Felicia O’Malley enjoys partnering with clients to define their unique goals. She works with clients and their families to navigate to the future they envision for the education of their children, retirement, vacation homes and legacy.

Felicia has more than 19 years of experience in wealth management, financial planning and futures and options trading. Felicia was previously Vice President and Financial Consultant with Charles Schwab & Co; and Director of Institutional Sales for New York Life Asset Management, following work as an Institutional Derivatives Sales/Trader at Merrill Lynch.

Felicia received her MBA with a concentration in Finance from the University of Notre Dame and graduated with a BA in English from DePauw University.

She is President of the Woodlands Academy Alumnae Board and Chair of the Finance Council of her church. She takes pride in her work with numerous women’s organizations and the Rotary Club of Winnetka. Felicia enjoys new challenges and has recently earned her keelboat certification and is a fitness enthusiast. She grew up on the Northshore and lives in Winnetka with her husband of 29 years and has three children.