Profilo
Mr. Yates joined McMorgan in 2003 and has 7 years experience in equity and fixed income trading.
He is responsible for assisting with trading desk activities as well as the management of the portfolios.
Mr. Yates most recently worked with Banc America Securities in a market-making capacity, executing institutional transactions.
Greg earned a BA from the University of Arizona and holds the NASD Series 7, 55, & 63.
Precedenti posizioni note di Gregory N. Yates
| Società | Posizione | Fine |
|---|---|---|
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Gestore di Portafoglio-Azioni | 31/12/2005 |
Formazione di Gregory N. Yates
| University of Arizona | 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 | 1 |
|---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
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