“I like knowing that what I do impacts clients positively as they reach their financial goals. We are small enough to have that one-to-one relationship with clients and we really get to know them. Our close-knit team in a small town makes us unique and clients welcome that.”
Background & Role
As a Portfolio Manager Assistant and Trading Specialist, Emily assists in the trading operations for the investment management team. She acts as primary trader and coordinates with the portfolio managers to execute and oversee the entire trading process including execution, rebalancing, and collecting investment research. Emily also works closely with the Client Service Managers and Operations Team to help ensure client requests are being completed.
Emily has been working at PJS Investment Management since January 2018 and has an additional 13 years’ experience in accounting within the manufacturing field.
Emily is married and lives in Grafton, WI, with her husband and their two children. Outside of the office she enjoys spending time with her family and being outdoors biking or hiking.