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 in 2023. 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.
The 2023 ThinkAdvisor Luminaries Awards finalists were selected by the ThinkAdvisor editorial team and reviewed by a panel of 17 industry experts. Nominations for the award were for activity from April 2022 – April 2023. Finalists were announced on July 13, 2023, and were chosen for demonstrating outstanding achievements in community impact, executive leadership, financial/investment innovation, and thought leadership, with a focus on initiatives that push the wealth, investment, and retirement industry forward. No compensation was provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.
Gulfshore Business 40 Under 40, presented by Gulfshore Business Magazine, recognizes 40 young professionals under the age of 40 in Southwest Florida who demonstrate exceptional professional achievement, innovation, and community leadership. The award selects honorees based on their impact in their fields and dedication to the region throughout their careers. No compensation was provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.