# GALLAGHER FIDUCIARY ADVISORS, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC of ROLLING MEADOWS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 146509
- Type: SEC-registered investment adviser
- SEC file number: 801-68868
- Location: 2850 GOLF ROAD, ROLLING MEADOWS, IL, 60008
- Phone: 630-773-3800
- Latest filing: 2026-07-24
- Regulatory AUM: $194.8B
- Discretionary AUM: $12.9B
- Non-discretionary AUM: $182.0B
- Clients: 235
- Accounts: 6,407

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael William Johnson | VICE PRESIDENT AND AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC | Denver, CO |
| Richard Carl Cary | VICE PRESIDENT AND CONTROLLER | — |
| Jennifer Ryder | ASSISTANT SECRETARY, VP & GENERAL COUNSEL | — |
| William F Ziebell | PRESIDENT | — |
| Michael John Burchill | CFO | — |
| John Stanley Jurik | VICE PRESIDENT | — |
| Nicolas Ettore Medina | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | — |
| Bart Leland Burkhart | VICE PRESIDENT, INVESTMENTS PRACTICE LEADER | — |
| LILLY FRANCIS XAVIER | AREA CHAIRMAN GALLAGHER FIDUCIARY ADVISORS, LLC; AREA CHAIRMAN INDEPENDENT FIDUCIARY SERVICES DIVISION | — |
| HALPERN SAMUEL WILLIAM | AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC; AREA PRESIDENT INDEPENDENT FIDUCIARY SERVICES DIVISION | — |
| MEDINA NICOLAS ETTORE | CHIEF COMPLIANCE OFFICER | — |
| KOSSAK NATALIE HOPE | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON PETER WILLIAM | AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC; VICE PRESIDENT AND AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC | — |
| GREGOR CHARLES WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| SCOTTI THERESA ANNE | AREA PRESIDENT YANNI PARTNERS DIVISION | — |
| DOMEISEN FRANK NICHOLAS | AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC; AREA PRESIDENT YANNI PARTNERS DIVISION; AREA VICE PRESIDENT YANNI PARTNERS DIVISION | — |
| HANNER JEROME STEPHEN | VICE PRESIDENT | — |
| DICENSO MICHAEL JOSEPH | PRESIDENT | — |
| CARAHER JOHN JOSEPH | VP/CFO | — |
| LAZZARO JACK HENRY | TREASURER | — |
| BUTTS DIANA FAY | VICE PRESIDENT | — |
| WASIKOWSKI PAUL FRANCIS | VICE PRESIDENT -- CORPORATE STRATEGIES; VICE PRESIDENT -- TAX | — |
| COYNE LISA ANN | ASSISTANT VICE PRESIDENT -- TAX | — |
| HANES-DOWD APRIL | SECRETARY | — |
| ABBOTT KERRY STEPHEN | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146509/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146509/similar
- Related entities: https://search.stillhousedata.com/firm/146509/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146509

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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.