben is an avid cyclist and enjoys the outdoors. He is passionate about finding cures for pediatric cancer and is on the board of Comer Children’s Hospital at the University of Chicago. Ben’s family enjoys traveling, hiking, and spending time together at their summer home in Union Pier, Michigan.


Charles Margolis

Charles Margolis
Managing Director – Investments
Charles.Margolis@WFAdvisors.com
847.563.3403

Charlie is a Managing Director - Investments. He joined the team is 1995. His areas of focus include equity and fixed income portfolio management, diversification strategies for highly concentrated equity holdings, and hedge fund advisory. He is also the equity and fixed income syndicate coordinator. Prior to joining the team, Charlie spent 10 years as an equity and fixed income derivatives trader on the Chicago Board Options Exchange and the Chicago Mercantile Exchange. He has a BA in History from the University of Colorado. Charlie lives in Lake Forest, Illinois with his wife Jennifer and his two daughters, Jane and Megan. Charlie and Jennifer recently endowed a scholarship at the Interlochen Arts Academy. They enjoy skiing, travel and theater.


Micah Nathan

Micah Nathan
Senior Vice President – Investments
Micah.Nathan@WFAdvisors.com
847.563.3404

Micah has been managing money for more than ten years and focuses on portfolio construction, manager due diligence, and marketing. Prior to joining Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors, Micah established several private equity and real estate acquisition companies, and has experience in deal structure and investment analysis. Micah was also an equity options trader at the Chicago Board Options Exchange, and has a BA with honors from the University of Michigan.

Micah and his wife Ellen live in Highland Park, Illinois with their three children, Jonah, Maya and Talia. Micah is an avid basketball player. The family enjoys hiking, skiing, spending time together and taking annual summer trips discovering America.


Michele Aspan

Michele Aspan
Assistant Vice President – Investments
Michele.Aspan@WFAdvisors.com
847.563.3406

Michele is a Financial Consultant. She has been in the financial industry since 1990, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 1992. Her focus on the team is to facilitate new client acquisitions, maintain client portfolios, and implement investment strategy. She has a BS in Psychology from the University of Illinois. Michele lives in Elmhurst with her husband Rick and their two children, Madeline and Tim. They enjoy watching sports, golfing, and vacationing with friends and family.


Kelly Lombardo

Kelly Lombardo
Assistant Vice President – Investments
Kelly.Lombardo@WFAdvisors.com
847.563.3407

Kelly is a Financial Consultant. She has been in the financial industry since 1985, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 1995. She primarily focuses on cash management, liability management, research and supervising trade related processes. She is also the primary corporate liaison. She has an Associate Degree from Harper College. Kelly is involved in animal charities and lives in the Northwest suburbs with her husband Scott and their pets.


Bradley Cordes

Bradley Cordes
Assistant Vice President – Investments
Bradley.Cordes@WFAdvisors.com
847.563.3405

Brad is a Financial Consultant. He has been in the financial industry since 1999, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 2005. He focuses on portfolio analysis, reporting, portfolio maintenance, and special projects. Brad has a BS degree from Western Illinois University. He lives in Libertyville with his wife Karen and their two children, Liam and Broderick. They enjoy playing sports, riding bikes and taking vacations.


Karen Finerman

Karen Finerman
Senior Registered Client Associate
Karen.Finerman@WFAdvisors.com
847.563.3408

Karen is a Senior Registered Client Associate. Karen joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 2013. She focuses on client reporting, performance analysis and the new account process. She has a BA in Accounting from Elmhurst College where she was on the tennis team. She actively supports animal rescue organizations and resides in Northbrook with her husband Eugene and pets.


Lisa Pappageorge

Lisa Pappageorge
Senior Registered Client Associate
Lisa.Pappageorge@WFAdvisors.com
847.563.3409

Lisa is a Senior Registered Client Associate. She has been in the financial industry since 1997 and joined the team in 2014. She focuses on portfolio analysis, client management and trade related processes. Lisa has a BA in Communications from Millikin University. She resides in Skokie with her husband Tom and their two daughters.

 


Eli Wald
Financial Advisor
Eli.Wald@WFAdvisors.com
847.563.3410

Eli Wald is a Financial Advisor at Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors. Prior to joining the team, Eli spent a decade in senior political leadership and fundraising roles, serving as Chicago Director of AIPAC until 2017. Eli returned to the Midwest following a stint in Houston, where he oversaw AIPAC in Texas, Louisiana, and Arkansas. Prior to that, Eli served as a federally-registered lobbyist in Washington, DC, focused on advancing America’s national security and foreign policy interests with lawmakers on Capitol Hill. Eli began his career working in international diplomacy at Israel’s Ministry of Foreign Affairs in Jerusalem.

A Chicago native, Eli is an alumnus of Solomon Schechter Day School and the Scholar’s Program at Von Steuben Metropolitan Science Center, and has a BA with Highest Distinction from the University of Illinois. Eli lives in Chicago’s Fulton Market neighborhood with his girlfriend Hilary, a teacher at Bernard Zell Anshe Emet Day School.


Jacob Grant
Associate Financial Advisor
Jacob.Grant@WFAdvisors.com
847.563.3412

Jake is an Associate Financial Advisor. After completing a summer internship with the team in 2017, he joined the team at Wells Fargo Advisors full-time in September 2018. Jake graduated from Emory University with a BBA in Strategic Management from the Goizueta Business School and a BS in political science. Some of his prior work experience includes Hudson Bay Capital, a New York City based hedge fund, and the White House, where he worked in the Office of the Vice President under former Vice President Joe Biden.

Jake, who is originally from Delaware, now lives in downtown Chicago in the Old Town neighborhood. He is an avid Philadelphia Eagles fan and in his free time enjoys playing golf and tennis.

 


*Barron’s Top 1,200 Advisors [Prior to 2014 the Barron’s Top 1,200 was recognized as the Barron’s Top 1,000 Advisors]. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

**Barron’s Top-100 Financial Advisors – Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.