Resonant Capital Advisors

04/19/2022

We are excited to feature Jill Derr as the next member in the Resonant Capital Advisors’ team spotlight! Jill is our Chief Financial Officer and also Director of Client Financial Organization, a role where she works closely with a number of clients on their financial organization needs, along with reporting structures and processes.

Get to know more about Jill as the next in our spotlight series by seeing her Q&A: https://www.resonantcapital.com/team/jill-derr-cpa?show=qa

11/24/2021

We are excited to put the spotlight on the next member of the Resonant Capital Advisors team, Richard A. Thompson CFA CFP®. Widely-known in Madison and beyond from his years of experience across the financial and investment industries, Richard serves as Chief Investment Officer of Resonant Capital Advisors. Learn more about Richard as the next member of our spotlight series below and by clicking through to his Q&A: https://lnkd.in/eAR9ZPP7

08/12/2021

The next featured member of the Resonant Capital team is also often the first person to welcome clients to our office, but also in many cases manages clients’ day-to-day needs and meeting any of their service requests. As one of the firm founders, Barb Herro has brought more than 40 years of experience in the wealth and asset management industry and applied it to the fast growth of Resonant Capital Advisors. Learn more about Barb as the next in our spotlight series by seeing her Q&A: https://www.resonantcapital.com/team/barbara-herro?show=qa

05/13/2021

As Resonant Capital has quickly grown from our launch just over two years ago, we’ve added a number of supremely talented people across our organization who serve clients in a variety of ways. Since joining us 18 months ago, Dave DeVito has fast become a key member in the center of our team. Dave leads the firm’s investment operations, including trading and financial reporting systems, all with painstaking detail but with a sense of humor. Learn more about Dave in the first of our spotlight series by checking out his Q&A: https://www.resonantcapital.com/team/david-devito?show=qa

01/18/2021

Resonant Capital Advisors is a proud sponsor of the UW Family Business Center, and see family businesses as a bedrock of our economy and appreciate our work in supporting them.

Resonant Capital Advisors (Resonant) is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Resonant and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Resonant unless a client service agreement is in place.

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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The Wisconsin Family Business Center sponsors are an invaluable resource to FBC members. They are experts in the areas of finance, law, insurance, and investment, and they recognize the importance of family businesses to the health and well-being of the economy, the community, and of society in gene...

12/29/2020

On behalf of the entire Resonant Capital Advisors team, we want to wish you and your family Happy Holidays and a Happy New Year!

11/25/2020

The Resonant Capital team is very grateful for our clients, colleagues, partners and friends in our community. Wishing everyone and their families a happy holiday this year!

10/26/2020

We are grateful for our clients, colleagues, partners and community as Resonant Capital Advisors celebrates its two year anniversary!

07/31/2020

We've been named to the 2020 Financial Times 300 Top RIA firms in U.S.!

Resonant Capital Advisors serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses and entrepreneurs.