Experience

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  Matrix Private Capital Group

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Client Service Director

    • Dec 2019 - Present

  • Consultant

    • Jul 2019 - Dec 2019

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  Cresset Wealth Advisors

  • Greater Chicago Area

  • Vice President, Client Associate

    • Sep 2017 - Jun 2019
    • Greater Chicago Area

    Cresset Wealth Advisors is a fee-only, open architecture Registered Investment Advisor (RIA) providing highly personalized, sophisticated wealth planning and investment opportunities in both tax-efficient traditional instruments, as well as access to direct investment in private non-fund vehicles. Cresset's unconflicted, open-minded and transparent approach has allowed it to reinvent the way people experience wealth, while enhancing their financial well-being by expanding access to a proven ecosystem of ideas, solutions and talent.

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  Neuberger Berman

  • Greater Chicago Area

  • Client Associate

    • Dec 2007 - Sep 2017
    • Greater Chicago Area

    As a client associate, I worked within a highly successful, 9-person wealth management team overseeing approximately $1.5B in assets. I directly supported and provided a high level of advisory support to a Senior Vice President and Wealth Advisor with $300M in assets. My role involved:• Serving as a primary point of contact for all clients under management• Coordinating the strategic asset allocation, tactical adjustments and manager selection for client portfolios • Directing and administering the operational aspects of each client relationship by serving as a liaison between both internal departments and external multi-disciplinary experts • Driving success in a new clients' on-boarding experience • Customizing reports, analyzing and advising on client-specific situations and participating in ongoing client reviews• Assisting in new business development by capturing additional client wallet share, generating prospective client proposals and bringing value to initial meetings