Ann Elizabeth Guntli
Gestionnaire de Portefeuille-Actions chez Curi RMB Capital LLC
Profil
Ms. Ann E.
Guntli, CFA, is a Partner & Portfolio Manager at Curi RMB Capital LLC.
She has over 15 years of experience focused on providing investment solutions for institutions, non-profits, and private wealth clients.
She works directly with institutional advisory clients providing investment policy development, asset allocation guidance, portfolio management, and reporting services.
She joined RMB Capital in 2007 and has spent her entire career at the firm.
She earned her BBA in Finance and Economics from Loyola University Chicago.
She is a CFA charterholder and a member of the CFA Institute and CFA Society of Chicago.
Postes actifs de Ann Elizabeth Guntli
| Sociétés | Poste | Début |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Gestionnaire de Portefeuille-Actions | 01/06/2007 |
Formation de Ann Elizabeth Guntli
| Loyola University of Chicago | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
