Ilana Liss is instrumental in the development, presentation and execution of our custom solutions. Her extensive knowledge and skill has earned the respect of clients and helped forge strong relationships with them. She provides counseling and concierge service for our clients throughout the Solution Design process, and she communicates regularly with clients and their advisors throughout the strategy development and execution process. Ilana also directs the underwriting and customer service staff which makes her responsible for our complete client experience.
Prior to joining our firm, Ilana worked as a client service advisor at a hedge fund located in Chicago, Illinois. She is a graduate of the Ross School of Business at the University of Michigan.