Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
Wintrust Wealth Management (Chicago, IL) is a comprehensive wealth management firm serving the needs of high-net-worth individuals, business owners, and institutions. As the firm’s Director – Retirement Plan Services, Mr. Peluse leads the Retirement Plan Services division that helps business owners and plan sponsors to be more cost-effective and compliant, while helping reduce the administrative burden that comes with managing a plan and satisfying fiduciary obligations. Through the years, Mr. Peluse has been recognized for multiple honors by PLANSPONSOR, including being named a Top 100 PLANADVISER (2010-2017), a finalist for Retirement Plan Adviser of the Year (2014, 2015, 2016), a NAPA Top 50 Under 40 (2014, 2016), a member of the Financial Times Top 401 Retirement Plan Advisors (2015, 2016), and one of five finalists for Retirement Plan Adviser Team of the Year (2011). He is also a member of the National Association of Plan Advisers (NAPA).
Number of Client Plans - 125
Number of Participants – 35,000