Guadalupe services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Prior to joining the firm in 2018, Guadalupe was an Investment Associate with Merrill Lynch Asset Management. Guadalupe earned her Bachelor of Science in Finance with a Minor in Economics from the University of Illinois at Chicago. She is a CRPC™ (Chartered Retirement Planning Counselor) and passed the CFA Level I exam. Originally from Chicago, Guadalupe attended Lane Tech College Preparatory in Roscoe Village and is a lifelong water polo player and competitive swimmer. Guadalupe remains active in the sport as a member of both the Chicago and Santa Barbara Masters Swim Club (CMSC).
