Gateway Investment Advisers is making a change in its leadership as the Cincinatti, Ohio-based RIA selects a proven leader as its new president.
The firm announced that Julie M. Schmuelling will be taking over the position from Michael T. Buckius. Buckius, who was named president in 2021, remains CEO and chief investment officer at the firm.
An affiliate of Natixis Investment Managers since its 2008 acquisition, Gateway currently manages approximately $9.1 billion in assets as of June 30.
Buckius acknowledged Schmuelling's contributions over the past 10 years in a statement announcing the move.
“In the decade she has worked here, Julie has contributed significantly to the operational side of Gateway’s business, including making outstanding senior hires,” he said.
Schmuelling, who joined Gateway as chief financial officer in 2014, has taken on expanding responsibilities over her tenure, encompassing compliance, financial reporting, client accounting, and information technology. Before joining Gateway, she served as vice president at Ultimus Fund Solutions, where she managed daily operations and financial reporting for over 25 mutual funds, with assets totaling $7 billion.
Her career began at Arthur Andersen, where she worked as a senior auditor.
Reflecting on her new role, Schmuelling stated: “Working with Mike and the entire Gateway team has been a privilege, and I feel very fortunate to step into the role of president alongside such a strong and experienced team.”
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