Bio

Jean Ellen joined Lubar & Co. in 2007 as the Director of Tax and is currently the Managing Director of the Family Office. She works with the companies and the Lubar & Co shareholders to develop tax efficient strategies and structures that minimize income taxes and wealth transfer taxes. Jean Ellen also develops shareholder education programs focusing on shareholder goals and values, financial literacy and responsible ownership. Jean Ellen meets twice yearly with other family office executives around the country to share best practices in all of these areas. Jean Ellen began her career at Price Waterhouse where she provided audit, review and consulting services to small businesses. She was a tax manager at Goossen & Schultz, where she focused on tax strategy and compliance for partnerships and individuals. Jean Ellen is a Certified Public Accountant and graduated with honors from the University of Illinois with a B.S. in Accounting.