Jeffrey Cismoski

Experience

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  General Electric Aircraft Engines

  Jan 1997 - Jan 2001

  Management Development Program
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  GE Healthcare

  Jan 2001 - May 2003

  Six Sigma Black Belt - Global Spare Parts Fulfillment
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  Val-A Chicago, Inc

  May 2003 - Dec 2015

  • Board of Directors

    May 2003 - Dec 2015

  • President and Director of Operations

    May 2003 - Sept 2010
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  BryanMark Financial Group

  Sept 2010 - Aug 2013

  Executive VP Business Development & Director of Operations

  BryanMark Financial Group specializes in highly sophisticated estate and wealth transfer planning solutions to affluent and ultra-affluent clientele. M Financial Group member.

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  Evanston Advisors

  Sept 2013 - Oct 2020

  Business Owner Wealth Advisor

  In March 2019, Evanston Advisors was acquired by Cresset Asset Management.Fee-only firm serving clients with concierge-level service for investment management, financial planning, and business owner advisory services with a commitment to unbiased, objective, and truthful guidance. Since 1982, Evanston has grown significantly on the premise of providing institutional-level talent and knowledge in conjunction with highly personal service in attending to their clients’ wealth planning needs. Show less

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  Cresset

  Mar 2019 - Oct 2020

  Wealth Advisor

  Jeff specializes in advising closely held business owners, executives and high net-worth families across multiple generations to help grow and protect their wealth. He leverages over 20 years of business experience running his family business prior to its sale, as well as his experience at General Electric in various finance, operations and engineering capacities allowing him to relate to closely held business owners and their unique challenges.Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors. Show less

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  Xartis Wealth

  Oct 2020 - now

  Principal | Founder

  Xartis \CHAR-tis\ - The relationships between ideas, people and events for the purpose of providing pathways to enrichment and security. Wealth Advisory is much more than investment strategies, risk profiles and market returns. I founded Xartis on the premise that each client is important and unique in their journey, with unique goals, concerns and limitations. We celebrate each relationship and give the level of attention and service each client deserves without exception.