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Rosa Limas

Vice President and Director

Segal Marco Advisors

United States, Illinois, Riverside

About Me

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,

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Profile Information

Vice President and Director

Segal Marco Advisors

Investment Team,Operations Team

Investor

Consultant

Riverside

Illinois

United States

Jul 25, 2024

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