Sonya has more than 15 years of financial markets experience, including positions in operations, trading, and asset portfolio management with the Bank of Montreal. Sonya received her B.S. in Economics from the University of Illinois. She is also a CFA Level III candidate and is currently in the MBA program at the University of Illinois.
Brad has 25 years of financial industry experience. In addition to working with individual clients, Brad acts as portfolio manager for Durand, the North Star Opportunity Fund and the North Star Bond Fund. Previously he had 13 years of security experience as a member, specialist, and trader on the Chicago Stock Exchange. Brad graduated from the University of Maryland and received his J.D. from Marquette Law School. Brad and his family live in Highland Park, Illinois.