Paulina Cobos is a Client Assistant dedicated to providing exceptional client service and support throughout the financial planning process. She graduated from Marquette University in 2024 with a triple major in Psychology, Business Administration, and Spanish for the Professions. Currently, she is pursuing her Master of Business Administration (MBA) at the University of Wisconsin-Milwaukee, with concentrations in Finance and Business Analytics, while also earning an Artificial Intelligence Certificate.
Prior to joining the team full-time, Paulina served as a year-long Baird intern in the Mutual Funds Department, where she gained valuable experience in the financial services industry. She now works closely with clients and advisors to coordinate meetings, assist with account requests, and help ensure a smooth and positive client experience.She focuses on coordinating client needs, maintaining smooth day-to-day operations, and helping ensure a positive and seamless experience for every client interaction.