Laurie is a securities and compliance expert with over 25 years of experience managing regulatory and risk management matters for broker-dealers and registered investment advisors. She is the Founder, President and Chief Executive Officer of Cheatham Roberts Consulting, Inc.

Prior to joining the Company, Laurie was Managing Director and Chief Compliance Officer of Civitas Capital Group and each of its operating divisions, including EB-5 Capital, Alternative Investments, Real Estate Development and Asset Management. Under Laurie’s stewardship, Civitas Capital created over 53 funds and increase in assets under management from under $100 Million to over $1.3 Billion, completing 47 real estate projects with investors located in 30 countries.

Prior to joining Civitas Capital, Laurie was President of USA Mutuals and USA Mutuals Advisors, Inc. In that capacity, she directed all operations of the trust through US Bank Fund Services and the advisor, including oversight of the sub-advisor, sales and marketing, public relations, financial operations, portfolio management and compliance. Laurie also co-founded several two broker-dealers where she acted as their Chief Compliance Officer.

Laurie holds FINRA Series 7, 24, 27, 63 and 79 securities licenses. Laurie holds a Master of Science in Organizational Development from the University of Texas at Dallas and a Bachelor of Science in Business Administration from Oklahoma State University.