Ronee Nicole Greazel
Portfolio Manager-Aktien bei Great Lakes Advisors LLC
Profil
Ms. Ronee N.
Greazel, CFA MBA, is a Client Portfolio Manager at Great Lakes Advisors LLC.
She joined the firm in 2018 and provides comprehensive investment management services to high-net-worth families and institutions.
She works with clients to create an investment plan tailored to each individual’s unique needs.
With her experience and commitment to service, she develops a client profile, works to construct a long-term strategy, and implements a plan to help her clients meet their goals.
Prior to joining the firm, Ms. Greazel worked at BMO Private Bank as a Vice President-Investment Director.
At BMO Private Bank, she served as a primary member of the client service team designing, implementing, and monitoring customized investment solutions for her clients.
She holds a Bachelor of Business Administration degree in Finance from the University of Iowa Tippie College of Business and an MBA from DePaul University.
She is a CFA charterholder and a member of the CFA Society of Chicago.
Aktive Positionen von Ronee Nicole Greazel
| Unternehmen | Position | Beginn |
|---|---|---|
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Portfolio Manager-Aktien | 01.03.2018 |
Ausbildung von Ronee Nicole Greazel
| Henry B. Tippie College of Business | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Finance |
