Carla Voss Genelly has 41 years of experience in the financial services industry. She serves as an Advisor and Independent Consultant to charitable institutions, colleges, endowments, foundations, bank trust departments and a select group of high net worth individuals. Carla holds various licenses in the securities, investment, and insurance services industries. She is a Registered Investment Advisor and Registered Principal.

Carla holds the prestigious industry designations of Certified Investment Management Analyst (CIMA) from the Wharton Graduate School of Business and the Certified Private Wealth Advisor (CPWA) from the Chicago Booth Graduate School of Business. She also holds a Retirement Management Advisor (RMA) designation from the Investment Wealth Institute. She is a 1984 Graduate of Wheaton College with a degree in Economics with an international business emphasis. She began her career as a fixed income bond trader.

Carla and her husband have a home on the north side of Chicago and also enjoy their home in New Buffalo Michigan.