Consultant , CRPC®
Guadalupe services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Prior to joining the firm in 2018, Guadalupe was an Associate with Merrill Lynch Asset Management. Guadalupe earned her Bachelor of Science in Finance with a Minor in Economics from the University of Illinois at Chicago. She is a CRPC® (Chartered Retirement Planning Counselor) and passed the CFA Level I exam. Originally from Chicago, Guadalupe attended Lane Tech College Preparatory in Roscoe Village and is a lifelong water polo player and competitive swimmer. Guadalupe remains active in the sport as a member of the Chicago Masters Swim Club (CMSC).