Chicago, IL
+1 312.595.6274

Areas of Focus: Investment Advisory, Portfolio Management and Retirement Plan Consulting

• Works with individuals, families, corporations and retirement plans to evaluate and implement investment strategies focused on fulfilling short- and long-term objectives
• Previously a senior associate for six years in Mesirow Financial's Investment Banking Group focusing on mergers and acquisitions for privately held family companies, private equity portfolio companies and divisions of public companies
• Prior to joining Mesirow Financial, worked in the mergers and acquisitions group at Raymond James
• Joined Mesirow Financial in 2004, and has nine years of experience in the financial services industry
• Accredited Investment Fiduciary^® designee (AIF^®)
• Holds Series 7 and Series 66 FINRA licenses

• B.S., Duke University, cum laude

• 2011 ATHENA Young Professional Leadership Award^®, recipient
• Duke University Chicago Women's Forum, co-founder and co-chair
• Young Women's Leadership Charter School, Board of Directors, member
• School of the Art Institute of Chicago, Fashion Committee, member