Guadalupe advises institutional clients on all aspects of fund oversight, including investment policy, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. Prior to joining the firm in 2018, she served as an Associate with Merrill Lynch Asset Management. She earned a Bachelor of Science in Finance with a Minor in Economics from the University of Illinois, holds the CRPC™ (Chartered Retirement Planning Counselor) designation, and has passed the CFA Level I exam.
Born and raised in Chicago, Guadalupe is a graduate of Lane Tech College Preparatory, a historic and highly selective enrollment high school. A lifelong water polo player and competitive swimmer, she remains active in the sport as a member of U.S. Masters Swimming (USMS), a national nonprofit supporting nearly 60,000 Masters swimmers across the country. In her free time, she enjoys spending time with her husband and their dog, Lola, exploring the outdoors.
