Ramona Rogers-Windsor is a senior finance executive with over 38 years of experience across multiple segments of the financial services industry including global investment management, public accounting audit, life insurance financial risk underwriting and retail brokerage.
As Managing Director and portfolio manager at Northwestern Mutual in Milwaukee, Wisconsin, Ramona led corporate and municipal bond portfolios, generating a track record of success through rigorous analysis, identifying critical market drivers and recognizing untapped opportunities. Ramona maintains active involvement in finance industry organizations such as the Society for Municipal Analysts, the CFA Institute and the NFMA.
Ms. Rogers-Windsor spent 23 years in fixed income investment management with Northwestern Mutual, most recently as Managing Director and Portfolio Manager from 2012-2019. Prior to her role in asset management, from 1990 through 1996, Ms. Rogers-Windsor developed financial underwriting standards for life and disability insurance and consulted on large cases for Northwestern Mutual, culminating in her role as Underwriting Standards Financial Officer. Ramona’s early career was with Robert W. Baird & Co., a Northwestern Mutual subsidiary, in trading and sales and at Arthur Andersen, LLP as an auditor.
In March 2021, Ramona joined the Cohen & Steers Funds board and since December 2020, has served as a Board Trustee for Thomas Jefferson University in Philadelphia. Her past non-profit board experience includes Milwaukee Film, The Girl Scouts of Milwaukee, and University School of Milwaukee.
Ms. Rogers-Windsor holds a B.S. in Accounting from Marquette University, a U.S. CPA license and is a CFA Charterholder.
What is Ramona Lynn Rogers-Windsor's net worth?
The estimated net worth of Ramona Lynn Rogers-Windsor is at least $289,234.80 as of June 28th, 2024. Ms. Rogers-Windsor owns 12,798 shares of Cohen & Steers REIT and Preferred Income Fund stock worth more than $289,235 as of November 5th. This net worth approximation does not reflect any other assets that Ms. Rogers-Windsor may own. Learn More about Ramona Lynn Rogers-Windsor's net worth.
How do I contact Ramona Lynn Rogers-Windsor?
The corporate mailing address for Ms. Rogers-Windsor and other Cohen & Steers REIT and Preferred Income Fund executives is 280 Park Ave Fl 10, NEW YORK, NY 10017-1220, United States. Cohen & Steers REIT and Preferred Income Fund can also be reached via phone at 212-832-3232. Learn More on Ramona Lynn Rogers-Windsor's contact information.
Has Ramona Lynn Rogers-Windsor been buying or selling shares of Cohen & Steers REIT and Preferred Income Fund?
Ramona Lynn Rogers-Windsor has not been actively trading shares of Cohen & Steers REIT and Preferred Income Fund within the last three months. Most recently, on Thursday, July 6th, Ramona Lynn Rogers-Windsor bought 125 shares of Cohen & Steers REIT and Preferred Income Fund stock. The stock was acquired at an average cost of $18.97 per share, with a total value of $2,371.25. Following the completion of the transaction, the director now directly owns 597 shares of the company's stock, valued at $11,325.09. Learn More on Ramona Lynn Rogers-Windsor's trading history.
