Broker Check

Our Seasoned Team

We're heavily invested in our team. It is our most valuable resource and is completely focused on delivering the highest quality services and results to our clients.

Castleview Partners was formed in 2015 by Douglas Gill, Michael Mansur and Umberto Perez, three veteran independent financial advisors who pooled their deep investment, financial planning and technology systems knowledge, as well as their broad financial services industry experience. Key early additions to the team, in 2016, included Cathy Bailey (Director of Operations & Trading), Larry Heller (Chief Investment Officer), Matt Marquis (Chicago Office Director) and, in 2018, Brit Chamberlain (Chief Compliance Officer). All are financial services veterans.

By combining and integrating the skills, resources, contacts, knowledge bases and assets under management of all of these key players at the firm, we have been able to achieve three important objectives at Castleview. First, we have built economies of scale, driving costs down for our firm and our clients, and also giving us marketplace credibility and access to strategies that are not available to smaller firms. Second, we have put together an outstanding suite of back office/ support systems to provide a leading-edge technology and operations platform for the firm; and we have similarly assembled an attractive investment platform of best-of-breed strategies for our clients, using an open architecture approach to investing. Third, by organizing ourselves as an independent Registered Investment Advisor, we have ensured that we will continue to be able to advise our clients with integrity and objectivity, as conflict-free fiduciaries, something which is very important to all of us.

Advisors

Douglas Gill, CFP®

Founder, Partner and CEO

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Prior to forming Castleview Partners, LLC in 2015, Mr. Gill previously founded Argentus Partners, LLC (now known as SAS Capital Partners, LLC) in 2001. During Mr. Gill's 13 year tenure as CEO of Argentus, the firm grew to more than 30...

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Lawrence C. Heller

Partner and Chief Investment Officer

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In a financial services career spanning more than thirty years, including ten years at J.P. Morgan and seven years at Citigroup, Larry Heller has acquired the broad, deep experience and skills required to provide sound advice to...

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Michael Mansur, CFP®

Founding Advisor

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Michael Mansur is a Founder and Partner of Castleview Partners. Michael began his career in the financial services industry at Lord Abbett in 1998; rapidly learning his profession via tenure as a Financial Advisor at Morgan Stanley and...

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Matthew Marquis

Chicago Director

[email protected]artners.com

Matt Marquis joined Castleview Partners in 2016, establishing the Chicago office at that time.  As Director, Matt oversees the activities and productivity of the growing branch.  In addition, Matt is an advisor...

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Umberto Perez, CFP®

Founder and Partner

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Umberto Perez started his career in financial services in 1999. He offers clients technical expertise in the areas of Investment Management, Retirement Planning and Estate Planning, delivered with a high level of personalized service....

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Rob Emrich III

Managing Director & Senior Portfolio Manager

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Rob Emrich has over 17 years of investment experience. Rob began his financial services career in 2000 as a financial advisor with Morgan Stanley. He has since worked in the fields of consulting services and money management, including...

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Alyssa M. Guerra CFP®

Advisor

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Alyssa M. Guerra offers her clients over 14 years of financial services, retirement planning and investment management experience. As a financial advisor with SunTrust, Alyssa earned her clients’ trust with her transparency and...

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Barbara Kelly

Chief Customer Officer and Advisor

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In Castleview’s Chicago office, Barbara is responsible for relationship building, financial advice, collaboration with third-party professionals, and ensuring an excellent customer experience (CX). Barbara’s customer...

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Professional and Administrative Staff

Cathy Bailey

Vice President - Director of Operations & Trading

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A financial services veteran, Cathy Bailey has over 30 years of experience in the financial advisory business. She began her career at Weber, Hall, Sale & Associates in Dallas, an independent broker/dealer and boutique investment...

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Trevor D. Kelly

Administrative Assistant

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Trevor Kelly joined the Chicago Office of Castleview Partners in 2016. Trevor has been working in the administrative field of various financial services firms since 2012. He is an integral part of the efficient operation of the Chicago...
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Joby Raymond, CFP®

Financial Planning Analyst

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Joby joined Castleview Partners in 2017, coming from Blue Horse Financial Advisors, where he had served as a Financial Advisor and also managed client onboarding processes and technology integration. His experience in the RIA industry...

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Rose Sosa

Executive Assistant to Umberto Perez, CFP

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Rose is a seasoned office administrator with a background that includes customer service, sales, bookkeeping and administration. She has a unique perspective on all sides of the client experience and behind the scenes. Rose also has 25...
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