Barbara Best, Aif Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Oakbrook Terrace, Illinois, Us

CAP STRAT (aka Capital Strategies Investment Group LLC) is as an independent, fiduciary investment advisory firm that offers strategic advisory, macro-economic consulting, asset management and private wealth advisory services to individuals, families, and institutions, ranging from public, private, and non-profit organizations and their endowments, foundations, retirement plans, operating and reserve accounts. We partner with clients to define their vision of success and desired outcomes and chart an optimal path within their risk parameters to help fulfill organizations’ missions and personal dreams and legacies. And every member of our talented team of professionals is focused on and contributes to client success. As a founding Partner and Principal, I have played many roles, historically focused on institutional client management and consulting, and representing the firm in our industry. Now, my primary focus is to strengthen the awareness of our firm and brand, develop and support private client relationships, co-lead the CAP STRAT Women's Forum, and offer our programming to other women’s groups.

Oakbrook Terrace, Illinois, Us

Forum's Mission: The Forum's mission is to support the personal, professional and financial success of women by offering community, events and resources that propel women to live empowered and fulfilling lives. Vision: Women supporting each other, all living empowered and fulfilled lives.Why a Women’s Forum?- 3 of the 6 Principals in our firm are women;- We are passionate and committed to helping women empower themselves – especially financially, so we can better control our destinies;- By 2020, women are expected to control 67% of the worlds’ wealth; and - 9 out of 10 women will be solely responsible for finances at some point in their lives. We currently reach over 3,000 women in our Chicago and So. Florida Forums. The positive response and growth is a result of the quality programming, resources, events and women involved. Contact me directly to learn more about our firm or the Women’s Forum and to explore how we can support your success. Because, when women support women, amazing things happen!

New York, Ny, Us

Senior Relationship Manager of the Firm's institutional clients within the Retirement Group. Service oversight included, pension plans, defined contribution plans, stock option plans, stock purchase plans, and health and welfare plans. Prior to this role, I managed the marketing team responsible for delivering sales and marketing support to the firm's small and mid-market retirement plan specialists and 15,000 financial advisor sales force.

New York, Ny, Us

Lead all marketing initiatives for the institutional advisory business, integrating and promoting the services through specialists and financial advisors to their clients and COIs, including small business succession strategies through ESOPs, corporate sales, and private placements to fund buyouts or growth initiatives.I also held various positions in the Private Client Group, leading the Strategic Planning and Research team to advise the firm on growth strategies of the private client business.Participant in select corporate leadership and development programs.

New York, Ny, Us

Shearson Lehman Brothers Division: Manager of Strategic Planning, conducting market share and product research to support the Firm's strategic product sales and marketing initiatives.American Express Corporate Financial Management Program: One of 12 graduates recruited to participate in a two year training program. Rotated as an analyst in the varying divisions: Travellers Cheques, Travel Related Services, Corporate Treasury, American Express Bank and Shearson Lehman Brothers.

B.A., Economics

Professional Program In Business Certificate, Finance

Junior Semester Abroad: London School Of Economics