Audrey Kurzawa, CPA
Chief Compliance Officer
Audrey’s experience includes all aspects of accounting, compliance and financial management for Innovative Portfolios and related registered investment advisory firms and affiliates in Indianapolis, Indiana. She previously served at Wallington Asset Management as Chief Operations Officer, and also as Chief Compliance Officer and Vice President Finance & Operations at Winthrop Capital Management. Other experience includes compliance, operations, accounting, and financial management responsibilities at 40|86 Advisors and Conseco, Inc. in the Indianapolis area and KPMG Peat Marwick in Chicago.
Audrey holds a B.S. in Accounting from Indiana University, Bloomington. A certified public accountant, she holds a FINRA Series 65 license, is a Fellow of the Life Management Institute, and is a member of the American Institute of Certified Public Accountants.
In her spare time, Audrey enjoys watching her two children compete in swimming and soccer.