Consultant , CRPC®
Guadalupe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by offering advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. 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).