Rosa Limas

Leadership

Rosa Limas

Rosa Limas

Vice President and Director

Ms. Limas is a Vice President and Director in Segal Marco Advisors' Chicago office and has 25 years of consulting and institutional custody experience. She manages custodian services for the firm, utilizing her well-developed network across many custodial providers, to evaluate custodian banks and direct search activities. Within this role, she evaluates multiple aspects of custody banks, including securities lending programs, transition management, benefit processing, fees and custom reporting solutions. Ms. Limas is also responsible for the due diligence of Defined Contribution (DC) and Defined Benefit consulting services, including providing research support for DC investment vehicles, such as mutual funds, ETFs, target-date funds and custom investment programs.

Ms. Limas has taken a leading role in the firm’s Diversity, Equity and Inclusion (DEI) efforts. She joined Segal Marco’s corporate governance practice to lead corporate engagements on board diversity and to inform the firm’s approach on proxy voting to promote diversity.

Ms. Limas’ prior consulting and banking experience includes heading an institutional trust department, treasury management, trade processing and performance evaluation.

Ms. Limas received her BS in Finance and Business Administration from DePaul University in Chicago.

Ms. Limas has made frequent speeches at industry conferences on DEI and custody topics, highlighting the importance of recognizing and utilizing available talent across the investment industry. She has been quoted in industry publications, including Chief Investment Officer and Fundfire on these topics. In addition, Ms. Limas co-authored a research paper entitled, “Disrupting the Status Quo.”

Contact Rosa

The information you provide will not be shared with anyone outside Segal.

Rosa Limas

Leadership

Rosa Limas

Rosa Limas

Vice President and Director

Ms. Limas is a Vice President and Director in Segal Marco Advisors' Chicago office and has 25 years of consulting and institutional custody experience. She manages custodian services for the firm, utilizing her well-developed network across many custodial providers, to evaluate custodian banks and direct search activities. Within this role, she evaluates multiple aspects of custody banks, including securities lending programs, transition management, benefit processing, fees and custom reporting solutions. Ms. Limas is also responsible for the due diligence of Defined Contribution (DC) and Defined Benefit consulting services, including providing research support for DC investment vehicles, such as mutual funds, ETFs, target-date funds and custom investment programs.

Ms. Limas has taken a leading role in the firm’s Diversity, Equity and Inclusion (DEI) efforts. She joined Segal Marco’s corporate governance practice to lead corporate engagements on board diversity and to inform the firm’s approach on proxy voting to promote diversity.

Ms. Limas’ prior consulting and banking experience includes heading an institutional trust department, treasury management, trade processing and performance evaluation.

Ms. Limas received her BS in Finance and Business Administration from DePaul University in Chicago.

Ms. Limas has made frequent speeches at industry conferences on DEI and custody topics, highlighting the importance of recognizing and utilizing available talent across the investment industry. She has been quoted in industry publications, including Chief Investment Officer and Fundfire on these topics. In addition, Ms. Limas co-authored a research paper entitled, “Disrupting the Status Quo.”

Contact Rosa

The information you provide will not be shared with anyone outside Segal.

Leadership

Rosa Limas

Vice President and Director

Rosa Limas

Contact Rosa

The information you provide will not be shared with anyone outside Segal.

Ms. Limas is a Vice President and Director in Segal Marco Advisors' Chicago office and has 25 years of consulting and institutional custody experience. She manages custodian services for the firm, utilizing her well-developed network across many custodial providers, to evaluate custodian banks and direct search activities. Within this role, she evaluates multiple aspects of custody banks, including securities lending programs, transition management, benefit processing, fees and custom reporting solutions. Ms. Limas is also responsible for the due diligence of Defined Contribution (DC) and Defined Benefit consulting services, including providing research support for DC investment vehicles, such as mutual funds, ETFs, target-date funds and custom investment programs.

Ms. Limas has taken a leading role in the firm’s Diversity, Equity and Inclusion (DEI) efforts. She joined Segal Marco’s corporate governance practice to lead corporate engagements on board diversity and to inform the firm’s approach on proxy voting to promote diversity.

Ms. Limas’ prior consulting and banking experience includes heading an institutional trust department, treasury management, trade processing and performance evaluation.

Ms. Limas received her BS in Finance and Business Administration from DePaul University in Chicago.

Ms. Limas has made frequent speeches at industry conferences on DEI and custody topics, highlighting the importance of recognizing and utilizing available talent across the investment industry. She has been quoted in industry publications, including Chief Investment Officer and Fundfire on these topics. In addition, Ms. Limas co-authored a research paper entitled, “Disrupting the Status Quo.”

Leadership

Rosa Limas

Vice President and Director

Rosa Limas

Contact Rosa

The information you provide will not be shared with anyone outside Segal.

Ms. Limas is a Vice President and Director in Segal Marco Advisors' Chicago office and has 25 years of consulting and institutional custody experience. She manages custodian services for the firm, utilizing her well-developed network across many custodial providers, to evaluate custodian banks and direct search activities. Within this role, she evaluates multiple aspects of custody banks, including securities lending programs, transition management, benefit processing, fees and custom reporting solutions. Ms. Limas is also responsible for the due diligence of Defined Contribution (DC) and Defined Benefit consulting services, including providing research support for DC investment vehicles, such as mutual funds, ETFs, target-date funds and custom investment programs.

Ms. Limas has taken a leading role in the firm’s Diversity, Equity and Inclusion (DEI) efforts. She joined Segal Marco’s corporate governance practice to lead corporate engagements on board diversity and to inform the firm’s approach on proxy voting to promote diversity.

Ms. Limas’ prior consulting and banking experience includes heading an institutional trust department, treasury management, trade processing and performance evaluation.

Ms. Limas received her BS in Finance and Business Administration from DePaul University in Chicago.

Ms. Limas has made frequent speeches at industry conferences on DEI and custody topics, highlighting the importance of recognizing and utilizing available talent across the investment industry. She has been quoted in industry publications, including Chief Investment Officer and Fundfire on these topics. In addition, Ms. Limas co-authored a research paper entitled, “Disrupting the Status Quo.”

Leadership

Rosa Limas

Rosa Limas

Vice President and Director

Contact Rosa

The information you provide will not be shared with anyone outside Segal.

Ms. Limas is a Vice President and Director in Segal Marco Advisors' Chicago office and has 25 years of consulting and institutional custody experience. She manages custodian services for the firm, utilizing her well-developed network across many custodial providers, to evaluate custodian banks and direct search activities. Within this role, she evaluates multiple aspects of custody banks, including securities lending programs, transition management, benefit processing, fees and custom reporting solutions. Ms. Limas is also responsible for the due diligence of Defined Contribution (DC) and Defined Benefit consulting services, including providing research support for DC investment vehicles, such as mutual funds, ETFs, target-date funds and custom investment programs.

Ms. Limas has taken a leading role in the firm’s Diversity, Equity and Inclusion (DEI) efforts. She joined Segal Marco’s corporate governance practice to lead corporate engagements on board diversity and to inform the firm’s approach on proxy voting to promote diversity.

Ms. Limas’ prior consulting and banking experience includes heading an institutional trust department, treasury management, trade processing and performance evaluation.

Ms. Limas received her BS in Finance and Business Administration from DePaul University in Chicago.

Ms. Limas has made frequent speeches at industry conferences on DEI and custody topics, highlighting the importance of recognizing and utilizing available talent across the investment industry. She has been quoted in industry publications, including Chief Investment Officer and Fundfire on these topics. In addition, Ms. Limas co-authored a research paper entitled, “Disrupting the Status Quo.”