Portfolio Administrator

Renee Novak is a Senior Portfolio Administrator primarily responsible for client relationship management, reporting, portfolio analysis and operations support. She has direct contact with Trustees, Directors, and Officers of Corporations, Not-For-Profits, and ERISA Plans as well as high net worth individuals. Renee is liaison with brokerage service customer representatives, ERISA Custodians, Third Party Administrators, Attorneys and Accountants.

She earned a B.A. in Business Administration from Columbia College, Columbia, MO and graduated Magna Cum Laude. She was awarded induction into Alpha Chi, Honors Fraternity.

Renee’s civic experience includes St. Charles County Election Judge and American Red Cross Volunteer. She has also served on several not-for-profit boards.

Renee is a registered investment advisor representative.