Pekin Hardy Strauss Wealth Management
Jennifer D. has a diverse work experience history. Jennifer started their career at Thomson Financial as a Client Services Manager, where they provided consultancy services to publicly traded clients on targeting new institutional investors and shareholder evaluation. Jennifer then moved on to Morningstar as a Financial Product Management/Manager in the Client Support Team, where they analyzed investments and developed training programs for institutional sales and support employees. Jennifer later joined the Quinlan School of Business, Loyola University Chicago as a Board Member and Volunteer, where they coordinated alumni events and conducted patient surveys at Northwestern Memorial's Prentice Women's Hospital. Jennifer then worked at The Receivables Exchange as the Senior Director and Head of Member Services, where they released trades and led customer service initiatives. Jennifer is currently working at Pekin Hardy Strauss Wealth Management as the Chief Compliance Officer, where they conduct compliance reviews, oversees policies and procedures, and performs forensic tests.
Jennifer D. obtained their Bachelor's Degree in Sociology from DePaul University in 1990. Jennifer later pursued a Master of Business Administration (M.B.A.) in Finance from Loyola University Chicago in 2002.
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Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management's mission has been to help its clients reach their financial goals for more than a quarter of a century. Over the years, they have helped their clients navigate through several challenging investing environments, and they have formed decades-long relationships with their clients and their families. Theycurrently manage more than $800 million in assets on behalf of their clients.They develop highly personalized financial plans and customized investment portfolios that are tailored to each client's unique needs, goals, and values. As investors, they seek to generate superior risk-adjusted returns through a value investing approach that emphasizes downside protection and preservation of capital.Importantly, they eat their own cooking; they invest their personal capital alongside the capital of their clients. They believe this approach aligns them better with their investors and makes them more careful about their investment decisions.