Lauren Ross_Temporary

Lauren Ross

Investment Operations Analyst

Lauren works closely with the operations team to maintain the firm’s online portfolio management and reporting platforms. She optimizes and maintains accurate data to support SWP wealth advisors and clients in making informed decisions. Lauren’s interest in data management paired with her eagerness to serve others complements the firm’s commitment to insightful planning and objective advice.

Prior to joining SWP, Lauren held investment operations positions with Northwestern Medicine and Millennium Trust Company. She gained experience with various investment responsibilities, including trade processing and portfolio analysis and larger projects such as new investment technology implementation.

In her free time, Lauren enjoys reading and exploring Chicago. She is a lover of all animals and has a pet dog, snake, and lizard.

Favorite Quote

“If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein

Education

BS in Business Administration, Finance, Drake University

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