For further information to determine why CGO Wealth Management should be your choice as a partner in planning for your present and future financial security, click here to download our latest company brochure.
CGO Wealth Management, LLC is a Registered Investment Advisory firm. As a full service agency, we focus on helping individuals and families build a financial strategy for their present and future needs.
As an independent investment advisor, Claude Ohanesian managed nearly $275 million in the 28 years he worked at Smith Barney. He served as Managing Director of Smith Barney from 2008-2010, Ohanesian also became a charter member of Vista, in 2006 a who’s who of advisors at the firm. In addition, he represented the top 1% of the firm as a Director’s Council Member for 10 years.Claude Graduated from West Minster College- Fulton Missouri / Double major in English and Business. Claude is also associated with Finance Committee for the Prelacy of the Armenian Apostolic Church of America along with of Epilepsy Cure Foundation. He is the president of Fatherhood Educational Institute. Ohanesian is also a member of Le Tip International. He also is a member of KLTR, a professional networking alliance group. In the past, Claude Ohanesian served as a treasure of the Armenian church in Glenview, IL from 1998-2004. He also sat on the board of directors for Kobbe College Corporation from 1998-2010 serving as the head of the financial committee.
CGO is very happy to announce that Carol Knab joined the team in 2015. Carol Knab, our sales assistant has been in financial services for a number of years, serving as a client services assistant at Merrill Lynch. Previously she worked for Morgan Stanley, both on their operations platform and client services. She maintains paralegal certification as well. She graduated from University of Wisconsin-Madison.
Meet the CGO Team!
Jerry Schwartz (CFO of Insight Security Inc. Broker-dealer) and Carlos Legaspy (President of Insight Security Inc. Broker -dealer) Top Left Image
Alan Shapiro (Administrating trades in for CGO) Top Right Image
Claude Ohanesian “President and founder of CGO Wealth Management” with with Trish Coutré (Operations Administration) and Diane Ryan (Branch Administrator). Bottom Image