Each member of the Board of Directors for Wintrust Investments, The Chicago Trust Company, Great Lakes Advisors, and Chicago Deferred Exchange Company brings meaningful skills and experience to the table. Collectively, they have a diverse perspective on leadership, business, and philanthropy. Moreover, they all have strong ties to the communities we serve, which will help us further strengthen our position as Chicago's wealth manager.
Chicago Deferred Exchange Company
Karen joined CDEC in 1996 and during her career has facilitated tens of thousands of exchanges of real and personal property for corporate, institutional and individual taxpayers. She is also responsible for the overall financial management of the company. Prior to joining CDEC, Karen worked in the accounting division of Chicago Title and Trust Company and for Marshall Field & Company after completing their Management Training Program.
Karen earned her B.S. from the University of Illinois at Urbana-Champaign and earned her Certificate in Computer Careers at DePaul University in Chicago in 2003.
A story of persistence and unrelenting commitment to integrity and client service.
Actively participating in, and giving back to, the communities we serve.
An experienced team with a broad perspective on leadership, business and philanthropy.