Trish HalperCo-Chief Investment Officer at Cercano ManagementPanelist
Profile
Trish Halper is currently the Co-Chief Investment Officer at Cercano. Prior to Cercano she was the Chief Investment Officer for the Global Family and Private Investment Offices at Northern Trust, responsible for over $50 billion in advisory assets. She also served as Deputy Chief Investment Officer at Wespath Benefits, overseeing a $30 billion multi asset class investment portfolio. Previously, she spent over twenty years at Chicago Equity Partners, a boutique quantitative asset management firm, as a quant researcher, portfolio manager, and Chief Investment Officer. Trish is a CFA charterholder and holds a MS in financial mathematics from the University of Chicago and a BS in mathematics from Loyola University Chicago.
Agenda Sessions
The new rules of Wealth Management
, 9:05amView Session
