Maureen James has more than 14 years of industry experience in both the institutional and client facing sides of the business. Maureen works with clients of the firm, and is an expert in the area of financial planning. She also directs our service and support staff.
Prior to joining Vertex, she worked with high net worth clients in preparing and analyzing financial plans as well as servicing client portfolios. She most recently was an Associate Wealth Management Advisor with Northwestern Mutual and also spent four years working for an investment banking firm in Chicago where she managed client portfolios for high net worth clients as well as multi-million dollar institutions.
Maureen earned a B.S. in Economics from Eastern Illinois and her Masters of Business Administration from Keller Graduate School of Management in 1994. She and her husband reside in Naperville, IL and have three children.