“The ability to assist with tasks that are overwhelming and to make the process and administration of financial matters more organized, efficient and manageable is extremely rewarding.”
Basia graduated from the University of Illinois, Urbana-Champaign, with a BS in Accounting and is a CPA. She worked as a senior audit associate at Arthur Andersen & Co. providing extensive accounting and financial consulting services to clients primarily in the financial services industries. She moved on to become the assistant controller at Grosvenor Capital Management, LLC supervising the accounting department’s daily operations and worked with fund managers, banks, client service personnel and investors to ensure timely and accurate reporting of the company’s investment funds.
While raising three children who are now young adults with her husband in Highland Park, IL, Basia handled personal finances and provided administrative support for elder family members and other individuals. She is excited to combine her business background with client interaction to assist individuals facing challenges with administration of personal finances.
Her background includes:
Bachelor of Science in Accounting, CPA, University of Illinois, Urbana-Champaign, IL
Assistant Controller, Grosvenor Capital Management, LLC
Senior Audit Associate, Arthur Andersen & Co.
Volunteer Work: College Bound Opportunities, Mentor; Na’amat USA, Chaverot Chapter Board of Directors & Treasurer; North Suburban Synagogue Beth El, Board of Directors & Member of several committees
Passions: Basia enjoys spending time with family and friends, tennis, travel, outdoor adventures and biking.
How she makes a difference: “Providing clients with a sense of security that their financial affairs are being attended to in an organized, timely, accurate and efficient manner.”