Rebecca Sarah Raff
Membre du Comité d'Investissement chez Nadler Financial Group, Inc.
Profil
Ms. Rebecca S.
Raff is a Shareholder & 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 |
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Nadler Financial Group, Inc.
Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois. The firm was founded by Michael Nadler in 1997 as VRN Financial Services, Inc. Nadler Financial Group provides investment advisory and wealth management services to high-net-worth individuals and corporate sponsored retirement plans. | Membre du Comité d'Investissement | 01/10/2011 |
Formation de Rebecca Sarah Raff
University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 1 |
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Nadler Financial Group, Inc.
Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois. The firm was founded by Michael Nadler in 1997 as VRN Financial Services, Inc. Nadler Financial Group provides investment advisory and wealth management services to high-net-worth individuals and corporate sponsored retirement plans. | Finance |