Education
- BA, Albion College
Gina is the Operations Manager and the link between our clients and their custodians. She works with clients to keep account agreements and other documentation in order, both when accounts are opened and as they change over time, and handles service requests with the custodians, so clients don't have to. She joined AZA in 2019.
Gina brings more than 20 years of experience in investment operations. At The Northern Trust Company in Chicago, she served as an Analyst and later as a Technical Coordinator, making sure new client accounts were set up accurately, managing the workflow for a team of investment analysts, and giving final approval on trades, cash movements, and account re-registrations. She also spent many years at M.C. Vogel, LLC before the firm joined AZA.
Gina earned a BA from Albion College.
Start with a conversation
A no-obligation, 30-minute introduction with investment people, not salespeople. If it seems like a fit, we'll follow up with a written proposal.