Investment Operations Specialist

Eva is responsible for daily monitoring of client contributions, distributions, trades and transfers. Through her tax preparation background, she assists with tax planning analysis and related questions.


  • M.B.A. Civil Engineering, Chalmers University of Technology, Gothenburg, Sweden

Greatest Professional Satisfaction

Working in the investment operations department, it is rewarding when, simply through my daily work, I can help the advisors and CSRs fulfill our clients’ financial goals.

Greatest Personal Satisfaction

I enjoy spending as much time as possible with our three kids and six grandchildren, 2 through 9 years old. I also enjoy all kinds of outdoor activities, such as hiking, biking, skiing, and camping. My husband and I have been fortunate in that we have been able to travel a lot over the years, both in the U.S. and overseas. Being born in Sweden, but having lived in the US for more than 35 years, I try to visit my family “back home” a couple of times every year.