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DTSTART:20180913T170000Z
DTEND:20180913T183000Z
LOCATION:Lake Forest Club
UID:1589320180913T170000ZEconomic Update
DTSTAMP:20260624T032305Z
DESCRIPTION:\nRonee Greazel, Chartered Financial Analyst, serves as a Client Portfolio Manager for Wintrust Wealth Management and will be giving us our 2018 Economic Update.\n \nShe 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.\n \nPrior 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.\n \nRonee 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.\n
SUMMARY:Economic Update - Lake County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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