Fundz
Free weekly newsletter

Get the free weekly executive digest

The new leadership moves, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New leadership moves, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Leadership Trends

See who's moving and how much in your market

No credit card required Weekly executive digest

Gateway Investment Advisers, Llc Appoints Julie M. Schmuelling, CPA, As President

PRIVATEOct 01, 2024•over 1 year ago

Position

Portfolio Manager

Company

Belmont Capital Group

Michael T. Buckius
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.

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.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

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

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

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 FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.