Lucy Mcfarland
Private Equity Investor at Equity Group Investments LLC
Profile
Lucy serves as the senior director of client solutions for Chai Trust Company LLC, the private trust company that serves as the family office for Sam Zell and his family.
She is responsible for optimizing client experience and the office’s service capabilities across investments, accounting, charitable giving, tax, and other areas.
Lucy has been with the company for 20 years, working in a variety of capacities, including overseeing the financial services group and managing state regulatory compliance for the organization.
Prior to joining EGI in 2001, Lucy worked in public accounting for more than 10 years at a small local CPA firm; five of those years were spent as a partner.
She is a certified public accountant and graduated with a BS from Rockford College
Lucy Mcfarland active positions
Companies | Position | Start |
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Equity Group Investments LLC
Equity Group Investments LLC Investment ManagersFinance Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | 2000-12-31 |
Training of Lucy Mcfarland
Rockford University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Equity Group Investments LLC
Equity Group Investments LLC Investment ManagersFinance Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois. | Finance |
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