Economic Update

Date: Thursday, September 13, 2018
Time: 12:00pm - 1:30pm
Location: Lake Forest Club
Speaker: Ms. Ronee Greazel

Ronee Greazel, Chartered Financial Analyst, serves as a Client Portfolio Manager for Wintrust Wealth Management and will be giving us our 2018 Economic Update.

She joined the firm in 2018 and provides comprehensive investment management services to high-net-worth families and institutions. As a Client Portfolio Manager, Ronee works with clients to create an investment plan tailored to each individual’s unique needs. With her deep 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, Ronee 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.

Ronee 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.

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