Our team here understands the importance of paying attention to the details of their clients’ lives in order to offer the best approach.
NAPERVILLE, Ill. (PRWEB)
February 12, 2020
DHJJ Financial Advisors welcomes Samantha Bonamassa as the firm’s new Chief Compliance Officer. Due to significant growth of the firm, Samantha will be taking over this role in a full-time capacity from Managing Principal Paul Minta who served as the firm’s CCO for the past 14 years in addition to his role as an investment advisor.
“We are so pleased to have Samantha join DHJJ Financial Advisors as our new CCO,” Managing Principal Paul Minta said. “Her professionalism and expertise in the RIA compliance area will make her a valuable part of our financial advisory team.”
As Chief Compliance Officer, Samantha is responsible for ensuring that DHJJ Financial Advisors maintains a culture of compliance and abides by the rules and regulations as set forth by the Securities and Exchange Commission.
Samantha has extensive experience in providing carefully tailored compliance programs and proactive compliance consulting services to registered and non-registered investment advisors, venture capital firms, hedge funds, private equity firms, and other financial entities.
“I am so excited to be a part of the team at DHJJ Financial Advisors and am very much looking forward to working with such a dynamic financial advisory firm,” new CCO Samantha Bonamassa said. “Our team here understands the importance of paying attention to the details of their clients’ lives in order to offer the best approach.”
Samantha earned her B.A., cum laude, from the University of Florida and her J.D. from Ave Maria School of Law. She is an attorney admitted to the Bar in both Illinois and Florida, and is an active member of Chicago Financial Women, Association for Corporate Growth, and several other organizations in Chicago.
About DHJJ Financial Advisors
DHJJ Financial Advisors, a registered investment advisory firm, provides investment and financial planning services to clients. DHJJ Financial Advisors focuses on working with individuals, families, trusts, and retirement plans alongside our affiliate DHJJ Certified Public Accountants and Business Advisors. Our Certified Financial Planners™ are also Certified Public Accountants able to overlap their expertise in investment management, financial planning, and income tax planning to provide their clients with unique solutions to their financial challenges. For more information, visit http://www.dhjjfinancial.com.
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