RCM Wealth Advisors
Katarina Jozwiak has extensive experience in operations and financial management within the wealth management and healthcare sectors. Currently serving as Corporate Benefits Director and previously as Director of Operations at RCM Wealth Advisors since April 2014, Katarina has also held various roles including Operations Manager and Client Services Associate. In the earlier stages of the career, Katarina worked as a Financial Analyst at Restore Flow Allografts, where a successful financial model was developed, and as an Investment Analyst at RCM Financial Services, contributing to financial valuation models and portfolio management projects. Katarina's background in athletics includes coaching roles at DePaul University, where significant achievements in academic success and competitive performance were noted. Educational qualifications include a Master of Science in Economics and Policy Analysis and a Bachelor of Science in Finance from DePaul University.
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RCM Wealth Advisors
RCM Wealth Advisors is an independent, employee-owned boutique firm that offers a wide array of financial services. Our expert staff comes from a variety of backgrounds, with experience at large financial organizations across the globe, yet we all have one thing in common: The belief that the financial services industry should be founded on trust and accountability. Guided by that belief, we provide our clients with the tools, insight, and elite personal service needed to succeed in today’s ever-changing fiscal landscape through 6 different divisions. RCM Wealth Advisors is an independent investment advisory firm dedicated to select high-net worth individuals, families, institutions and business owners. We provide forward thinking financial advice measuring the full-scope of our client's goals. RCM Corporate Benefits create efficient and comprehensive corporate benefits strategies designed to manage your risk, retain your best employees and attract new talent to your business. RCM Access is the next generation of concierge services for equities traders who make their own decisions but see the value in having additional expertise and individual assistance. We offer access to our team of knowledgeable market professionals and a personal relationship to assist you in trading your own account.