Chicago, IL

We’ve Assembled a Talented Team
Of Financial Planning, Investment Management & Tax Consulting Professionals

You want to know you’re putting your hard earned wealth and financial future in good hands, but you don’t have the time or resources needed to find multiple financial professionals - CPAs, attorneys, insurance specialist, financial planners, investment advisors and more. That’s why we’ve dedicated ourselves to being the first - and only- stop for high earners throughout the country.

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Brian Malizia

President

Brian Malizia

President

As the president of Lakeshore Capital Group, Brian is responsible for overseeing a team of investment and tax professionals that service the firm’s clients.

Brian has extensive experience in investment management, having served as a Vice President at Alpine Woods Capital Investors in New York and in various positions at MFS Investment Management in Boston. Brian’s background and approach combines investments with taxes in financial planning strategies.

Brian earned a Bachelor of Science in finance from Xavier University, where he was an NCAA Division I all-academic performer on the men’s soccer team.

A Columbus, Ohio native, he now resides in Chicago with his wife Alice and daughters Lucy and Ari. They are avid skiers and sports fans, rooting for Xavier and Vanderbilt University. Brian also teaches a stock market class to eighth-grade students through a Chicago-based non-profit organization, Big Shoulders Fund.

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Rolando Intia, CPA

Director of Tax and Financial Planning

Rolando Intia, CPA

Director of Tax and Financial Planning

Email: RIntia@TheLakeshoreCap.com
P: 847-701-0400 x5040

Rolando joined Lakeshore Tax Consulting in September 2021. He is responsible for managing the firm's tax practice and financial planning efforts.

He has extensive experience in preparing individual tax returns, having spent over a decade at the largest tax preparation company in the world.

Rolando earned a bachelor’s degree in accounting from Far Eastern University and is a certified public accountant (CPA).

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Margaret Byrne

Client Relations & Long-Term Care Specialist

Margaret Byrne

Client Relations & Long-term Care Specialist

Email: MByrne@TheLakeshoreCap.com

As the client relationship manager, Margaret is responsible for building relationships and supporting the firm’s investment clients.

Prior to joining Lakeshore Capital Group, Margaret was a long-term care specialist at Genworth Financial. She holds a bachelor’s degree in communications from the University of Iowa. Additionally, she holds insurance licenses in Illinois for life, health and long-term care.

A northwest Chicago native, Margaret resides in Schaumburg with her husband Brian. She has three children; her youngest Steven is currently in college, her daughter Carolyn is studying to be a doctor and her oldest Thomas works and lives in Columbus, Ohio.

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Chris Barberini

Director of Wealth Management

Chris Barberini

Director of wealth management

Email: CBarberini@TheLakeshoreCap.com
P: 847-701-0400 x2602

Chris Barberini, an investment advisor at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that are intended to not only help maximize their money now, but also in the future.

Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations.

Chris has knowledge in wealth management, specifically, investment consultation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 66 registration as well as a life and health insurance license.

Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.

*Not endorsed by or affiliated with the Social Security Administration or any governmental agency

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Bob Mondo, MBA, JD*

Estate Planning Attorney

Bob Mondo, MBA, JD^*

Estate Planning Attorney

Bob Mondo, MBA, JD, is an attorney based in Illinois. He advises clients on complex federal statutes and regulations with a current focus on wills and trusts.

Prior to starting his own practice, Bob was a group employee benefits producer and benefits wholesaler for various national health insurance carriers as well as operating his family-owned insurance businesses. Bob graduated from Illinois Institute of Technology – Chicago Kent College of Law. He also graduated from Lewis University with a Masters of Business Administration in Finance achieving Magna Cum Laude.

*Not an employee of Lakeshore Capital Group.