Wealth Management Services
Our comprehensive ensemble approach covers a wide spectrum of wealth management and family office services which may include the following depending on your needs:
- Goals-based Financial Planning
Cash Flow Analysis
Estate Plan Analysis
- Discretionary Asset Management
- Asset Allocation
- Investment Manager Selection
- Comprehensive Financial Planning
Custom Family Education
Medical Invoice Reconciliation
Estate and Wealth Transfer Planning
Investment Tax Planning
WHO WE ARE
Eastgate Capital Advisors LLC is a holistic financial advisory practice and family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.
With that knowledge, Eastgate lights a path to the secure future you have always envisioned for your family. The firm’s approach embraces the idea that everyone is unique and clients deserve the highest caliber of guidance and personal service. The firm utilizes the ensemble or team approach, rather than silo model, to deliver client services. The team’s composition of professionals from differing financial backgrounds reflects this ideal and is comprised of seasoned professionals of crucial financial competencies and disciplines.
The Eastgate name was inspired by a sense of security and home. Eastgate’s gate lamp serves as a beacon shining the way and the gate’s iron construction suggests both safety and privacy. Today, Eastgate Capital Advisors functions in the same manner – lighting a path to a secure future and providing clients with the comfort of a safe and familiar location.
The name Eastgate imbues who we are and all that we do. At Eastgate Capital Advisors, we welcome you and come to understand your personal goals and financial situation. With that knowledge, we provide you with the service, protection and privacy you deserve.
HOW WE WORK TOGETHER
Eastgate manages client relationships with highly experienced professionals who understand the big financial picture. Our Ensemble Client Service Approach brings together the full spectrum of financial service and family office disciplines, providing clients with the guidance, protection, and service needed to live the life and leave the legacy you’ve always envisioned.
The process begins with a face-to-face meeting centered around the client and firm getting to know each other better and exploring how Eastgate can help. Eastgate does not have account minimums and is a fee-based fiduciary. The firm does not participate in wrap fee programs or offer services via performance-based fees.
William R. Anderson, CFA— Managing Director
Bill Anderson serves as a wealth advisor at Eastgate Capital Advisors LLC. He brings 30 years of experience managing investments for large institutions as a Portfolio Manager & Strategist, Research Director, and Research Analyst.
Prior to joining Eastgate, Bill was Senior Portfolio Manager at BNP Paribas and predecessor ABN AMRO Asset Management, where he managed a $5 billion family of mutual funds. He also previously held investment roles at Aon Advisors, Aon Capital Markets, and Asset Allocation and Management Company.
Bill earned an MBA in Finance, Accounting, and Strategy from the Kellogg School of Management at Northwestern University, and a BA in Economics and German from Dartmouth College. He is a CFA charter holder and actively volunteers at the CFA Society of Chicago, with particular interests in professional development and in ethics. He also participates in the Professional Risk Managers’ International Association (PRMIA) and in the Chicago Council on Global Affairs. Additionally, Bill serves on the Finance Committee, Investment Committee, and the Board at his church.
Bill lives in Wilmette with his wife of nearly 30 years, and has two children. He also considers himself an enthusiast of physical and financial fitness.Click here to email
Rick Heyke — Senior Advisor
Rick Heyke serves as a wealth advisor and senior counselor at Eastgate Capital Advisors LLC. Alongside these roles, he is an Investment Banker with Sucsy Fischer & Company. He brings deep experience to the Eastgate team as a wealth advisor and has worked with closely-held companies and their principals.
Rick's past work includes over 25 years as an investment banker at three major houses and 15 years as a lawyer. His clients range in size; from smaller family-controlled businesses to large companies like Sun Oil, KLM Airlines, Ingersoll-Rand, Mitsui and St Joe Minerals. At Smith Barney he also ran their European investment banking and overall Japanese securities business at different times. As a lawyer, Rick held positions at the Federal Reserve Board in Washington and Winston & Strawn.
Rick graduated Magna Cum Laude from Yale with a BS in Physics, earned his MBA from Harvard, and his law degree from the University of Chicago. Rick is father to three grown children and is a long-time Winnetka resident.Click here to email
Felicia Davis O'Malley — Managing Director
Felicia Davis O’Malley serves as a wealth advisor at Eastgate Capital Advisors LLC. With over 15 years of wealth management, financial planning, and trading experience, she brings a wealth of knowledge and insight to the team. Felicia held a number of key positions in the financial services industry, including Vice President and Financial Consultant with Charles Schwab & Co; and Director of Institutional sales for New York Life Asset Management. She also played a role in Institutional Sales at Merrill Lynch on the derivatives desk, where she focused on building fixed Income hedges for Institutional portfolios. Before earning her MBA, Felicia was a financial consultant for Merrill Lynch and Drexel Burnham Lambert.
Felicia received her BA from DePauw University and her MBA with a concentration in Finance from the University of Notre Dame. Outside of work, she is an active member of her community, the Woodlands Academy Alumnae Association Board, and Tri-Delta sorority. She takes pride in her work with various women’s organizations and in serving as the financial council of her parish. She lives in Winnetka, IL with her husband of 25 years and her three children.Click here to email
John D. O'Malley Jr. — Managing Director
John D. O’Malley Jr. founded Eastgate Capital Advisors LLC. He brings over 28 years of experience in institutional asset management, family office services, estate and tax planning. John is also an experienced educator, having taught Equity Investment, Portfolio Management and Business Law courses at Loyola University’s Quinlan School of Business at both the graduate and undergraduate levels.
Before Eastgate, John served as Executive Director and General Partner at WestLB Mellon Asset Management (USA) LLC (WMAM), a $2.5 billion global private equity fund-of-funds where he served as a portfolio manager and led the operations team. In that role, he served as an advisory board member on numerous private equity funds.
John received his B.B.A. in Finance from Loyola University Chicago, and J.D. from Vanderbilt University. He is licensed to practice law in Illinois and admitted to practice in the Federal District Court and U.S. Supreme Court.
Husband to Felicia and father to three children, John is also active in his community; he serves his parish, is President of the Winnetka Police Pension Board of Trustees, and has served on Parish Finance Council, Scouting, and New Trier Sailing NFP. He is also a sailor, private pilot and lives in Winnetka, IL.Click here to email
Jeffrey G. Shepard — Managing Director
Jeff Shepard serves as a wealth advisor at Eastgate Capital Advisors LLC. He is an accomplished financial professional with deep experience as a portfolio manager, as well as fixed income sales, real estate, and foreign exchange.
Previously, Jeff served in fixed income Institutional Sales with William Blair & Co LLC; a Partner with LaSalle Jackson LLC and Fixed Income Associates LLC; a fixed income portfolio manager with Segall Bryant & Hamill and was a Senior Vice President and Director of the Insurance Asset Management Group of Columbia Asset Management where he managed $4.4 billion.
Jeff has earned the Chartered Financial Analyst® designation, graduated from Northwestern University with a BA in Economics and earned his AM in Economics from University of Chicago. Jeff lives in Chicago with his wife, with whom he has three adult children.Click here to email
When you are ready to take a serious look at your investments
Address:Eastgate Capital Advisors, LLC
560 Green Bay Road, Suite 101
Winnetka, IL 60093