Ilana has kept things in good standing at the Berkeley offices since joining in 2012 and has built valuable relationships with just about every client at the firm. As Operations Manager, Ilana is in charge of processing client requests. Her favorite part of the job is working with clients during the big, important moments in their life — like opening a custodial account for a new baby to start investing early or assisting with rolling over a 401(k) plan for a recent retiree.
Born and raised in Dunwoody, GA and graduate of Georgia State University, Ilana is a true Atlanta native. She enjoys spending time with her husband and son and traveling to new places. She is a diehard Atlanta Falcons fan and never misses a game