Find an Expert

Find an Expert

Find an Expert

Find an Expert

Ronee Greazel

Ronee Greazel, CFA®

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

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


 

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Call us at 312-632-6529 or:

Serving Clients At:

Great Lakes Advisors - Chicago

231 South LaSalle St., 4th Floor

Chicago, IL 60604

Ronee Greazel, CFA® also serves clients by appointment at the following locations: