Senior Consultant, CFP®
Jackie provides investment consulting services to the firm’s Outsource Chief Investment Officer (OCIO) practice for financial institutions. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. In 2012, Jackie was a contributing author to Nonprofit Asset Management (John Wiley & Sons) and in 2005, she co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). She received a Bachelor of Business Administration (BBA) from Iowa State University and is a Certified Financial Planner (CFP®) from the College for Financial Planning. Jackie is a former member of the Board of Trustees for The Chicago Academy for the Arts, an independent college preparatory school dedicated to the performing arts.