As Portfolio Manager, Greg is responsible for the management of client portfolio assets within their established investment objectives. He is also responsible for conducting equity research in support of the company’s proprietary Core Equity strategy. He monitors current holdings of the Core Equity strategy, while sourcing ideas for potential additions or deletions. Greg serves as a member of the company’s investment committee, contributing to decisions on market outlook, investment policy design, asset allocation, model portfolio construction, and third-party manager engagements for specialty asset classes that complement the firm’s proprietary equity strategy.
Experience
Legacy Trust, 2019 – Present
Citigroup Global Markets, 2012 – 2017
Boston College Finance Department, 2010 – 2011
Certification
Chartered Financial Analyst
Education
B.S., Boston College
Community Involvement
CFA Society of West Michigan – Member