Joelie Donofrio

Associate, Private Wealth Client Services

Joelie Donofrio is an Associate, Private Wealth Client Services in the Chicago office. She works alongside Cresset’s advisors and is responsible for assisting in the day-to-day relationships of our clients. Joelie brings experience from Charles Schwab where she was a Relationship Specialist in their Advisor Services department. Most recently, Joelie worked in client service for an investment consulting firm in Chicago.

Joelie graduated with a bachelor’s degree in Economics from the University of Arizona. In her spare time, she enjoys walks by Lake Michigan, exploring new restaurants, and spending time with her friends and family.