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.

Education

  • 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.