Lauren Sekerke, MBA, CFA®
Independent Advisory Solutions
As an advisor and business owner, it’s critical to have meaningful feedback on your process. Lauren provides Align Financial with project management support for major firm initiatives like hiring, technical topic research, portfolio management and money manager research.
Lauren’s analytical approach to project management helps Align Financial stay on course. With a depth of institutional investment management experience, she serves as a sounding board and critical partner in evaluating and implementing the portfolio management and investment manager review process.
Lauren is the Managing Consultant for Independent Advisory Solutions. She offers a diverse menu of services to investment advisory firms seeking part-time or project-based support.
Lauren earned her B.S. in Finance with a concentration in Mathematics from Lehigh University, followed by an MBA in Finance and Accounting from the University of Chicago. She is a CFA® charterholder and member of the CFA Society of Memphis.
Independent Advisory Solutions, LLC (“IAS”), is a specialized investment advisory consulting firm. With more than a decade of experience providing infrastructure support for financial advisors to streamline their practices, IAS delivers high-quality, professional assistance to investment managers and financial planners.