Brad Gregory
Trading-Equity presso G2 Capital Management LLC (Ohio)
Profilo
Mr. Brad T.
Gregory is a Portfolio Manager & Operations Manager at G2 Capital Management LLC (Ohio).
He is responsible for management and trading of client portfolios as well as organization of internal procedures, compliance, and regulatory reporting.
Prior to joining G2 Capital Management, he was a Portfolio Manager, Research Analyst, and Investment Operations Manager at a leading wealth management firm in the Dayton market.
Mr. Gregory obtained his Bachelor of Science in Business Administration, with majors of Finance and Business Economics, from the University of Dayton.
Posizioni attive di Brad Gregory
| Società | Posizione | Inizio |
|---|---|---|
G2 Capital Management LLC (Ohio)
 G2 Capital Management LLC (Ohio) Investment ManagersFinance G2 Capital Management LLC (G2) is an independent registered investment advisor and wealth management firm headquartered in Columbus, Ohio. The firm was co-founded by Greg R. Grabovac and Jeffrey R. Gomez in 2017. G2 provides fee-only investment management, financial planning and family office services to high net worth individuals, families, and business owners. | Trading-Equity | 01/06/2022 |
Precedenti posizioni note di Brad Gregory
| Società | Posizione | Fine |
|---|---|---|
Buckingham Capital Management, Inc. (Ohio)
 Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance Buckingham Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded by Jay Buckingham in 1987. BCM provides advisory services to individual and institutional clients. | Analyst-Equity | 01/06/2022 |
Formazione di Brad Gregory
| University of Dayton | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Buckingham Capital Management, Inc. (Ohio)
Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance Buckingham Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded by Jay Buckingham in 1987. BCM provides advisory services to individual and institutional clients. | Finance |
G2 Capital Management LLC (Ohio)
G2 Capital Management LLC (Ohio) Investment ManagersFinance G2 Capital Management LLC (G2) is an independent registered investment advisor and wealth management firm headquartered in Columbus, Ohio. The firm was co-founded by Greg R. Grabovac and Jeffrey R. Gomez in 2017. G2 provides fee-only investment management, financial planning and family office services to high net worth individuals, families, and business owners. | Finance |
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