Beka has been providing tax and investment consulting to wealthy families and individuals since 1999.

As a Founding Partner of Altair Advisers, Beka helps clients in developing investment plans, recommends managers and tracks investment performance for clients. In addition to her client service responsibilities, Beka conducts investment manager due diligence serving as a member of the international manager search team.

Prior to forming Altair, Beka was a consultant in Arthur Andersen’s Private Client Services practice.

Beka is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ certificant. She is a candidate for the Chartered Financial Analyst^®, (CFA^®), designation having passed the Level 1 exam.

Beka graduated cum laude from Xavier University with honors in accounting. Beka is on the Board of Directors and the Finance Committee of Community Health, a free health clinic. She is also on the Finance Committee and the School Board of St. Benedict’s on the north side of Chicago.

Beka and her husband Steve, along with their daughter, reside in Chicago’s Uptown neighborhood.