Senior Investment Associate
Client Portfolio Team
As a Senior Client Service Specialist, my job spans all areas of the business; I coordinate a variety of marketing, client service, manager search, questionnaire, and operational projects.
I also compile our ‘Zev Stats’. This is a statistical breakdown of every account, product, and client type. With an over twenty-year tenure at the firm, people call on me for depth of firm knowledge.
This team steps into clients’ shoes. We’ve all been clients – at banks, restaurants, wherever. We believe in putting the client first.
My guiding principle comes from my parents: ‘Treat people the way you want to be treated.’
“We are driven by our client-first culture; founder-led companies; we are investing for the future, and we are here to help our clients grow their wealth.”
BA in Business Administration
St. Norbert College