Guadalupe services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm in 2018, Guadalupe was an Investment Associate with Merrill Lynch Asset Management. Guadalupe earned her Bachelor of Science in Finance with a Minor in Economics from the University of Illinois. She is a CRPC™ (Chartered Retirement Planning Counselor) and passed the CFA Level I exam. Originally from Chicago, Guadalupe graduated from the historic Lane Tech College Preparatory, a selective enrollment high school in Chicago known for its rigorous college preparatory curriculum, strong emphasis on technology, and its diverse student body, which reflects the demographics of Chicago. Guadalupe is a lifelong water polo player and competitive swimmer and remains active in the sport as a member of U.S. Masters Swimming (USMS) a national membership nonprofit that provides membership benefits to nearly 60,000 Masters swimmers across the country. In her free time, she enjoys spending time with her family and exploring the mountains and beaches on the central California coast in Santa Barbara.
