# CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.

CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 104604
- Type: SEC-registered investment adviser
- SEC file number: 801-16639
- Location: 125 SOUTH WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60606
- Phone: 312-803-6440
- Latest filing: 2026-03-26
- Regulatory AUM: $11.9B
- Discretionary AUM: $11.9B
- Clients: 38
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (73)

_Showing 25 of 73 people._

| Name | Role | Location |
| --- | --- | --- |
| James Butler | TRUSTEE | Austin, TX |
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| Matthew Ashley Swendiman | CHIEF COMPLIANCE OFFICER | — |
| William Robert Rybak | DIRECTOR | — |
| Pamela Gleeson | DIRECTOR | — |
| John Wesley Geissinger | CHIEF INVESTMENT OFFICER; ASSISTANT SECRETARY | — |
| Edward Patrick Mooney | DIRECTOR | — |
| Jeffrey Alan Mccroy | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Roberto Herencia | DIRECTOR | — |
| Christine Cecelia Novotny | CHIEF OPERATING OFFICER | — |
| Carolyn Ann Shields | CHIEF FINANCIAL OFFICER | — |
| Francis Byrne | TRUSTEE | — |
| James Martino | TRUSTEE | — |
| Sergio Leal | DIRECTOR | — |
| BRENNAN JAMES EDWARD | DIRECTOR | — |
| O'HERN MICHAEL WILLIAM | DIRECTOR; PRESIDENT &CEO; PRESIDENT,CEO & DIRECTOR | — |
| CLIFFORD PETER FRANCIS | DIRECTOR | — |
| SAURBIER JOSEPH MICHAEL | DIRECTOR | — |
| FROEHLICH TIMOTHY JAMES | DIRECTOR | — |
| COLEMAN FRANCIS GERARD | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| STEGER DAMIAN | DIRECTOR | — |
| BERKOWITZ NEAL J | VP & CFO | — |
| EVANS ROBERT | DIRECTOR | — |
| SKELDING DAVID LAURENCE | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL; VP & GENERAL COUNSEL (+1 more) | — |
| CARROLL RAOUL LORD | DIRECTOR | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ROME | — | 0 | 080 919 9232 |
| ROME | — | 0 | 080 919 9232 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104604/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104604/similar
- Related entities: https://search.stillhousedata.com/firm/104604/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104604

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.