Registered Investment Advisor knowledge
Judith Calder
Ms. Calder is experienced in the establishment and management of institutional investment advisory firms. Her background includes extensive public service on the state and federal level. Ms. Calder successfully ran in two statewide elections and served for twelve years as a Trustee of the University of Illinois where she was elected President of the Board and Chairman of the Committee on Finance and Audit. She served as Trustee of the University of Illinois Foundation and the State Universities Retirement System of Illinois (“SURS”), one of the nation’s largest public pension funds. United States Department of Labor Secretary Alexis Herman appointed Ms. Calder to the ERISA Advisory Council.
CyberSecurity
Keith Beck
Keith's background includes Cybersecurity reviews and procedure development. In addition Keith has extensive Compliance experience with Broker-dealers, the Rules involving Regulation D and the Investment Advisers Act of 1940.
A self-starter with a consistent history of performing and delivering on assignments. A demonstrated ability to multi-task, while managing projects, leveraging resources and successfully applying supervisory experience specific to assigned area(s) of responsibility.
Project Management
Earlane Mace Stanfield
Seasoned business manager with 20 years demonstrated history of working in the Wealth Management financial services industry.
Recognized for their collaborative leadership style, proactive approach, and keen ability to effectively translate complex operational concepts into tangible action plans. A proven leader with strong executive presence, capable of blending big-picture viewpoints with tactical considerations to inspire, build trust, and achieve record growth. Very adept at developing systems and procedures that help to strengthen both client acquisition and retention strategies.
Strong at bridging the gap between business leaders, business users and technology. Extensive experience designing and implementing business changes or technology solutions to support business process transformation and efficiencies.
Successful track record in delivering Client Relationship Management tools, Trading Systems, Performance & Client Reporting, Research Systems, Client Portals, and Systems Automation. Well experienced in Agile and Waterfall approach, Charles River, Salesforce.com. Proven high-performance team builder with demonstrated ability to manage and inspire diverse teams.
Works well on tactical and strategic solutions, system and process integrations often involving critical and time sensitive processes.
