Eileen Ward, MBA
Eileen Ward, MBA
Eileen Ward is a highly motivated and accomplished financial advisor with a passion for helping executives and entrepreneurs achieve self-actualization through their financial planning and investments. She has an MBA in Finance, Economics, and General Management from The University of Chicago Booth School of Business and a Bachelor's degree in Finance and History from Miami University. Eileen has held various positions at Goldman Sachs, where she was Regional Director and Vice President, and at C.H. Robinson Worldwide, Inc., where she was an Account Executive and National Sales Representative. Most recently, she served as Vice President, Financial Advisor at Bernstein Private Wealth Management and since 2019 has been with LoCorr Funds, where she is Regional Vice President.
Eileen works with clients to create bespoke portfolios customized to meet their unique value systems, objectives for themselves, loved ones, communities, and business interests. Her approach takes into account the clients' entire financial journey and life-curve balls. Eileen has an intimate understanding of her clients' financial behavior through her expertise in behavioral finance, which she studied at her alma mater. Her clients appreciate her navigational support in their financial journey, offering them advice, analytics, and bespoke portfolios to ensure that all aspects of the plan work cohesively towards their goals.