Overlooking the Chicago River

Meet the Team

Overlooking the Chicago River

Meet the Team

Ronee Greazel

Client Portfolio Manager
Great Lakes Advisors
CFA®

Ronee Greazel, Chartered Financial Analyst, serves as a Client Portfolio Manager, providing 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 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.

Education and Professional Credentials 

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