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.