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.
Postes actifs de Ronee Nicole Greazel
| Sociétés | Poste | Début |
|---|---|---|
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies. | Gestionnaire de Portefeuille-Actions | 01/03/2018 |
Formation de Ronee Nicole Greazel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies. | Finance |
Henry B. Tippie College of Business
Henry B. Tippie College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















