As part of our investment team, Charlotte focuses on research for portfolio construction, strategy implementation and monitoring. She is also involved in our retirement plan investments and is responsible for reviewing retirement plan clients’ strategies. Additionally, she oversees the creation of client reporting to ensure clear communication and transparency. Charlotte supports the operational efforts to implement efficient processes through ad hoc project management. Charlotte currently resides in Chicago and in her free time enjoys exercising and traveling. She attended Lake Forest College where she earned her bachelor’s degree in economics. Education: B.A. Economics, Lake Forest College Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.