Financial Services Division

JUF is Jewish Chicago’s business hub, where 20,000 people attend JUF events and 36,000 visit JUF headquarters throughout the year. The Trades, Industries, & Professions (TIP) Division encompasses 10 trade divisions that cross industry lines.

As part of the TIP umbrella, the Financial Services Division is comprised of what were formerly known as the Accountants, Financial and Insurance & Human Resources Divisions of JUF and was created to offer networking opportunities for professionals across these industries.

By engaging in the work of JUF through the Financial Services Division, you can connect with more than 7,000 of Chicago's most prominent finance professionals including:

  • 2,500 accountants and consultants from Chicago-based national firms as well as large and small locally-based firms.
  • 4,000 professionals in investment management, investment brokerage, wealth management, private equity, venture capital, banking, corporate finance and traders at the Chicago exchanges.
  • And a myriad of individuals in human resources...

This division also provides an opportunity for this constituency to give back to the community while having a relevant special interest group within JUF.

Financial Services Division Leadership

Neal Price, Principal, Strategic Wealth Partners
Financial Services Division Chair

Theodore Koenig, President & CEO, Monroe Capital LLC
Financial Services Dinner Chair

Michael Teplitsky, Managing Director, Wynnchurch Capital
Financial Services Division Campaign Chair


Young Financial Group (YFG)

The Young Financial Group serves as a means to connect young Jewish financial services professionals (ages 22-40ish) in Chicago by providing opportunities for professional and social networking, education forums on industry related topics, and volunteer opportunities at local social service agencies in a Jewish context. The YFG is also invited to participate in the larger Financial Services division programs, with opportunities to interact with the seasoned and accomplished professionals of the industry.

Young Financial Group Leadership

Matthew Gaines, Altair Advisers LLC
Young Financial Group Chair

  • Jason Chess, First Midwest Bank
  • Caryn Fields, JPMorgan
  • Matthew Gaines, Altair Advisers LLC
  • Asha Goldstein, Cedar Hill Associates
  • Lee Portman, Citadel LLC
  • Douglas Rosen, Goldman Sachs

For more information on the Young Financial Group, email



Are you interested in learning more or getting involved? Do you have ideas or suggestions? We want to hear from you.

Contact us at or (312) 357-4662.