Lee Morava

With over 35 years in the investment management field, Lee draws upon her deep and varied experience to provide creative, tailored solutions that help her clients successfully transition through key life events. Her client experience includes the sale of a large Chicago-based family business from the founder to his children, the retirement of a Fortune 500 CEO to entrepreneur status, and the successful integration of the second generation of a family into their family plan due to the untimely death of the first generation.

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