Liam is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2023, Liam was an Investment Risk and Analytical Services Senior Associate at Northern Trust Bank. He graduated with a BBA in Finance from the University of Iowa, Tippie School of Business and is a candidate for the CFA Level III exam. His interests include snowboarding, beach volleyball, softball, traveling and hiking.
