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. Chelsea has been honored as a ThinkAdvisor Luminaries Awards finalist and named to Gulfshore Business 40 Under 40. She serves on Vista Equity Partners' RIA Advisory Board and is a member of CHIEF, a private organization for women executive leaders.

Chelsea lives in Southwest Florida, but as a Midwest transplant, she lovingly cheers for the Chicago Bulls, Bears, and Cubs. When she's not analyzing markets, Chelsea enjoys reading, traveling, and spending time with her family.