Veteran wealth adviser Mark Resnik and investment manager Steven Resnik have launched Burling Wealth Partners, an independent wealth management firm based in Chicago, with more than $750 million in assets under management.
Burling was created to meet the evolving needs of clients as the industry is set to undergo a multigenerational transfer of wealth. The firm will serve as a partner for high-net-worth individuals and families.
“Having researched the market as a private equity investor, we believe there is a unique opportunity to build a next-generation wealth management firm to provide advisers with the opportunity to better serve their clients,” said Steven Resnik.
Burling has established a team that blends deep experience and diverse expertise, with industry veterans Young Im, Zachary Patzik and Abby Davis joining the team.