Meet Our Team

Peter

Peter Karmin

Managing Member

CIO

Peter Karmin is the managing member of Fort Sheridan Advisors LLC and Karmin Capital, an investment boutique division that joined Fort Sheridan in 2016. He founded Fort Sheridan Advisors in 2009 with an emphasis on managed accounts across fixed income, equity, and currency strategies.

With over two decades of experience in global investment management, Peter has extensive expertise in overseeing multi-asset portfolios and derivative products in the U.S., Europe, and Asia. Before establishing Fort Sheridan, he spent 15 years at Perot Investments, the investment office for the Perot family. During his tenure, Peter managed bond portfolios spanning mortgage-backed, corporate, and municipal securities. He also served as a portfolio manager for a $2.8 billion multi-strategy hedge fund focused on worldwide fixed income and equity markets.

Peter's educational background includes an MBA and a Bachelor of Arts in Journalism, both obtained from Northwestern University. His academic achievements are complemented by his real-world investment acumen honed over a successful career in the financial industry.

Alongside his professional pursuits, Peter is dedicated to his family life with his wife and their four children. His well-rounded experience and expertise position him as a respected leader in the investment management space.

peter@fortllc.com

(847) 559-9703

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John Brinckerhoff

Strategic Advisor

John K. Brinckerhoff is a financial professional with over 40 years of experience in marketing, asset management, and institutional sales. He began his career as an institutional fixed income salesperson, rising to National Fixed Income Sales Manager and a Principal at Donaldson Lufkin & Jenrette.
 
John then became a Senior Managing Director, Director of Portfolio Management and Risk Management Committee Member at Deerfield Capital Management, where he helped grow hedge fund assets from $100 million to over $1 billion. He then held senior leadership roles, including Chief Marketing Officer and Senior Managing Director at Ziegler Capital Management, where he oversaw marketing and distribution for a $10.5 billion asset management firm.
 
He holds a BSBA in Finance from the University of Denver and is actively involved in community and charity work, including serving as Chair for the Lake County Golf Classic for 18 years.   
 

jkb@fortllc.com

(847) 687-0319

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Lisa

Lisa Datcu

Office Manager

Client Services

Lisa Datcu is an accomplished Office Manager with a strong focus on client service management and administrative functions. With over two decades of experience with the Karmin family, Lisa has honed her skills in efficiently managing office operations while delivering exceptional service to our clients.

In her role as the Client Service Manager, Lisa is the primary point of contact for clients, ensuring their needs are met promptly and effectively. She possesses a keen understanding of client needs and provides personalized attention and tailored solutions which has earned her the trust and loyalty of our clients.

As an administrator, Lisa handles a wide range of tasks including opening and transferring accounts, navigating complex processes seamlessly, ensuring accuracy and compliance at every step. Lisa’s attention to detail and organizational prowess ensure that these tasks are completed efficiently, allowing her colleagues to focus on the strategic initiatives.

Lisa’s extensive experience and expertise in managing office operations, serving clients and spearheading administrative tasks helps fulfill our “clients first” mission statement.

Lisa grew up in Chicago and now resides in Northfield with her son.

lisa@fortllc.com

(847) 559-5006

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Elizabeth Glueckert

Investment Analyst

Elizabeth grew up in Milwaukee and earned both her bachelor’s degree and MSF from the University of Alabama, completing her undergraduate studies in just three years and her MSF in one. During her time at Alabama, she served as a Graduate Teaching Assistant for Honors Principles of Microeconomics and Value Investing, and later as a Research Assistant, where she analyzed over 4,000 papers and 5,300 data observations for research on nepotism in the workforce.

Following graduation, Elizabeth joined Easy Street Capital in Austin, Texas, where she held roles as a Credit Analyst and Operations Analyst. In these roles, she managed legal documentation for mortgage lending, oversaw collateral and funding processes, and supported secondary market operations.

After two years in Austin, Elizabeth is excited to return to Chicago and continue building her career in finance as an investment analyst.

Elizabeth@fortllc.com

(262)416-9904

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Nicole Hansen

Business Development Associate

Nicole joined Fort Sheridan in July 2024 as a Business Development Associate after graduating from the University of Nebraska (Omaha) with a Master’s in Business Administration. While pursuing her Master’s, Nicole was a member of the Nebraska (Omaha) Women’s golf team achieving All-Summit League Honorable Mention. Prior to this, Nicole completed her undergraduate degree in finance at the University of Nebraska (Lincoln) and was a four year member of the Nebraska Women’s golf team and an academic All-Big Ten award winner in 2022. Nicole grew up in Bloomingdale (IL), and enjoys golfing especially with her mom.

As a new addition to Fort Sheridan, Nicole will be responsible for client development through outreach, creating engaging events that foster client relationships and help continue to develop the overall mission of Fort Sheridan. Nicole’s enthusiasm for exploring these initiatives stem from her academic background and her experience in collegiate athletics, where teamwork and strategic planning are essential.

nicole@fortllc.com

(847) 232-4340

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Alissa Hirsh

Consultant

Alissa Hirsh is a seasoned professional in the realm of investment research and client portfolio analysis. Her journey in finance began at Hall Capital Partners, a prestigious San Francisco-based registered investment adviser, where she dedicated two years to evaluating alternative investment strategies for a diverse clientele of families and institutions.

A proud alumna of Grinnell College, Alissa graduated with a degree in economics in 2016. During her time at Grinnell, she not only excelled academically but also left her mark on the basketball court, finishing as the all-time leader in assists for the Women’s Basketball program—a testament to her leadership and teamwork skills.

Originally from Skokie, Illinois, Alissa has a passion for finance and basketball. Alissa now works at Fort Sheridan as a consultant. During the WNBA season, Alissa is the Chicago Sky beat writer for the Chicago Sun-Times.

Alissa.hirsh@fortllc.com

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Stuart

Stuart Loren

Managing Director

Chief Strategist

Stuart Loren is a Managing Director at Fort Sheridan Advisors LLC and Karmin Capital, where he plays a pivotal role in client portfolio management, investment research, and market analysis. Stuart's primary focus areas include U.S. equities, market strategy, and asset valuation.

Prior to joining Fort Sheridan, Stuart practiced corporate law at Goodwin Procter LLP in Boston, MA. There, he advised clients on debt finance transactions, securities law, and capital markets transactions, gaining invaluable insights into the financial and regulatory landscape.

Stuart received a Bachelor of Arts from Northwestern University and a Juris Doctor from Harvard Law School. During his time at Harvard, he advised the U.S. Treasury Department on administering federal credit programs and debt collection law, further solidifying his understanding of financial regulations and policies.

Stuart holds the Series 7 and Series 66 licenses, demonstrating his commitment to staying abreast of industry standards and best practices.

With his unique blend of legal acumen, investment expertise, and regulatory knowledge, Stuart brings a multifaceted perspective to his role at Fort Sheridan Advisors LLC and Karmin Capital. His diverse background and proven track record position him as a valuable asset in navigating the complexities of the investment landscape.

Stuart lives in Chicago with his wife and two children.

stuart.loren@fortllc.com

(847) 559-5015

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Richard Preston

Managing Director

Senior Advisor

Rich Preston is a Managing Director at Fort Sheridan with an extensive background in both insurance and investment planning. Early on Rich held growing management positions in large insurance and banking firms before launching his own advisory practice through Northwestern Mutual. For close to 3 decades Rich has worked with high-net-worth clients designing, implementing and managing their financial affairs. Over that period Rich was an 8-time national recipient of the Forum/MVP honor awarded to the top advisors nationally.

The advisory process is steeped in personal fact finding with clients to determine needs. Insurance and investment strategies are focused on wealth accumulation, retirement planning and estate and tax strategies. The process is also targeted to include intergenerational planning where appropriate.  At Fort Sheridan, clients are exposed to a team of advisors who collaborate to design solutions. 

A graduate of Franklin & Marshall College, Rich holds the Chartered Financial Consultant (ChFC) designation, is life and health licensed and holds the Series 6,7,63 and 66 investment licenses. Outside of work, Rich is an avid golfer, parent and grandparent and resides with his wife in NJ and FL.

rich@fortllc.com

(973)886-1887

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Doug

Doug Purcell

Managing Director

Senior Advisor

Doug Purcell is a Managing Director at Fort Sheridan, where he employs an institutional approach to individual investing, leveraging both active and passive management strategies. His comprehensive financial planning expertise enables him to address clients' near and long-term goals.

With an extensive institutional background, Doug has honed his skills on fixed income and middle market equity trading desks, where he serviced financial institutions, hedge funds, and money managers. This experience has equipped him with a deep understanding of the intricacies of the financial markets and the ability to navigate complex investment landscapes.

Doug holds a Bachelor of Science in Finance from the University of Illinois and a Juris Doctor from DePaul University College of Law. This unique combination of financial and legal expertise provides him with a well-rounded perspective on investment management and regulatory compliance.

In addition to his professional accomplishments, Doug has demonstrated a strong commitment to his community. From 2011 to 2019, he served as a board member for both the Downers Grove Grade School District and the School Association for Special Education in DuPage County, contributing his expertise to the education sector.

Complementing his professional and civic endeavors, Doug is dedicated to his family life with his wife and their three children.

dpurcell@fortllc.com

(847) 559-5007

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Tom

Thomas Weil

Managing Director

Senior Advisor

Thomas Weil is a Managing Director at Fort Sheridan, where he leverages his extensive expertise in investment management, retirement and 401(k) planning, and insurance solutions. With over three decades of experience in the finance industry, Tom brings a wealth of knowledge and seasoned perspective to his role.

Prior to Fort Sheridan’s purchase of Karmin Capital, Tom spent a significant portion of his career at the former, where he has been a valued member since 2004. Before that, he honed his skills at financial services firm Morgan Stanley, further solidifying his understanding of the investment landscape.

Tom earned an MBA from the Stuart School of Business at the Illinois Institute of Technology and a Bachelor of Science from the Kelly School of Business at Indiana University. This academic foundation has equipped him with the analytical and strategic skills necessary to navigate the insurance and financial markets to deliver tailored solutions for clients.

Beyond his professional accomplishments, Tom is rooted in his community, residing in Deerfield with his wife and their two sons. His well-rounded experience, coupled with his specialized expertise in investment management, retirement planning, and insurance, make him a valuable asset to Fort Sheridan and its clients.

Tom@fortllc.com

(847) 559-9705

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Alissa

Alison Wilson

Client Services

Alison brings over two decades of experience in wealth management to her role at Fort Sheridan, where she joined the firm in 2021. With a robust background that includes tenures at Morgan Stanley and Western International Securities, Alison has expertise in financial strategy and client relations since embarking on her career in 2004.

Alison has a Bachelor of Science degree from SUNY Oneonta, which she skillfully applies to navigating the intricacies of financial markets and planning for the future.

Outside of her professional pursuits, Alison finds joy and balance in her role as a mother to two children and caretaker of three beloved dogs. Her passion for literature finds expression in her love for reading, while her commitment to personal wellness is evidenced by her dedication to regular workouts.

Alison's commitment to excellence is further underscored by her attainment of various industry certifications, including the Series 7, 9, 10, and 66, demonstrating her ongoing dedication to providing clients with the highest level of expertise and service.

alison@fortllc.com

(847) 559-9704

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