Terry McCaffrey
CEO & Chairman
Mr. McCaffrey joined Optimum in 2009 and currently serves as its CEO and Chairman. Terry has worked in the investment and business community for over 30 years.
Prior to joining Optimum, Terry was President and CEO of LaSalle Financial Services, the brokerage and insurance arm of LaSalle Bank Corporation. Prior to that role, Terry served as Group Head of Wealth Management Business at LaSalle Bank.
Terry is a past Chairman of the Board of Metropolitan Family Services, a 150 year old Social Services Agency serving over 55,000 families throughout the Chicago area with programs supporting Early Childhood, Employment, Legal Aid and Family Service counseling. Terry earned a BS in Economics from Northern Illinois University, 1983.
Contact Infomation:
Phone: (312)- 456- 3313
Email: [email protected]
John J. Zielinski
CFA®, CFP®
Managing Director
John is a Managing Director and Portfolio Manager for Optimum Investment Advisors. John has 36 years of investment experience, having spent the majority of that time at The Northern Company, where he was an Investment Counselor and Portfolio Manager. He held the distinction of being the lead portfolio manager on their flagship Growth Equity Mutual Fund, and he was also the Director of Investment Research. John and his team departed Northern Trust to join Neuberger Berman, a New York based investment firm which was subsequently acquired by Lehman Brothers. He most recently was a Financial Advisor with William Blair and Company.
John holds an M.B.A from the Kellstadt Graduate School of Business, DePaul University and a B.S. in Finance from Trine University. John is a Certified Financial Planner® and holds the Chartered Financial Analyst designation.
A lifelong Chicago area native, John and his wife Barbara reside in Frankfort and have two adult children. John is involved in several philanthropic organizations, including Illinois Sportsmen Against Hunger, The Society of St. Vincent DePaul, The Epilepsy Foundation and serves on the board of Treatment Alternatives for Safe Communities.
Contact Information:
Phone: (312)-456- 3314
Email: [email protected]
Mark W. Johnson
CFA®
Managing Director
Mark has more than 25 years of experience in the financial services industry, as a securities analyst, portfolio manager for institutional accounts, and financial advisor and portfolio manager for high net worth individuals and charitable organizations.
Prior experience includes serving as a Senior Portfolio Manager for J.P Morgan, as a Senior Analyst and Assistant Portfolio Manager for FA Asset Management (an institutional hedge fund) and Senior Analyst at Calamos Investments, where he contributed to the equity and fixed income investment decisions of the firm.
Mark holds a BA in Political Science and Economics from Southern Illinois University and an MBA in Finance and International Business from the University of Chicago. Mark is also a Chartered Financial Analyst (CFA), a member of the CFA Institute. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 66 licenses. Mark currently serves on the Board of the Benet Academy Dad’s Club and on the finance committee of Naper Heritage Society, where he previously served as Treasurer and as a member of the board of directors. He is an Adjunct Professor on the faculty of North Central College in Naperville, where he has lectured on finance and economics.
Contact Information:
Phone: (312)- 456- 3341
Email: [email protected]
Dave Holland
CFP®
Managing Director
Dave has spent over thirty years in investment management and financial services working with high-net worth individuals to develop and implement investment strategies based on a careful analysis of each client’s individual objectives and risk appetite.
Prior to joining Optimum, Dave worked at The Northern Trust Company and UBS. Dave received his BA in Economics from the University of Dallas and his MBA from the University of Southern California. He earned his Certified Financial Planner designation in 2005.
Contact Information:
Phone: (312)- 371- 6143
Email: [email protected]
Mylen Kimura
Portfolio Administrator
Mylen S. Kimura joined Optimum in 1997 as an Operations Specialist where she was involved in the daily support of the Trading and Operations team. In 1999 she joined the Client Services team as a Portfolio Administrator and is currently involved in the administrative support to the firm’s Portfolio Managers and directly to clients and other third party administrators.
Prior to joining Optimum Investment Advisors, LLC, Ms Kimura was with Near North National Group as a Business Development and Marketing Specialist.
Contact Information:
Phone: (312)-456- 3335
Email: [email protected]
Barbara Trzebunia
Portfolio Administrator
Ms. Trzebunia joined Optimum in January 2011 and currently serves as a Portfolio Administrator providing administrative support to Portfolio Managers and clients.
Barbara arrived at Optimum having spent 7 years working with banking, investments and compliance as a Sales Associate at LaSalle Bank Wealth Management, Bank of America Premier Banking and Merrill Lynch. During this time, she earned her Series 7 license and Registered Paraplanner designation.
Prior to banking and investing, Barbara provided 12 years of administrative support to executives and staff in industries such as accounting, real estate management, custodial services, natural gas storage, and oil and energy production.
Contact Information:
Phone: (312)- 456- 3329
Email: [email protected]
