FOUNDER

Galia Felemovicius

Originally from Mexico City, Galia began her career at the Central Bank of Mexico in their Primary Interest Rate and Foreign Exchange offices. In her role at the Central Bank she facilitated monetary policy execution and provided in depth analysis on Emerging Markets’ economies and policies to the Board of Governors. After graduating with her MBA from Wharton, she joined the Private Wealth Management Group at Goldman Sachs where she spent seven years advising ultra affluent clients. She next spent two years at a Chicago investment consulting firm prior to founding Foresight Wealth Advisors. Throughout the years, Galia has leveraged her global perspective and intimate knowledge of financial markets and world economies to enhance her clients’ investment acumen and experience.

Having gleaned years of invaluable experience managing the portfolios of ultra-affluent clients, Galia established her own firm out of a desire to control the number of clients she serves, thus providing each one the highest level of service and attention. Galia works to ensure that her clients understand their investments and the behavior of their portfolios in both a good market environment and, more importantly, a challenging market environment. She is driven to distill complex financial issues into manageable strategies that support her clients’ values and goals.

Galia lives in Skokie, Illinois with her husband and their four children.

Education

INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO
B.A. in Economics, Magna Cum Laude, 2004

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA MBA, Finance and Entrepreneurship. 2008

“One of my goals is to provide my clients with peace of mind that they will be able to maintain their lifestyle throughout their lives”

client service

Stephanie Platt

Stephanie Platt began her career in Financial Services in 1992 with Prudential Insurance. She graduated in 1994 with a Bachelor of Business Administration in Finance and Economics. Shortly after graduation, she accepted a position at Dean Witter Reynolds, assisting several top producers with sales and marketing. In spring of 1995, she was recruited by Vestax Corporation, a small Broker/Dealer, where she headed up their product division concentrating on Mutual Funds and Variable Annuities. In March 1997, she was presented with the opportunity to help develop a new RIA Corporation that focused on specific money management strategies for registered representatives to use with their clients. Once the securities department was fully functional, she transitioned into the retirement plans area, helping to develop a group annuity platform through ING Reliastar for use with 401k and 401a plans. In April 2007, she started Financial Services Outsourcing Solutions, Inc., which specializes in assisting Registered Investment Advisors with their back-office operations and marketing.

Stephanie is an Ohio native and has been married to her husband David, since 1995. They have three children: Kaelyn (29), Haleigh(19) and Gabriel(14).

Education

KENT STATE UNIVERSITY
Bachelors in Business Administration, 1994

Compliance resource

Tiffany Chamberlain

Tiffany Chamberlain has 20 years of experience in the financial services industry in the areas of accounting, audit, and compliance. As a former NASD (now known as FINRA) regulator and "Big 4" advisory consultant, she has audited and advised over 450 broker dealers and registered investment advisors. Additionally, she has served as Vice President of Internal Audit of a major regional bank, overseeing the subsidiary broker dealer and registered investment advisor. She also served as a Registered Investment Advisor ("RIA") Senior Compliance Officer for a national securities firm. 

Tiffany has comprehensive experience in advising financial services companies on enhancing the effectiveness and efficiency of compliance programs and regulatory reporting through process analysis, needs assessment, problem identification/resolution, and process re-engineering. Tiffany advises clients on the latest regulatory developments, such as Form ADV filings, Customer Disclosures, Custody, and Advertising, and assists clients in implementing policies and procedures designed to comply with the rules and regulations. She possesses the valuable experience of having been on both sides of compliance, first, as a former regulator, and secondly as a senior compliance officer assisting in the coordination efforts for FINRA and SEC examinations, as well as responsible for responses to regulatory inquiries. 

Tiffany has worked with several top-tier investment advisory and brokerage firms including, Goldman Sachs, Morgan Keegan, Raymond James, and Bank of New York

Education

GOVERNORS STATE UNIVERSITY
B.A., 2000