René D. Pereiro
Director of Technology & Compliance, Client Services Manager
René re-joined Wolff Financial Management in October 2020 and is responsible for the firm’s technology infrastructure, comprehensive compliance program, client service policies, and marketing efforts. Prior to joining Wolff Financial, René spent over 7 years with Harbor Capital Advisors in Chicago, IL where she most recently held the position of Senior Distribution Intelligence Analyst. She has also held roles with PNC Investments and Transamerica Retirement Solutions. René was an intern and administrative assistant with Wolff Financial from 2007-2010.
René earned an MBA from the Booth School of Business at the University of Chicago with concentrations in finance and economics. She is also a graduate of Western Michigan University, where she obtained a Bachelor of Business Administration in finance.