Ronee Greazel, Cfa
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Ronee Greazel, Cfa Email & Phone Number

Portfolio Manager, Wintrust Wealth Services at Wintrust Wealth Management
Location: Greater Chicago Area, United States, United States 8 work roles 2 schools
1 work email found @wintrustwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email r****@wintrustwealth.com
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Current company
Wintrust Wealth Management
Role
Portfolio Manager, Wintrust Wealth Services
Location
Greater Chicago Area, United States, United States
Company size
134 employees

Who is Ronee Greazel, Cfa? Overview

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Quick answer

Ronee Greazel, Cfa is listed as Portfolio Manager, Wintrust Wealth Services at Wintrust Wealth Management, a company with 134 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at wintrustwealth.com and a matched LinkedIn profile for Ronee Greazel, Cfa.

Ronee Greazel, Cfa previously worked as Portfolio Manager at Wintrust Wealth Management and Director, Investments at Bmo Private Banking. Ronee Greazel, Cfa holds Mba, Finance from Depaul Driehaus College Of Business.

Company email context

Email format at Wintrust Wealth Management

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*@wintrustwealth.com
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AeroLeads found 1 current-domain work email signal for Ronee Greazel, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Ronee Greazel, Cfa

• Provides holstic wealth management solutions in pursuit of each client's unique investment goals through the construction of globally diversified portfolios.• Results orientated investment professional with over fifteen years of experience across a diverse set of investment management functions including risk management, portfolio management, performance analytics, manager due diligence, and business process improvement.• Experienced in the oversight of the manager selection and due diligence process for proprietary and third-party manager platforms incorporating multiple investment vehicles.• Skilled liaison with the ability to working with legal, risk management, compliance, and senior leadership in providing a current assessment of industry trends and educated input for key business decisions used in driving the delivery of investment strategy and enhancing the client experience.• Effective communicator with strong presentation and relationship building skills. • Possess exceptional project management skills with an ability to identify innovative solutions to complex organizational challenges.Specialties: • Third-party manager due diligence• Asset allocation implementation• Broad knowledge of the wealth management business• Strong oral and written presentation skills• Dedicated manager and mentor• Skilled thought leader and innovator

Listed skills include Portfolio Management, Asset Allocation, Wealth Management, Investments, and 14 others.

Current workplace

Ronee Greazel, Cfa's current company

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Wintrust Wealth Management
Wintrust Wealth Management
Portfolio Manager, Wintrust Wealth Services
chicago, illinois, united states
Website
wintrustwealth.com
Employees
134
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8 roles

Ronee Greazel, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Wintrust Wealth Management

Chicago, IL

Provides customized, globally diversified portfolio solutions and advises on optimal wealth planning strategies for high-net clients.

Mar 2018 - Present

Director, Investments

Bmo Private Banking

Lake Forest, IL

Provides customized investment management and advisory solutions for high net worth individuals, families, endowments and foundations, as part of an holistic personal wealth management strategy.

Mar 2015 - Mar 2018

Sr. Vice President - Director Of Product Management

Northern Trust

Greater Chicago Area

Lead and manage Wealth Management Investment Product Group in the establishment of investment product priorities including the oversight of the product monitoring process. Provides proactive communication and direction to partners across the firm to facilitate enhanced platform knowledge.

May 2013 - Mar 2015

Senior Institutional Client Advisor

Pnc Institutional Investments

Greater Chicago Area

Provided investment policy assessments, implemented asset allocation strategies and delivered ongoing portfolio management services to corporations, unions, municipalities, non-profits, foundations and endowments.

Jul 2012 - May 2013

Vice President

Bmo Harris Bank

Chicago

Director of Open Architecture, Invesment Consulting, and Performance AnalyticsManages delivery of third-party manager platform for national private bank. Directs the delivery of performance analytics for both current and prospective clients.

Jul 2004 - Mar 2012

Project Managment - Investments

Bmo Harris Bank

Chicago, IL

Created and lead neccesary action committees to enhance the investment process. Deliverables include third-party manager custody solution and creation of investment policy statement system.

Oct 2002 - Jul 2004

Associate Portfolio Manager

Bmo Harris Bank

Chicago, IL

Provided support to senior portfolio managers that enhanced the client experience for private bank clients.

Apr 2001 - Oct 2002
Team & coworkers

Colleagues at Wintrust Wealth Management

Other employees you can reach at wintrustwealth.com. View company contacts for 134 employees →

TT Timothy Treacy, Cfp® Timothy Treacy, Cfp® Colleague at Wintrust Wealth Management Greater Chicago Area, United States View → AR Azucena Romero Azucena Romero Colleague at Wintrust Wealth Management Greater Chicago Area, United States View → JD Jordan Dvorak Jordan Dvorak Colleague at Wintrust Wealth Management Washington County, Wisconsin, United States, United States View → SS Steven Schwer Steven Schwer Colleague at Wintrust Wealth Management Hanover Park, Illinois, United States, United States View → SS Stephen Sperling Stephen Sperling Colleague at Wintrust Wealth Management Palatine, Illinois, United States, United States View → JH Jamie Holmes Jamie Holmes Colleague at Wintrust Wealth Management United States, United States View → FG Frank Guida Frank Guida Colleague at Wintrust Wealth Management Chicago, Illinois, United States, United States View → PG Patty Gauen Patty Gauen Colleague at Wintrust Wealth Management Western Springs, Illinois, United States, United States View → BG Bruce Gauen Bruce Gauen Colleague at Wintrust Wealth Management Greater Chicago Area, United States View → AG Anastacio Gamino Jr, Cfp® Anastacio Gamino Jr, Cfp® Colleague at Wintrust Wealth Management Naperville, Illinois, United States, United States View →
2 education records

Ronee Greazel, Cfa education

FAQ

Frequently asked questions about Ronee Greazel, Cfa

Quick answers generated from the profile data available on this page.

What company does Ronee Greazel, Cfa work for?

Ronee Greazel, Cfa works for Wintrust Wealth Management.

What is Ronee Greazel, Cfa's role at Wintrust Wealth Management?

Ronee Greazel, Cfa is listed as Portfolio Manager, Wintrust Wealth Services at Wintrust Wealth Management.

What is Ronee Greazel, Cfa's email address?

AeroLeads has found 1 work email signal at @wintrustwealth.com for Ronee Greazel, Cfa at Wintrust Wealth Management.

Where is Ronee Greazel, Cfa based?

Ronee Greazel, Cfa is based in Greater Chicago Area, United States, United States while working with Wintrust Wealth Management.

What companies has Ronee Greazel, Cfa worked for?

Ronee Greazel, Cfa has worked for Wintrust Wealth Management, Bmo Private Banking, Northern Trust, Pnc Institutional Investments, and Bmo Harris Bank.

Who are Ronee Greazel, Cfa's colleagues at Wintrust Wealth Management?

Ronee Greazel, Cfa's colleagues at Wintrust Wealth Management include Timothy Treacy, Cfp®, Azucena Romero, Jordan Dvorak, Steven Schwer, and Stephen Sperling.

How can I contact Ronee Greazel, Cfa?

You can use AeroLeads to view verified contact signals for Ronee Greazel, Cfa at Wintrust Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Ronee Greazel, Cfa attend?

Ronee Greazel, Cfa holds Mba, Finance from Depaul Driehaus College Of Business.

What skills is Ronee Greazel, Cfa known for?

Ronee Greazel, Cfa is listed with skills including Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Management, Investment Management, Investment Strategies, and Mutual Funds.

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