As one of the country's most trusted and respected financial advisory firms, the demand for Telemus services keeps growing. To continue to provide the highest level of service for our clients, we are excited to welcome the following new team members:
Kirill Vorobeychik, CPFA, joins us as a Senior Financial Life Advisor. Kirill’s addition to the Telemus team resulted from the acquisition of Ketoret Capital, which he founded in 2022.
"After a rigorous process to identify a strategic partner, I felt there was a great fit with a team that had the same level of commitment to client care that our clients have become accustomed to."
With over 20 years of experience in financial services, Kirill's incredible journey started in 1996 when he graduated from Kharkov State University in Ukraine with a double major in economics and foreign languages. Eager to pursue his passion for finance, Kirill made his way to the United States. He kicked off his career at La Salle Bank in Park Ridge, Illinois, in 1997 and then joined the operations department of Smith Barney in Oak Brook, Illinois, in 1998. Kirill's thirst for knowledge led him to attend Applied Mathematics and Financial Accounting courses at the prestigious University of Chicago Graduate School of Business.
Beyond his professional achievements, Kirill cherishes his family, philanthropy, and staying active. He is a devoted student of Jewish sacred texts, history, and investments. Kirill, his wife Mary, and their son Shaya proudly call Lincolnwood their home and actively engage with the vibrant local Jewish community.
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Susan Wolfe, our newest Senior Client Service Manager, also comes to us through the Ketoret Capital acquisition. She is an experienced professional in the financial services industry, with over 20 years at Merrill Lynch before helping launch Ketoret Capital in 2022.
Originally from NW Indiana, Sue is a devoted mother to her son and an active volunteer. She passionately supports various charities, including the Morton Arboretum, DuPage Pads, and Loaves & Fishes. Sue is a healthy living enthusiast who loves running and regular workouts.
Teresa Roberto has come on board as Client Service Manager at Telemus, bringing a wealth of experience and expertise to the role. She was previously at Ketoret Capital as COO, having collaborated with Kirill Vorobeychik since 2019 when she was the Analytics Director for Kirill's team at Merrill Lynch.
Her impressive background includes holding positions in Accounting, Financial/Operations Analysis, and Investor Relations at a Fortune 150 multinational manufacturing company.
She obtained her Bachelor of Science in Accounting and Mathematics from St. Mary's University in Winona, Minnesota, and her MBA in Finance from the University of Chicago. She is also a certified CPA in Illinois.
In her free time, Teresa cherishes family moments with her husband and three children.
Carol Craig joins Telemus as our Executive Admin and Client Service Associate. She's the welcoming face at our office and takes pride in supporting the entire team. Carol's passion for helping others aligns perfectly with our client-focused approach.
Outside of work, you'll find her enjoying quality time with family, cooking, baking, shopping, and exploring sunny destinations with sandy beaches.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
