Carla Voss Genelly
About Carla Voss Genelly
Carla Voss Genelly serves as the First Vice President at Sanctuary Wealth in Chicago, Illinois, a position she has held since 2020. She has an extensive background in investment consulting, having previously worked as an Independent Investment Consultant for 12 years.
Work at Sanctuary Wealth
Carla Voss Genelly has served as First Vice President at Sanctuary Wealth since 2020. Based in Chicago, Illinois, she has contributed to the firm for four years. Her role involves overseeing investment strategies and client relationships, leveraging her extensive background in finance and investment management.
Education and Expertise
Carla Voss Genelly has a strong educational foundation in finance and investments. She studied at The Wharton School, where she earned the Certified Investment Management Analyst (CIMA) designation from 1997 to 1998. Additionally, she completed the Certified Private Wealth Advisor (CPWA) program at the University of Chicago Booth School of Business from 2011 to 2012. She also holds a Bachelor of Arts in International Economics from Wheaton College, which she attended from 1980 to 1984.
Background
Before joining Sanctuary Wealth, Carla Voss Genelly worked as an Independent Investment Consultant at a Registered Investment Advisor (RIA) from 1997 to 2009. During her twelve years in this role, she developed a comprehensive understanding of investment strategies and client advisory services, which she continues to apply in her current position.
Professional Certifications
Carla Voss Genelly holds two significant professional certifications in the finance sector. She achieved the Certified Investment Management Analyst (CIMA) designation from The Wharton School and the Certified Private Wealth Advisor (CPWA) designation from the University of Chicago Booth School of Business. These certifications reflect her expertise in investment management and wealth advisory.