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Ann Elizabeth Guntli
Gestionnaire de Portefeuille-Actions chez
Curi Capital LLC
Profil
Ms. Ann E.
Guntli, CFA, is a Partner & Director of Advisory Services at Curi 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 Capital LLC
 Curi Capital LLC Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/07/2025 |
Anciens postes connus de Ann Elizabeth Guntli
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/07/2025 |
Formation de Ann Elizabeth Guntli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
Loyola University of Chicago
 Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Provides investment advice | Finance |
