Rigorous Thinking

Financial and economic commentary reflecting Ativo’s world view:

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Jonathan Carpen

Wednesday, February 20, 2019

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Jonathan joined Ativo in 2019. He oversees all aspects of operations at Ativo, including account reconciliation, reporting and performance measurement. Prior to joining Ativo, Jonathan worked at Milliman in their financial risk management department as an Operations Analyst, where he processed daily client money movements as well as reconciling intraday trades. Prior to Milliman, he worked at Northern Trust Company as a Senior Analyst and was responsible for executing mutual fund trades and trading support. Jonathan graduated from Chicago State University with a bachelor’s degree in Management Information Systems.

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Shirley Huang, CPA

Monday, October 5, 2015

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Shirley has been with Ativo since 2014, she oversees all aspects of the firm’s accounting operations, including accounts payable, accounts receivable, payroll, bank reconciliation, budgeting, financial statements, annual audit, and tax returns. She has more than 20 years of accounting and finance experience within the banking, investment, and education industries. Shirley earned a bachelor’s degree in Finance from Xiamen University, China and a master’s degree in Accounting from the University of Illinois at Chicago. She received her CPA designation in 1997.

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