![Paula J. Grey](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>)
Profil
Ms. Grey started in the group health insurance with Rob Grey in 1980.
She built a large block of business clients and retired from the insurance business 1988.
She is currently with Denver Money Manager.
Ms. Grey graduated from the University of California, Santa Barbara, in 1970 with a major in Sociology and a minor in Psychology.
She completed the coursework for a Masters in Education/Curriculum Development, also at UCSB.
Ms. Grey has a varied and extensive professional resume, including elementary school teacher, Santa Barbara Zoo Education Director/Public Information Officer, cosmetologist and personal growth seminar instructor.
Anciens postes connus de Paula J. Grey
| Sociétés | Poste | Fin |
|---|---|---|
Denver Money Manager LLC
 Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Directeur Financier/CFO | - |
Formation de Paula J. Grey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Denver Money Manager LLC
Denver Money Manager LLC Investment ManagersFinance Denver Money Manager (DMM) strives to broadly diversify a client's assets across the major global investment markets. The firm looks for attractive investment returns wherever they can be found, provided that they can invest in those markets at a low cost and with controlled risk. DMM primarily uses asset class and institutional investment vehicles to represent the major global investment markets. They design customized portfolios for each client based the client's specific investment objectives. The firm's investment approach is based on Modern Portfolio Theory and asset allocation. They focus on diversifying investments across multiple asset classes, seeking returns through asset allocation, security selection and timing. DMM uses ultra-low cost index funds or passively-managed asset class funds. The firm tracks several hundred passively-managed funds and evaluates the appropriateness of each fund in terms of how it represents a market and how it is constructed. Portfolios are constructed by combining low-cost, globally diversified, tax-efficient, passively-managed structured asset classes. DMM seeks to minimize the impact of taxes, taking into consideration the differences between the types of accounts that a client may hold which include taxable, tax-deferred retirement vehicles, tax advantaged charitable trusts, grantor trusts, generation skipping trusts and foundations. We pay particular attention to managing risk in portfolios. Two primary measures that we review are volatility and downside risk. We measure these for individual asset classes and for the overall diversified portfolio. Decisions to add new asset classes are based on how they impact the overall portfolios expected return, volatility and downside risk. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
