Brad Gregory
Trading-Equity chez G2 Capital Management LLC (Ohio)
Profil
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.
Postes actifs de Brad Gregory
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Brad Gregory
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Brad Gregory
| University of Dayton | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
