Wednesday, February 20, 2019
Jonathan joined Ativo in 2019. He is responsible for trade operations, portfolio administration, reporting and commission-sharing arrangements. 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.
Thursday, March 10, 2016
Patrick joined the firm in 2015. He oversees all aspects of operations at Ativo, including account reconciliation, reporting and performance measurement. He has over 20 years of Investment Operations experience, having worked with Keeley Asset Management, Gardner Lewis Asset Management, Advent Software, Morgan Stanley, Bankers Trust and The Vanguard Group. Patrick holds a bachelor’s degree in Finance from the University of Dayton and a master’s degree from Eastern University. He is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).
Thursday, October 8, 2015
Maria has been with Ativo since 2013 and oversees the daily office operations of the company. Her responsibilities encompass many areas of the firm including IT support, accounts payable and receivable, client service, organization and filing, and facilities management. She has received her certificate on Microsoft Office Specialist with focus on Microsoft Outlook, as well as completion of certificates in Microsoft SharePoint and Teams. Before joining Ativo, Maria worked in property management as a bookkeeper and in printing as an office manager.
Monday, October 5, 2015
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.
Thursday, June 25, 2015
Eric has been with Ativo since 2014. He manages our compliance activity and oversees operations. Prior to joining the firm, Eric was Director and Senior Compliance Officer of UBS Global Asset Management. He also served as Securities Compliance Examiner and Staff Accountant for the broker-dealer examination program in the Chicago regional office of the U.S. Securities and Exchange Commission. Eric is an Illinois-registered CPA, a CFE (Certified Fraud Examiner), has completed Level I of the CFA® program, and is an IACCP® (Investment Advisor Certified Compliance Professional). He holds a bachelor’s degree in Accountancy and a master’s degree in Accounting…