Lela has 12 years of investment industry experience in the areas of investment adviser compliance and Global Investment Performance Standards (GIPS®) compliance. Lela advises Vista360 investment adviser and fund clients on regulatory compliance matters, including CCO support, compliance program development, annual review, risk assessment, testing, SEC examination preparation and service provider due diligence. Clients include institutional advisers, wealth managers, private funds and investment companies across a variety of asset classes and investment strategies.
Previous experience includes:
Compliance Officer at Geneva Capital Management
GIPS Manager at Geneva Capital Management
Education & Affiliations:
Bachelor of Biological Sciences at University of Wisconsin – Milwaukee
Development Committee Member of Bloom360 Learning Community
Board Member of Bloom360 Learning Community