Profil
Ms. Rebecca S.
Raff is a Managing Director of Wealth Management at Nadler Financial Group, Inc. She is also a Director of Financial Planning.
She works with many of the firm’s personal wealth management clients to help them achieve their financial goals.
She also helps advise many of the firm’s 401(k) plan clients, and enjoys providing investment and 401(k) plan education to plan participants.
She currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework.
Prior to joining the firm in 2011, Ms. Raff gained several years of experience in the financial markets working at a firm that specialized in trading equity options.
She graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics and a minor in Mathematics.
She is a is a Certified Financial Planner and completed the financial planning coursework through Northwestern University’s School of Continuing Studies.
Postes actifs de Rebecca Sarah Raff
| Sociétés | Poste | Début |
|---|---|---|
Nadler Financial Group, Inc.
Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group aims to increase the value of their client’s portfolio while managing risks over the long term. | Membre du Comité d'Investissement | 01/10/2011 |
Formation de Rebecca Sarah Raff
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nadler Financial Group, Inc.
Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group aims to increase the value of their client’s portfolio while managing risks over the long term. | Finance |
















