Ronee Greazel serves as a Client Portfolio Manager, providing comprehensive investment management services to our clients. As a Client Portfolio Manager, Ronee works with clients to create an investment plan tailored to each individuals 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 in 2018, 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 is a CFA^® charterholder.

Education and Professional Credentials

• Industry Start: 1996
• University of Iowa, BBA 
• DePaul University, MBA
• Chartered Financial Analyst, CFA^®