Gina M. Beall

CIMA®, MBA

Director of Investment Research / Member Owner

It's all about the people! As I reflect on why I have stayed at Savant, it is our people and getting to work with those whom I trust, respect, and enjoy. That facilitates teamwork to stay focused on what's best for our clients each day.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Gina has been involved in the financial services industry since 1991. Prior to joining Savant, she spent a number of years with a local trust and investment group where she served as a vice president, specializing in investment strategy research and advising high net worth individuals and institutional clients. She also worked as an institutional investment consultant, providing investment manager research and asset allocation advice to pension plans, endowments, and foundations.

Gina earned a bachelor’s degree in business administration with an emphasis in finance from the University of San Diego and a master of business administration degree from DePaul University. She is a Certified Investment Management AnalystSM (CIMA®).

Gina is an active member of National Charity League, a mother-daughter organization that empowers today’s girls to become tomorrow’s leaders by giving back to the community while forming unforgettable family bonds. She is also a member of an advisory board for a global investment management firm.

Gina and her husband Shawn have three daughters, Lauren, Juliana, and Ava. As a family they enjoy boating in San Diego, snow skiing in Mammoth, playing soccer, and traveling. In her spare time Gina enjoys running and training for half marathons, wine tastings (mostly reds), and reading.


Education &
Designations

  • University of San Diego
    Bachelor’s in Business Administration with an emphasis in Finance
  • DePaul University
    MBA
  • Certified Investment Management AnalystSM (CIMA®)

Affiliations &
Community Service

  • National Charity League – member