As a member of the Portfolio Management Group, Michelle Pecyna performs investment research and analysis on individual equities and asset classes. She is also a member the Whitnell Investment Committee, and she creates and communicates analytical, statistical, and performance information used in making mutual fund recommendations. In addition, Michelle applies her knowledge of individualized client objectives to implement investment proposals to achieve the effective management of portfolios.
She is most passionate about getting to know client’s needs, solving problems, and finding solutions to complex situations. She enjoys working closely with the Portfolio Management, Financial Planning, and Family Office Teams to always provide service that exceeds client expectations.
Prior to joining Whitnell in 2008, Michelle worked at Northern Trust Company where she gained 14 years of experience in roles related to personal investment management, estate administration, and trust operations.
Michelle received her Bachelor’s degree in finance from North Central College of Naperville, Illinois. She is a CERTIFIED FINANCIAL PLANNER™ professional.