Baili Roy, CFP®
Director of Education - Conference
Baili joined the RIA industry after graduating from the University of Illinois’ Financial Planning Program in 2017. Throughout her career at CI Private Wealth (Balasa Dinverno Foltz) she’s had the opportunity to help numerous individuals and families live their version of a full life. She was initially drawn to BDF due to the firm’s ability to provide comprehensive financial planning in an environment free from conflicts of interest. Baili is a Certified Financial Planner™ professional and in addition to serving clients daily, she focuses on recruiting new team members and building out the firm’s college hiring network and summer internship program. She is passionate about expanding the financial planning industry to include more clients and professionals of diverse backgrounds and serves as an ambassador for the BLX Internship Program.
Baili has lived in Chicago for six years and loves exploring the restaurant scene, staying active and traveling to new places. She is also a volunteer with Impact Grants Chicago, Gift of Adoption, and the Joffrey Ballet.