Greg Bone
Director of Investments chez CI RGT Private Wealth LLC
Profil
Mr. Gregory T.
Bone, CFA, is a Partner & Director of Investments at CI RGT Private Wealth LLC.
He joined the firm in August 2002 and has over 20 years of experience in portfolio management and investment research.
Mr. Bone previously served as a portfolio manager at H.D.
Vest, and has considerable experience in both graduate and postgraduate economic research.
He received his Bachelor of Arts degree in Economics from Hendrix College and a Master degree in Economics from Southern Methodist University.
He holds the Chartered Financial Analyst designation.
Postes actifs de Greg Bone
| Sociétés | Poste | Début |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Director of Investments | 01/01/2023 |
Formation de Greg Bone
| Hendrix College | Undergraduate Degree |
| Southern Methodist University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |