Financial Advisor: ClientFirst Financial Strategies
Lauren has worked in the financial services industry since 2003. After thirteen years in investment banking and alternative investments, Lauren had an epiphany: she felt most fulfilled when helping individuals and families achieve their financial goals. Thus, Lauren became a financial advisor. She joined forces in 2016 with her father, Stanley Katz, who has been providing financial guidance to clients since Lauren was two years old. Prior to launching ClientFirst Financial Strategies, Inc., Lauren spent five years as a financial advisor at Ross, Sinclaire & Associates. Previously, Lauren was a member of the client service and marketing team at Magnetar Capital, a multi-strategy alternative investment management firm. Before joining Magnetar in 2010, Lauren spent five years with Man Investments, one of the world’s largest alternative asset managers. Lauren began her career in investment banking as a financial analyst with Houlihan Lokey Howard & Zukin.
Lauren is a CFA® charterholder. She earned a BBA in Finance from the University of Michigan and an MBA from the University of Chicago. She holds the FINRA designation of a General Securities Representative (Series 7) and has also passed the NASAA Uniform Securities Agent State Law Examination (Series 63).
In her free time, Lauren enjoys an active lifestyle—spending time with her family, swimming, and playing tennis. Her son can always be counted on for a daily reminder to close the activity rings on her Apple watch.
Words I Live By
“The noblest art is that of making others happy.” – P.T. Barnum
You Should Know…
- I swam competitively for 9 years.
- My parents took me to the 1992 US Olympic swimming trials, and I have been glued to Olympic swimming broadcasts ever since.
- I have lived in the city of Chicago since 2003. I love it.
- I volunteer with Kids First Chicago to help reduce barriers to digital learning impacting Chicago Public School students.
- My children have piggy banks on the third shelf of their bookshelves. We have coined this area “Third Shelf Asset Management.”
My Literary Love
The Harry Potter series – No matter my age, I am always captivated when authors create “other worlds” where magic and imagination thrive.
The Best Getaway
My favorite getaways are spur-of-the-moment adventures with my family. Want to check out the Smoky Mountains this weekend? I’m in!
My OneSeven Reason
OneSeven’s philosophies align with mine. They get me and my approach to helping clients, which makes us a powerful team.