Margaret M. Baer

IACCP®, MBA

Chief Compliance Officer

I believe in a hands-on approach to compliance and enjoy collaborating with my colleagues to better serve our clients.

475 Half Day Road Suite 210 Lincolnshire, IL 60069

Maggie has been involved in the financial services industry since 1989. Throughout her career, she has held senior management positions at boutique asset management firms and registered investment companies. With over 30 years of experience, Maggie brings an institutional perspective to the firm’s compliance program. Prior to joining Savant, she served as Chief Administrative Officer and Chief Compliance Officer for Huber Financial Advisors.

Maggie earned a bachelor of science degree in finance from Illinois State University and a master of business administration degree from Loyola University of Chicago’s Quinlan School of Business. She is an Investment Adviser Certified Compliance Professional® (IACCP®).

Maggie is an active member of Women Investment Professionals of Chicago and volunteers as a board member for Bellarmine Jesuit Retreat House. In her free time, she enjoys spending time with her husband and two teenage sons.


Education &
Designations

  • Illinois State University
    Bachelor of Science in Finance 
  • Loyola University of Chicago, Quinlan School of Business
    MBA 
  • Investment Adviser Certified Compliance Professional® (IACCP®)

Affiliations &
Community Service

  • Women Investment Professionals of Chicago – member
  • Bellarmine Jesuit Retreat House – board member