John Staab

John Staab General Information

Biography

John Staab is a co-founder of HKS Capital Advisors and served as Principal In Charge of Client Relations. Mr. Staab was formerly a Senior Vice President with Morgan Stanley's Private Wealth Management division in Chicago, Illinois. Previous to Morgan Stanley, he was a Vice President with both the Private Banking and Investment Group at Merrill Lynch and the Citi Family Office that became Morgan Stanley Smith Barney. For 13 years, he served as a comprehensive wealth manager and senior advisor for multiple families located throughout the United States. John strives to insure a cohesive integration and implementation of services between all members of a family's advisory team including their accounting, legal, philanthropic, and other advisors. Prior to his investment advisory career, John was an independent floor trader at the Chicago Board of Trade where he focused on interest rate futures and options while trading for his own account. John has over 23 years of combined experience in investment advisory and capital markets activities. He has substantial experience with asset allocation, portfolio construction, risk mitigation (from both an overall balance sheet perspective and an individual concentrated equity position) and intergenerational values based wealth transition strategies. John has also assisted clients with the evaluation of numerous private equity and hedge fund investments as well as evaluating direct investments in private companies and real estate. John is actively involved with multiple charities including the Infant Welfare Society of Clarendon Hills. John received his Bachelor of Arts Degree in Economics from the University of Illinois in Champaign Urbana, Illinois.