Jenifer is the Founder and Managing Partner of Mosaic Fi.
From 2005 to 2012 Jenifer worked with family offices and ultra high net worth individuals advising them on their investment portfolios, tax and estate planning and other financial related matters.
She began her career at the Northern Trust Company in Chicago in 1991 where she started in their Trust department and later became a fixed income trader.
From 1995 to 1998 Jenifer was a portfolio manager for the fixed income team at UBS Brinson Partners in Chicago.
From 1998 to 2005 Jenifer was a fixed income portfolio manager at Northern Trust Global Investments in Chicago. She specialized in the ABS and CMBS markets. During her tenure she also managed the fixed income trading desk.
Jenifer received a B.S. degree in Business Administration from the University of Arizona and an M.B.A. in Finance and Economics from the University of Chicago.
Jenifer holds a Chartered Financial Analyst designation, is a member of the CFA Institute and a member of the Charter Financial Analysts Society of Chicago. Jenifer is serving on the Board of Directors for the CFA Society of Chicago for a three year term from 2017 thru 2020. She was the Co-chair of the CFA Professional Development Advisory committee from 2015 thru 2017 and a member of the CFA Women's Steering committee.
Stacy is the Compliance and Operations Director for Mosaic Fi. She is responsible for the oversight of compliance and data management for the firm.
Stacy began her career at Arthur Andersen in 1991 and worked in their Phoenix, New York and Chicago offices. From 1991 to 2002 she was involved with all aspects of external audits for both private and publicly traded multinational companies. She managed client audit engagements and prepared financial statements for management, shareholders and SEC reporting.
From 2002 to 2007, Stacy worked as an accounting consultant to USG Corporation and oversaw a team of twenty-five claims analysts.
From 2007 to 2008, Stacy was an accountant for Sawdust Investment Management Corp. She analyzed and reported on the performance of hedge fund and private equity investments in addition to other internal and external accounting responsibilities.
From 2015 to 2016, Stacy was an outsourced accounting consultant for Red Granite LLC. She acted as a CFO for privately held companies in which she prepared annual budgets, monthly financial statements and management reporting.
Stacy graduated Magna Cum Laude from the University of Arizona and earned dual B.S.B.A. degrees in Accounting and Finance.
Stacy is a Certified Public Accountant.
Lisa D. Montalvo
Lisa is the client servicing administrator for Mosaic Fi. She will be working with our clients to address their day-to-day needs and requests. Lisa will also be working on ensuring that regulatory requirements are addressed in a timely manner.
Lisa began her career as a licensed insurance claims adjuster. She then became a certified residential real estate appraiser from 1993 to 1999.
From 1999 to 2013 Lisa worked for PharMerica and Eli Lilly in long term care and pharmaceutical sales.
Lisa is also a licensed general contractor.
Lisa received a B.S. degree in Business Adminstration from Florida International University in Miami, Florida.