Client Portfolio Manager
Great Lakes Advisors
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 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.
Education and Professional Credentials
Ready to start a conversation?
Call us at 312-632-6529 or: