About Us
What We Do
MAKING SURE THE LEFT HAND IS ALWAYS TALKING TO THE RIGHT
As a full-service wealth management firm, we are equipped with a team of professionals to provide counsel in all facets of your financial livelihood. Through collaboration between professionals, we are truly able to see your entire picture to deliver prudent advice.
Our core competency is asset management led by our team of investment professionals. Within our process, our team will work with you to establish your goals and objectives to implement an ongoing financial plan. To ensure the left hand is talking to the right hand, this group works in conjunction with our tax professionals to help reduce both current and future tax liabilities.
Brian Malizia
President
As the president of Lakeshore Capital Group, Brian is responsible for overseeing a team of investment and tax professionals that service the firm’s clients.
Brian has extensive experience in investment management, having served as a Vice President at Alpine Woods Capital Investors in New York and in various positions at MFS Investment Management in Boston. Brian’s background and approach combines investments with taxes in financial planning strategies.
Brian earned a Bachelor of Science in finance from Xavier University, where he was an NCAA Division I all-academic performer on the men’s soccer team.
A Columbus, Ohio native, he now resides in Winnetka with his wife Alice and daughters Lucy and Ari. They are avid skiers and sports fans, rooting for Xavier and Vanderbilt University.
Chris Barberini
Director of Wealth Management
CBarberini@TheLakeshoreCap.com
Chris Barberini, an investment advisor at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that are intended to not only help maximize their money now, but also in the future.
Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations.
Chris has knowledge in wealth management, specifically, investment consultation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 66 registration as well as a life and health insurance license.
Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
*Not endorsed by or affiliated with the Social Security Administration or any governmental agency
Margaret Byrne
Client Relations & Long-Term Care Specialist
As the client relationship manager, Margaret is responsible for building relationships and supporting the firm’s investment clients.
Prior to joining Lakeshore Capital Group, Margaret was a long-term care specialist at Genworth Financial. She holds a bachelor’s degree in communications from the University of Iowa. Additionally, she holds insurance licenses in Illinois for life, health and long-term care.
A northwest Chicago native, Margaret resides in Schaumburg with her husband Brian. She has three children; her youngest Steven is currently in college, her daughter Carolyn is studying to be a doctor and her oldest Thomas works and lives in Columbus, Ohio.
Bob Mondo, MBA, JD
Estate Planning Attorney
Bob Mondo, MBA, JD, is an attorney based in Illinois. He advises clients on complex federal statutes and regulations with a current focus on wills and trusts.
Prior to starting his own practice, Bob was a group employee benefits producer and benefits wholesaler for various national health insurance carriers as well as operating his family-owned insurance businesses. Bob graduated from Illinois Institute of Technology – Chicago Kent College of Law. He also graduated from Lewis University with a Masters of Business Administration in Finance achieving Magna Cum Laude.
*Not an employee of Lakeshore Capital Group.
Alex Arellano
Director of Tax and Financial Planning
Alex Arellano serves as the Director of Tax and Financial Planning at Lakeshore Capital Group,
where he helps clients integrate sophisticated tax strategies with comprehensive wealth
management.
An IRS Enrolled Agent, Alex is authorized to represent taxpayers before the Internal Revenue
Service. He also holds the Chartered Alternative Investment Analyst (CAIA®) designation and is
an Investment Advisor Representative.
A graduate of the McCombs School of Business at The University of Texas at Austin, Alex
brings extensive experience as an Investment Analyst, Trader, and Portfolio Manager, having
worked with both wealth management firms and institutional asset managers.
Alex recently relocated to Chicago from Austin, Texas, and when not working with clients he
enjoys cycling, kayaking and exploring Chicago with his partner, Natalie.