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®