14 Years of Experience in Financial Services.
We have an experienced team
It has more than a dozen
professional analysts.
Our mission is to assist
our clients in creating enduring
and stable value.
Our team possesses extensive
industry experience and unique
analytical capabilities
in the investment field.
We establish long-term
cooperative partnerships
with our clients and
always prioritize their interests.
About SageStone
TOP WEALTH TRADING LIMITED is a financial advisory firm located in Chicago, Illinois. The company has a total of 158 employees. The company controls $35 billion in assets across 511 client accounts, making it one of the largest asset management companies in the United States. The company provides a variety of services, including investment advisory services, pension advisory services, and other services. Financial management fees depend largely on the services provided. However, the type of fees charged by TOP WEALTH TRADING LIMITED is likely to include any combination of asset-based fees and fixed fees.
Seasoned Analysts
Daniel Fisk
Daniel Fisk, Founder and Chief Investment Analyst of TOP WEALTH TRADING LIMITED since 2018, has led and established the company, successfully offering comprehensive financial investment consulting services to clients across multiple domains such as stocks, futures, foreign exchange, cryptocurrencies, and bonds. Fisk has meticulously crafted personalized investment strategies, assisting clients in achieving significant financial goals. He has conducted in-depth market research and analysis, adeptly assessing investment opportunities and risks. Additionally, Fisk has built and actively maintained solid collaborative relationships with clients, providing high-quality investment reports and recommendations.
Ethan Mitchell
Ethan Mitchell, a senior chartered financial analyst with 6 years of relevant experience, is currently employed at TOP WEALTH TRADING LIMITED. Throughout his career, he has worked at Cerity Partners Retirement Plan Advisors LLC and Blue Prairie Group, LLC. Ethan holds a Series 65 license, qualifying him to serve as an investment advisor representative.
Benjamin Turner
Benjamin Turner has previously worked as a portfolio manager and international client advisor at Morgan Stanley. His career began in 2002 at Merrill Lynch & Co., where he led and co-managed a diverse portfolio of international private clients, primarily focused on Latin America, Mexico, and the United States. With a passion for helping international clients achieve their desired lifestyle and leave a lasting legacy, he earned the prestigious title of International Client Advisor. He currently also serves as an International Client Advisor at TOP WEALTH TRADING LIMITED.
Mason Brooks
Mason Brooks, a senior financial planner at TOP WEALTH TRADING LIMITED, possesses 10 years of relevant experience. Prior to his current role, he served as a senior financial planner at Ayco, a Goldman Sachs subsidiary. He holds a Master of Science degree in Accounting from Siena College.
Olivia Smith
Olivia Smith serves as a Senior Vice President at TOP WEALTH TRADING LIMITED, passionate about providing comprehensive financial advice through a client-centered approach. She helps clients achieve their financial goals through financial and retirement planning, education funding, and investment management.
Emily Davis
Emily Davis is a financial advisor with 5 years of relevant experience. Currently employed at TOP WEALTH TRADING LIMITED, Davis has held positions at Morgan Stanley, Goosehead Insurance, University of Mississippi, Twin Lake Trucking, Belleville East High School, and Morgan Stanley Private Bank throughout her career. Emily Davis holds a Series 66 license, designating her as a securities agent and investment advisor.
Jackson Reed
Jackson Reed is a seasoned financial advisor with 11 years of industry experience. Reed serves as a consultant for TOP WEALTH TRADING LIMITED. Throughout his career, he has held positions at Triad Advisors, Financial Innovations, LLC, 123College.Com, United Property Services, LLC, Charles H Goldberg, CPA, and Charles H Goldberg, Esq. Reed holds a Series 66 license, qualifying him as a securities agent and investment advisor representative, providing professional advice to clients.
Caleb Parker
Caleb Parker, a Partner and Global Head of our Corporate and Institutional Banking Division. Joining the company in 2019, Parker currently leads our team in advising global corporate and investment banking operations in the region. His core expertise includes capital market strategies and transformations; stress testing and capital planning; financial resource management; and capital market regulation.
Ava Johnson
Ava Johnson serves as the Chief Data and Analytics Officer at TOP WEALTH TRADING LIMITED, leading a data and analytics organization responsible for adopting artificial intelligence across the firm. Johnson oversees data usage, governance, and controls, aiming to develop new products, increase productivity, and enhance risk management effectively and responsibly using AI technologies. Ava Johnson holds a Bachelor of Science degree in Finance from Fordham University and a Master of Business Administration from New York University.
Liam Anderson
Liam Anderson, a financial planning consultant, is a financial planner with a Bachelor's degree in Business Administration and a concentration in Financial Markets Supervision. He specializes in finance and information technology systems.
