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 serves as Chair of Segal’s Diversity, Equity and Inclusion (DEI) Committee, leading in the education, communication and implementation of our firm’s DEI initiatives. She is also a founding member of Segal Marco’s Diversity Investing Working Committee, dedicated to the research, advocacy and incorporation of small, emerging and minority-owned organizations in clients’ portfolios. In addition, she supports Segal Marco’s Corporate Governance Practice, leading corporate engagements on board diversity and informing the firm’s approach on proxy voting to promote diversity. Ms. Limas has also been named a “2021 DEI Rising Star” by the Defined Contribution Institutional Investment Association.
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.”
Read insights from Rosa
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Rosa
Leadership
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 serves as Chair of Segal’s Diversity, Equity and Inclusion (DEI) Committee, leading in the education, communication and implementation of our firm’s DEI initiatives. She is also a founding member of Segal Marco’s Diversity Investing Working Committee, dedicated to the research, advocacy and incorporation of small, emerging and minority-owned organizations in clients’ portfolios. In addition, she supports Segal Marco’s Corporate Governance Practice, leading corporate engagements on board diversity and informing the firm’s approach on proxy voting to promote diversity. Ms. Limas has also been named a “2021 DEI Rising Star” by the Defined Contribution Institutional Investment Association.
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.”
Read insights from Rosa
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Rosa
Leadership
Rosa Limas
Vice President and Director
Contact Rosa
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 serves as Chair of Segal’s Diversity, Equity and Inclusion (DEI) Committee, leading in the education, communication and implementation of our firm’s DEI initiatives. She is also a founding member of Segal Marco’s Diversity Investing Working Committee, dedicated to the research, advocacy and incorporation of small, emerging and minority-owned organizations in clients’ portfolios. In addition, she supports Segal Marco’s Corporate Governance Practice, leading corporate engagements on board diversity and informing the firm’s approach on proxy voting to promote diversity. Ms. Limas has also been named a “2021 DEI Rising Star” by the Defined Contribution Institutional Investment Association.
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.”
Read insights from Rosa
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Rosa Limas
Vice President and Director
Contact Rosa
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 serves as Chair of Segal’s Diversity, Equity and Inclusion (DEI) Committee, leading in the education, communication and implementation of our firm’s DEI initiatives. She is also a founding member of Segal Marco’s Diversity Investing Working Committee, dedicated to the research, advocacy and incorporation of small, emerging and minority-owned organizations in clients’ portfolios. In addition, she supports Segal Marco’s Corporate Governance Practice, leading corporate engagements on board diversity and informing the firm’s approach on proxy voting to promote diversity. Ms. Limas has also been named a “2021 DEI Rising Star” by the Defined Contribution Institutional Investment Association.
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.”
Read insights from Rosa
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Rosa Limas
Vice President and Director
Contact Rosa
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 serves as Chair of Segal’s Diversity, Equity and Inclusion (DEI) Committee, leading in the education, communication and implementation of our firm’s DEI initiatives. She is also a founding member of Segal Marco’s Diversity Investing Working Committee, dedicated to the research, advocacy and incorporation of small, emerging and minority-owned organizations in clients’ portfolios. In addition, she supports Segal Marco’s Corporate Governance Practice, leading corporate engagements on board diversity and informing the firm’s approach on proxy voting to promote diversity. Ms. Limas has also been named a “2021 DEI Rising Star” by the Defined Contribution Institutional Investment Association.
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.”
Read insights from Rosa
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
