PROFESSIONAL PROFILE
The Colwyn/Mendelson Group
The Colwyn/Mendelson Group joined Merrill Lynch in 2008, attracted by the unsurpassed resources of one of the world's most prestigious wealth management firms to fully address the diverse needs of affluent clients. The team works with individuals, families and business owners who have achieved significant success to provide wealth management solutions appropriate for their circumstances.
The Colwyn / Mendelson Group works tirelessly to be the trusted advisors to clients. Our group consists of experienced professionals who take a "hands on" approach to financial guidance. The group strives to know each client personally – beyond just the numbers – so advice and counsel is targeted to help every client strive to reach life-long financial aspirations.
William G. Colwyn, CRPC®, CSNA
Vice President
Financial Advisor
Portfolio Manager, Personal Investment Advisory Program
Bill Colwyn joined the Northbrook, Illinois office of Merrill Lynch in July of 2008 as Vice President and Financial Advisor, after spending ten years as a financial advisor with Smith Barney in Chicago. He has earned the Chartered Retirement Planning Counselor® and Certified Special Needs Advisor designations.
Bill began his career as a practicing attorney in Chicago, focusing on business and litigation, and is a member of the Bar of Illinois and Washington, DC.* He attended the University of Illinois Champaign-Urbana, where he earned a double major in Political Science and Speech Communication (with distinction). There he served on the Board of Directors of the Student Government Association. Upon completion of his undergraduate work, he earned his J.D.* from DePaul University College of Law in Chicago. Bill currently is a member of the Deerfield Chamber of Commerce, Chicago Bar Association* and Merrill Lynch Portfolio Managers Forum. Previously, he served on the Board of the American Brain Tumor Association, AIPAC (Illinois), the Chicago Counsel on Global Affairs, and CityPAC.
Bill has deep roots in Illinois, having been born in Chicago and raised in Glenview, Illinois. Beyond finance and investment, Bill has many diverse interests. These include sports (skiing, golf, basketball and tennis), history, politics, philanthropy, travel and more. He currently resides in Deerfield, Illinois with his wife and three wonderful children.
*Merrill Lynch Financial Advisors do not provide legal advice.
Daniel J. Mendelson
Vice President
Financial Advisor
Dan Mendelson joined the Northbrook, Illinois office of Merrill Lynch in July of 2008, after eleven years as financial advisor with Smith Barney in Chicago. Before this, he worked in pharmaceutical marketing with Eli Lilly and Merck, and as a financial and credit analyst at NBD (now JPMorgan Chase). Dan was born and raised in Highland Park, Illinois. He attended Indiana University, where he majored in Business Finance. Upon graduation, Dan moved to New York City where he lived for four years before returning to the Chicago area in 1994.
Dan is an active member of the Highland Park Chamber of Commerce, as well as a seated board member of the Business Executives Association of Chicago. He recently completed a year of training at the Second City Improv Center in Chicago, followed by a stint at the Improv Olympic Theater in Chicago. In addition to improv and sketch comedy, Dan enjoys astronomy, basketball, movies, travel and spending time with his family. He currently resides in Highland Park with his sons, Zach and Asher.
Kelly Brookhouse Lulis
Registered Senior Client Associate
Kelly Lulis has been a Registered Client Associate with Merrill Lynch in Northbrook, Illinois since 2007, joining The Colwyn / Mendelson Group upon their arrival in 2008. Previously, Kelly was a financial representative with Thrivent Financial for Lutherans for two years, assisting individuals, families, and small business owners in aligning their insurance and investment portfolios with their financial goals. Assisting high net worth individuals in formulating financial strategies is a logical extension of Kelly’s earlier career as a consultant in the field of Industrial / Organizational Psychology. For many years, she worked with Fortune 500 companies to align executive hiring, development and compensation practices with corporate strategy. Kelly holds a Ph.D. in Industrial/Organizational Psychology.
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