Jim Gray
Stratège de marché chez Greenleaf Asset Management, Inc.
Profil
Mr. James W.
Gray, CFA, is a Chief Strategy Officer at Greenleaf Asset Management, Inc. He works closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan.
He has also led the company’s research, wealth management and personal trust divisions.
He has an extensive background in investments, global banking and manufacturing, and spent nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation.
He serves on the Investment Committee of the Western Michigan University Foundation Board.
Mr. Gray was employed as a Principal by Prudential Bache Securities, Inc. and a Principal by Whirlpool Financial Corp.
Mr. Gray earned a Finance degree from the University of Southern Indiana, is a member of the CFA Institute and the CFA Society of West Michigan.
Postes actifs de Jim Gray
| Sociétés | Poste | Début |
|---|---|---|
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Stratège de marché | 01/06/2016 |
Anciens postes connus de Jim Gray
| Sociétés | Poste | Fin |
|---|---|---|
Whirlpool Financial Corp.
 Whirlpool Financial Corp. Investment ManagersFinance Part of Whirlpool Corp., Whirlpool Financial Corp. provides financial advisory services. | Corporate Officer/Principal | - |
| Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Formation de Jim Gray
| University of Southern Indiana | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Finance |
| Prudential Bache Securities, Inc. | Finance |
Whirlpool Financial Corp.
Whirlpool Financial Corp. Investment ManagersFinance Part of Whirlpool Corp., Whirlpool Financial Corp. provides financial advisory services. | Finance |
