Chelsea Ganey

Chief Investment Officer at Summit Wealth Group

Speaker

Chelsea Ganey, CFA® serves as Chief Investment Officer at Summit Wealth Group, where she leverages her extensive expertise in portfolio management and alternative investments to guide the firm's investment strategy. She holds the Chartered Financial Analyst (CFA®) designation and brings nearly 11 years of experience from Moran Wealth Management, where she most recently served as Chief Strategy Officer. A highly engaged leader in the industry, she serves as Vice President of the CFA Society Naples and co-founded Southwest Florida Women in Investment Management (SWFL WIM) to support the development and advancement of women in the local finance community. She also serves on the Florida Gulf Coast University (FGCU) Foundation Board of Directors, where she chairs the investment committee.