Gina Beall, CIMA®

Gina Beall, CIMA®, has a diverse and extensive work experience spanning over two decades. Gina began their career at Morgan Stanley in 1993, where they served as a Private Client Services Associate until 1998. Following that, they joined Ennis, Knupp & Associates as an Associate and Investment Consultant, contributing to the company's success from 1998 to 2006. Gina then transitioned to AMCORE Bank, where they held the position of Investment Strategist and Vice President, focusing on investment strategies and client services from 2006 to 2010. Currently, Gina Beall holds the role of Director of Investment Research, Investment Committee Chair, and Member-Owner at Savant Wealth Management, a position they have held since 2010.

Gina Beall, CIMA®, has a strong educational background in finance and business administration. Gina obtained their MBA degree in Finance from the DePaul Driehaus College of Business, where they studied from 1995 to 1998. Prior to that, they completed their BBA degree in Finance at the University of San Diego, attending from 1989 to 1991. Gina began their higher education journey by studying Business Administration at California State University, Long Beach, from 1987 to 1989.

In addition to their formal education, Gina Beall has also pursued various certifications to enhance their professional skills and knowledge. Gina obtained the Certified Investment Management Analyst® (CIMA®) certification from the Investments & Wealth Institute in September 2011. Furthermore, they are a member of the Investments & Wealth Institute, having acquired membership in October 2010. Gina has also completed executive education programs, including "Managing and Motivating Talent" from Wharton Executive Education in May 2019 and "Leadership in the 21st Century" from the same institution in August 2018. Additionally, they hold a "Certificate in Alternative Investments" from iCapital and CAIA, which they obtained in June 2022 through a program called AltsEdge.