HORAN Capital Advisors Expands Team to Support Clients

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HORAN Capital Advisors (HCA) is pleased to announce Lisa Marek has joined the organization as Client Services & Operations Associate.

HCA is an independent, investment advisory practice focused on the investment and planning needs for high-net worth families and institutions. HCA is dedicated to forming lifelong relationships with their clients while helping them develop customized investment portfolios and providing counsel on business and family planning.

Lisa’s primary responsibilities will be to work with the portfolio management team to ensure that all clients receive outstanding customer service. Lisa will coordinate the client onboarding process, maintain the integrity of the customer relationship management (CRM) system and portfolio reporting platform, manage client requests and facilitate preparation of client correspondence.

“I am very confident that with Lisa’s addition we are positioned to continue to provide exemplary service to our clients,” said Nicholas C. Reilly, President & Principal of HCA. “This continues to increase the depth of our team as we differentiate ourselves in the wealth management industry.”

Lisa brings over two decades of retirement plans experience and credibility in client service. She previously administered retirement plans with total assets of $180M and 3,400 participants. Her wealth of knowledge is a key part to fostering a strong client experience.

“HCA has an excellent reputation of being an industry leader in this community,” said Marek. “I’m proud to be a part of an organization that believes in helping people achieve their goals.”