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Client and Corporate Services
Madeleine is a Senior Associate based in the Chicago office. As a member of the Marketing team, she supports the firm’s business developments and marketing initiatives through content management and creation. She has over seven years of experience in the industry.
Prior to joining the firm’s Marketing team, Maddie was a client services associate for Chicago office Partners. She managed day-to-day operations of client accounts including cashiering, trading, account maintenance, and on-boarding. Previously, she was the Vince Brand Manager at Saks Fifth Avenue where she was responsible for planning, analyzing sales and trends, driving sales, marketing, and promoting the brand throughout all store departments.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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