Jenifer Aronson, CFA

As founder and managing partner of Mosaic Fi, Jenifer’s vision includes providing individual clients with smart, straightforward and personalized planning and investment management with a focus on keeping costs to a minimum.  Jenifer leads all investment, planning and operations for the firm.  Her background includes
  • 14 years of Fixed Income Portfolio Management at Northern Trust, Brinson Partners
  • 8 years of Portfolio Construction and Financial Management for ultra high net worth family offices
  • 5 years of Financial Planning and Investment Management at Mosaic Fi
  • CFA (Chartered Financial Analyst)
  • MBA, Finance and Economics, University of Chicago, Booth School of Business
  • B.S., Business Administration, University of Arizona
Jenifer is an active member and committee participant of the Chicago Financial Exchange as well  as a former board member of the  CFA Society of Chicago.  She is a guest speaker and panelist for the Chicago Booth Women’s Network.  

She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.
Stacy L. Blum, CPA
Stacy has more than 20 years of accounting experience with firms including Arthur Anderson, Sawdust Investment Management Corp, USG and Red Granite LLC.  She is detailed, thorough and brings accountability to all facets of compliance and data security to Mosaic Fi. 

Stacy graduated with dual degrees in Accounting and Finance, Magna Cum Laude from the University of Arizona.  She is a Certified Public Accountant.
Lisa D. Montalvo
Lisa is responsible for the client’s administrative experience.  She handles the day to day client needs and requests.  With more than 20 years of client facing experience in multiple industries including insurance, real estate, construction and pharmaceuticals, Lisa delivers the standard of excellence Mosaic clients expect.

Lisa has a B.S. in Business Administration from Florida International University.
Mosaic Fi, LLC
250 Parkway Drive, Suite 150
Lincolnshire, Illinois 60069
(773) 425-6790