Carla Voss Genelly, CIMA, CPWA®
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.
|Education||BA, Economics and Business, Wheaton College, 1984|
|Credentials & Licenses||Certified Investment Management Analyst (CIMA)|
RIA and Series 7, 24, 63, 65
Certified Professional Wealth Advisor (CPWAÃ‚Â®)
|Awards & Recognitions||Member, Investment Management Consultants Association (IMCA)|
Member, Chicago Bond Club
Five Star Wealth Manager, Chicago Magazine, 2011,2012
|Personal||Resides with her husband in Chicago|