![Greg H. Ghodsi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Greg H.
Ghodsi is the founder of 360 Wealth Management Group, where he currently holds the title of Managing Director since 2007.
In his former job, he worked at Robert W.
Baird & Co., Inc. (Equity) as a Senior Vice President from 1996 to 2006.
Posizioni attive di Greg H. Ghodsi
| Società | Posizione | Inizio |
|---|---|---|
360 Wealth Management Group
 360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Fondatore | 01/01/2007 |
Precedenti posizioni note di Greg H. Ghodsi
| Società | Posizione | Fine |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Gestore di Portafoglio-Azioni | 31/12/2006 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
63
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
360 Wealth Management Group
360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Finance |
