Prior to joining The Bowman Law Firm, Ms. Ivester worked in the Wealth Management division of Morgan Stanley. During her 10-year career there Ms. Ivester has worked in all phases of client services. Most recently, she worked as a Consulting Group Analyst and Assistant Vice President focusing on business development of clientele by creating customized financial plans and asset allocation proposals, designed tailored reporting for new and existing clients and created and executed marketing strategies to attract new clients in the high net worth arena. In addition, she was responsible for computing performance measurements for clients, including, account performance, asset allocation monitoring and analysis and generating monthly and quarterly investment performance monitors. Ms. Ivester’s work was heavily concentrated in alternative investments specifically hedge funds and private equity funds. Ms. Ivester conducted due diligence reviews on investments in all asset classes to ensure that the investments remained in line with the client’s allocation and risk profiles. She also conducted due diligence reviews before any initial investments were made into any equity product.
Prior to her role as a Consulting Group Analyst and Assistant Vice President, she was a Registered Client Service Associate with Morgan Stanley where she independently improved and streamlined the service model and operational procedures for the team.