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Heather R. Wilken, CFA Vice President, Advanced Strategies |
| 321 N. Clark St., Chicago, IL 60654 | 312.595.7982 | | |
Area of Focus: Advanced Strategies
Profile
- Responsible for relationship management and marketing efforts
- Assists with client service
- Assists in the firm's marketing efforts, client service and business development
- Previously a senior investment relationship manager with Northern Trust Global Investments where she was responsible for business development and client service
- CFA Charterholder
- B.A., University of Illinois, Urbana-Champaign
- CFA Society of Chicago, member
