Podesta & Co. offers a full range of investment banking and brokerage services to individuals, corporations, and institutions. The firm was founded in 1982 by Robert A. Podesta, an active and highly respected leader in Chicago’s financial and civic communities for more than 50 years.
Today, under the leadership of Carol Podesta Foley, Podesta & Co. continues the legacy of its founder. The firm offers investment advice and services that span the full investment spectrum. These services are provided to individuals and families, corporations, municipalities, and institutional clients.
The firm’s clients benefit from more than 60 years of investment experience which the firm’s principal officers bring to their work. Their investment philosophy balances each customer’s willingness to accept market risk with an appropriate investment portfolio to achieve that investor’s objectives. They believe that a prudent approach is the best way to achieve the accumulation of wealth over time.
Podesta & Co. is a fully disclosed correspondent of Mesirow Financial. The firm’s clients enjoy SIPC and Excess SIPC protection up to the full net asset value of the cash and securities in their accounts. Podesta & Co. is fully certified as a Women’s Business Enterprise by the City of Chicago, County of Cook, and State of Illinois.
Memberships:
The Financial Industry Regulatory Authority (FINRA)
Municipal Securities Rulemaking Board (MSRB)
The Securities Industry Association and Bond Market
Association (SIMFA)
Securities Investor Protection Corporation (SIPC)