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Carla Voss Genelly, CIMA, CPWA®

Senior Vice President, Investments

209 S. LaSalle Street, Suite 1200
Chicago, IL 60604


Carla Voss Genelly specializes in charitable institutions, colleges, endowments, foundations, bank trust departments and a select group of high net worth individuals.

She joined the firm in 2009 as aFirst Vice President, Investments. She previously served as a financial advisor and independent consultant. Carla has managed corporate, government and international bond trading at two major Midwest broker dealers, while also serving as a registered principal specializing in institutional, corporate, trust and individual accounts. She has been a Vice President and Director with two firms with responsibility for regional marketing and client service.

EducationBA, Economics and Business, Wheaton College, 1984
Credentials & LicensesCertified Investment Management Analyst (CIMA)
RIA and Series 7, 24, 63, 65
Certified Professional Wealth Advisor (CPWA®)
Awards & RecognitionsMember, Investment Management Consultants Association (IMCA)
Member, Chicago Bond Club
Five Star Wealth Manager, Chicago Magazine, 2011,2012
PersonalResides with her husband in Chicago