Elia Juarez is a Client Service Associate who works to create individualized client reports and tailor meeting materials for existing clients. She also provides direct client service, fulfills requests for our clients’ auditors, and manages the client materials and files.

Before joining the firm in 1999, Elia worked at Stein Roe as a Research Assistant in the Fund Department where she generated spreadsheets for clients who requested special information regarding their retirement accounts.

Education and Professional Credentials

• Industry Start: 1997
• University of Illinois, BA