Meet Our Summer Intern: Margarete Byrd

Jun 5, 2025 | News

Meet Our Summer Intern: Margarete Byrd Please write a short biography about yourself:  Hi! My name is Margarete Byrd, and I am a rising junior at the University of Michigan – Ann Arbor studying Economics. I hope to pursue a career in business, specifically finance,...

Meet Our Spring Intern: Akansha Burad

Apr 3, 2025 | News

Meet Our Spring Intern: Akansha Burad Please write a short biography about yourself. I am a finance professional driven by curiosity, continuous growth, and a passion for strategic investing. Currently, I am pursuing my Master of Science in Finance at the Illinois...

MoneyGeek – Best Life Insurance for 50-Year-Olds in March 2024

Aug 28, 2024 | In The Media, News

MoneyGeek – Best Life Insurance for 50-Year-Olds in March 2024 Why is life insurance more expensive for people over 50? Life insurance typically costs more for individuals over 50 due to several age-related factors. Firstly, increased health risks come into...

Meet Our Summer Intern: Alexandrea Lee

Jun 20, 2024 | News

Meet Our Summer Intern: Alexandrea Lee Please write a short biography about yourself: I’m Alexandrea Lee, an incoming sophomore at Northwestern University, majoring in Industrial Engineering and Economics. I hope to pursue a career in financial engineering, finance,...

Meet Our Summer Intern: Nathan Lodes

May 30, 2024 | News

Meet Our Summer Intern: Nathan Lodes Please write a short biography about yourself: My name is Nathan Lodes, and I’m an incoming junior at the University of Iowa planning on majoring in Finance & Accounting. I graduated from Barrington High School in 2022 and have...

Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships

Jun 14, 2023 | News

Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships.  She has over ten years of experience in financial...