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Lucy Mcfarland
Private Equity Investor chez Equity Group Investments LLC
Profil
Lucy serves as the senior director of client solutions for Chai Trust Company LLC, the private trust company that serves as the family office for Sam Zell and his family.
She is responsible for optimizing client experience and the office’s service capabilities across investments, accounting, charitable giving, tax, and other areas.
Lucy has been with the company for 20 years, working in a variety of capacities, including overseeing the financial services group and managing state regulatory compliance for the organization.
Prior to joining EGI in 2001, Lucy worked in public accounting for more than 10 years at a small local CPA firm; five of those years were spent as a partner.
She is a certified public accountant and graduated with a BS from Rockford College
Postes actifs de Lucy Mcfarland
Sociétés | Poste | Début |
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Equity Group Investments LLC
![]() Equity Group Investments LLC Investment ManagersFinance Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | 01/01/2001 |
Formation de Lucy Mcfarland
Rockford University | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Equity Group Investments LLC
![]() Equity Group Investments LLC Investment ManagersFinance Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois. | Finance |