Guadalupe Gómez, CRPC®
Senior Vice President
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.
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