Releve has been welcoming new clients and has added staff to support that growth. Please help us welcome our new team members — Lindsey, Nate and Katie.
Lindsey joins us to assist with investment management, client advice, and service. She has eight years of experience in the financial industry, problem solving for clients, and loves a good excel spreadsheet. Lindsey holds AAMS and Series 65 designations and is currently pursuing her CFP. She is always good for a book or TV show recommendation and loves a lazy afternoon with her husband and dogs.
Nate is a student at the University of St. Thomas pursuing a bachelor’s degree in Finance and Management. He is an intern who assists with client meetings and data management, with a focus on investment analysis. At college, Nate is an Equity Analyst and Portfolio Manager covering the Financials sector for the student-managed Aristotle Fund. A Minnesota native, Nate enjoys getting outside any chance he can get.
Katie is also a Releve intern. From Onalaska, Wisconsin, she is a sophomore at the University of Minnesota studying mass communication. She is responsible for managing Releve’s presence on Facebook and LinkedIn, as well as our new blog, “The Dawn of Retirement.” Away from school, Katie enjoys exploring Minneapolis, engaging in fitness activities, and volunteering for the Make-A-Wish Foundation through Chi Omega Sorority.
We are thrilled to have added Lindsey to our team of financial professionals and pleased to offer true learning opportunities through Releve’s internship program for college students like Katie and Nate.