Fundz

Gateway Investment Advisers, LLC Appoints Julie M. Schmuelling, CPA, as President

PRIVATEOct 01, 2024

Position

Portfolio Manager

Company

Belmont Capital Group

Michael T. Buckius
mbuckius@gia.com
CincinnatiFinancial ServicesFinanceVenture CapitalAngel Investment

Description

Gateway Investment Advisers, LLC announced the appointment of Julie M Schmuelling, CPA, to the role of President. Michael T Buckius, CFA, retains the title of CEO as well as Chief Investment Officer and portfolio manager.

Quick answer

Gateway Investment Advisers, LLC Appoints Julie M. Schmuelling, CPA, as President (October 1, 2024). Belmont Capital Group is based in Cincinnati, Ohio, United States.

What did Belmont Capital Group announce on October 1, 2024?
Gateway Investment Advisers, LLC announced the appointment of Julie M Schmuelling, CPA, to the role of President. Michael T Buckius, CFA, retains the title of CEO as well as Chief Investment Officer and portfolio manager.
What does Belmont Capital Group do?
Belmont Capital Group offers customized, options-based separately managed account strategies.
Where is Belmont Capital Group based?
Belmont Capital Group is based in Cincinnati, Ohio, United States.
Which similar companies made leadership changes around the same time?
Cascadia Capital (September 11, 2024), Abrdn (September 10, 2024), ATEL Ventures (September 9, 2024) and Glazer Capital (August 26, 2024) also announced leadership changes within 45 days of Belmont Capital Group.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Belmont Capital Group, and when

A new leader at Belmont Capital Group brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Belmont Capital Group raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Belmont Capital Group, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Belmont Capital Group. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Belmont Capital Group

Location

Cincinnati, Ohio, United States

About

Belmont Capital Group offers customized, options-based separately managed account strategies. Known for its expertise in single-stock risk management, it provides tailored solutions for wealth advisory firms and high-net-worth individuals. The firm currently manages over $1 billion in assets. Belmont's strategies will be rebranded under the Gateway name following the acquisition.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Belmont Capital Group changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Kimberly
Likely contact at this company
••••••••@••••••••

See Kimberly's verified email →

N. Craig
Likely contact at this company
••••••••@••••••••

See N. Craig's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Belmont Capital Group's next move

Learn about Strategic plan

Belmont Capital Group changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.