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Podesta & Co.


Podesta & Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
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 is a fully disclosed correspondent of Mesirow Financial. The firm is fully certified as a Women’s Business Enterprise by the City of Chicago, County of Cook, and State of Illinois.
 
The firm is an active underwriter and co manager of publicly offered municipal financings. The firm offers a full range of investment banking and brokerage services to individuals, corporations, and institutions. 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.
 
Their investment philosophy balances each customer’s keenness 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. The firm offers institutional clients private investment opportunities in highly selected companies, which are in the developmental stages of growth.
 
The firm provides strategic financial planning, financing, and general financial advisory services to these enterprises. As ongoing advisors, the firm helps the managers develop their businesses and introduces them to the financial community.
 
The company is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers.
 

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