Gina Marie Beall
Directeur van Onderzoek - Eigen Vermogen bij Savant Capital LLC (Illinois)
Profiel
Ms. Gina M.
Beall is a Director of Investment Research at Savant Capital LLC (Illinois).
She joined the firm in April 2010.
She chairs the Investment Committee and has a membership interest in Savant.
She supervises the investment research analysts and is responsible for contributing to the management of Savant’s investment strategy, conducting portfolio analysis, and managing investment processes for Savant’s clients.
She has been involved in the financial services industry since 1991.
Prior to joining Savant, Ms. Beall spent a number of years with a local trust and investment group where she served as a vice president, specializing in investment strategy research and advising high net worth individuals and institutional clients.
She also worked as an institutional investment consultant, providing investment manager research and asset allocation advice to pension plans, endowments, and foundations.
She earned a Bachelor's degree in Business Administration with an emphasis in Finance from the University of San Diego and an MBA from DePaul University.
She is a Certified Investment Management Analyst.
Actieve functies van Gina Marie Beall
Bedrijven | Functie | Begin |
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Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Directeur van Onderzoek - Eigen Vermogen | 01-04-2010 |
Eerdere bekende functies van Gina Marie Beall
Bedrijven | Functie | Einde |
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AMCORE Investment Group N.A.
AMCORE Investment Group N.A. Investment ManagersFinance AMCORE Investment Group NA is a wholly-owned subsidiary of AMCORE Financial, Inc. ((NASDAQ: AMFI), the holding company for AMCORE Bank. The firm is headquartered in Rockford, Illinois. AMCORE Investment Group provides investment management services to individuals and institutions and also manages the Vintage family of mutual funds | Chief Investment Officer | 30-04-2010 |
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Portefeuillebeheerder-Aandelen | 31-12-2006 |
MORGAN STANLEY | Corporate Officer/Principal | - |
Opleiding van Gina Marie Beall
University of San Diego | Undergraduate Degree |
DePaul University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORGAN STANLEY | Finance |
Bedrijven in privébezit | 3 |
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AMCORE Investment Group N.A.
AMCORE Investment Group N.A. Investment ManagersFinance AMCORE Investment Group NA is a wholly-owned subsidiary of AMCORE Financial, Inc. ((NASDAQ: AMFI), the holding company for AMCORE Bank. The firm is headquartered in Rockford, Illinois. AMCORE Investment Group provides investment management services to individuals and institutions and also manages the Vintage family of mutual funds | Finance |
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management, Inc. provides portfolio management services to individual investors, municipalities, government agencies, retirement plans, corporations, foundations and endowments. The company was founded on October 1, 2003 and is headquartered in West Des Moines, IA. | Finance |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |