Private Vista

Employees 31 | Firm Type RIA | Managing Partner James M. Weil | Location Chicago, Illinois | Primary Custodian Schwab Advisor Services |

Private Vista gives its employees bonuses for exceptional work and limits meetings to regular work hours. When overnight travel is required, the firm offers monetary incentives or paid time off. Private Vista offers its employees flexible hours and early Fridays. The firm holds a year-end meeting where associates are recognized for their efforts. There is also an employee experience committee that meets monthly to review issues such as enhancing employee benefits. To relieve stress, employees can enjoy a massage from a masseuse in the office. Private Vista also organizes gatherings at nearby restaurants, along with go-kart races and bocce. 

As a result of the pandemic, employees are working from home unless it’s necessary to go into the office. All client meetings are virtual unless there is a critical need for it to be in-person.