Our Team

  
JUDSON R. MAILLIE, J.D.                                jmaillie@boagpartners.com

Judson Maillie combines a formal education in business and law with over thirty-five years experience in providing financial and investment advice to individuals, businesses, and nonprofit organizations.
 
Jud oversees various aspects of securities and investment programs, with particular emphasis on investment reviews, risk profile assessment, portfolio analysis and asset allocation.  He is a proponent of passive investment strategies using enhanced Modern Portfolio Theory  to include non-traditional asset classes, as well as screened active managers in special situations.
 

Jud began his financial services career with Prudential Insurance in 1975.  With degrees from the University of Kansas in Business Administration (B.S., 1975) and Law (J.D., 1979), Jud has extensive experience in financial planning, and served on the 2006-07 Board of Directors of the Illinois Chapter of The Financial Planning Association.  He is a member of the Chicago Council on Planned Giving, the National Center for Employee Ownership, and is a lifetime member of the American Association of Individual Investors. 

 

STEVEN A. NITZKIN, CLU®, ChFC®     snitzkin@boagpartners.com

Steve Nitzkin has been a financial professional since 1977.  Over the past 30+ years, he has created a highly service-oriented financial services practice.  He has successfully worked with professionals of varied disciplines and has developed a reputation for integrity, honesty, and problem solving ability.   Prior to 1977, he was a financial analyst for a FORTUNE 100® company, helped operate a family-owned retail dry goods business, and was a key employee involved with the opening of what became one of the nation's largest do-it-yourself building materials/home center chains.

Steve attended Roosevelt University where he obtained his Bachelor of Science in Business Administration Degree, majoring in finance and minoring in accounting.  He also attended DePaul University Law School.  He obtained his CLU (Chartered Life Underwriter) designation in 1984 and his ChFC (Chartered Financial Consultant) designation in 1999.  He is a member of the Million-Dollar Round Table, The Chicago Estate Planning Council, The Chicago Association of Life Underwriters, The Society of Financial Service Professionals, The North-West Builders Association and other industry organizations.  Steve continues to be a dedicated student of the financial services industry.

Steve's professional expertise lies in the areas of estate planning strategies, business succession strategies, employee benefits consulting, and retirement plan design, implementation, and benefit distribution.  He also works with senior citizens, advising them on long-term care issues, wealth preservation and wealth distribution to heirs and charitable planning strategies.

 

STUART NITZKIN                                    stunitzkin@boagpartners.com

 

Stuart Nitzkin's formal education includes a a degree in business management from Indiana University.  He also brings over ten years of management experience in the real business world.  Having run both his own company and a not-for-profit organization, Stu has a working grasp of how businesses work and what their owners need to do in order to prepare for the future.  Stu's primary areas of empasis within BOAG are on business development, marketing, and case analysis.

Stuart owned his own construction company for 8+ years and is currently National Director of the Israel Sport Center for the Disabled.  He devotes much of his free time to volunteer opportunities and spending time with his family.   He also enjoys time with friends playing golf and basketball.