First and foremost, I am a seeker of understanding, experience and wisdom. I am intrinsically driven to learn about relationships and processes, from the smallest detail to the highest level of organization. I am motivated by sharing what I’ve learned and assisting in methodically and gently helping others (individual people or organizations) find ways to enhance their experiences and develop creative solutions that meet personal and organizational needs.
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.
Lela has 13 years of investment industry experience in the areas of investment adviser and fund compliance and Global Investment Performance Standards (GIPS®) compliance. Prior to joining Vista360 in 2016 Lela was a Compliance Officer and GIPS Manager at Geneva Capital Management, an SEC registered investment adviser.
In addition to regulatory compliance consulting, Lela assists in client engagements involving complex organizational initiatives including, process improvement, product launches and redesigns, team development and culture enhancements.
Lela also has great passion for her work with Bloom360 Learning Community, a non-profit private school serving children with neuro-diverse needs. Lela serves as a member of the Development Committee and Board of Directors and also seeks opportunities to work directly with the Learners (students) through one-on-one art sessions and other interest driven project opportunities.
Lela earned a Bachelor of Biological Sciences at University of Wisconsin – Milwaukee.