Portfolio Manager And Operations Manager
Current
Jun 2022 - Present
AeroLeads people directory · profile
Brad Gregory Email & Phone Number
Portfolio Manager and Operations Manager
at
G2 Capital Management, LLC
1 work email found
@g2capital.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager and Operations Manager
Location
Columbus, Ohio, United States
Who is Brad Gregory? Overview
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Quick answer
Brad Gregory is listed as Portfolio Manager and Operations Manager at G2 Capital Management, LLC, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at g2capital.net and a matched LinkedIn profile for Brad Gregory.
Brad Gregory previously worked as Senior Portfolio Manager, Research Analyst, & Investment Operations Manager at Buckingham Advisors and Portfolio Manager, Research Analyst, & Investment Operations Manager at Buckingham Advisors. Brad Gregory holds Bachelor’S Degree, Finance & Business Economics from University Of Dayton.
Company email context
Email format at G2 Capital Management, LLC
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{first_initial}{last}@g2capital.net
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AeroLeads found 1 current-domain work email signal for Brad Gregory. Compare company email patterns before reaching out.
Profile bio
About Brad Gregory
2012 graduate of the University of Dayton in Finance and Business Economics. Currently employed as a Portfolio Manager and Operations Manager at G2 Capital Management in Upper Arlington, Ohio. At G2 we transform the financial lives of our clients from complicated to clear.I hold the CBDA designation - Certified in Blockchain and Digital Assets. CBDA holders are members of an exclusive group of financial professionals with the credentials to serve clients who are curious about Bitcoin, blockchain, and other digital assets.
Listed skills include Investments, Equity Research, Leadership, Portfolio Management, and 3 others.
Current workplace
Brad Gregory's current company
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8 roles
Brad Gregory work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager, Research Analyst, & Investment Operations Manager
Management of custom stock portfolios and manager of a yield focused stock model. Research on individual equity holdings. Responsible for in-house ETF and mutual fund model portfolios. Assistance in building retirement savings plans for corporate clients. Management of day-to-day investment operations activities, internal procedures, and compliance reports.
Feb 2021 - Jun 2022
Portfolio Manager, Research Analyst, & Investment Operations Manager
Feb 2019 - Feb 2021
Portfolio Manager, Research Analyst, & Investment Funds Specialist
Dec 2016 - Feb 2019
Portfolio Manager & Research Analyst
Jun 2014 - Dec 2016
Portfolio & Research Analyst
May 2012 - Jun 2014
Investment Team Intern
May 2011 - May 2012
Grounds Crew
Willow Creek Golf Club
Maintenance and upkeep of golf course grounds.
Apr 2005 - Aug 2010
1 education record
Brad Gregory education
FAQ
Frequently asked questions about Brad Gregory
Quick answers generated from the profile data available on this page.
What company does Brad Gregory work for?
Brad Gregory works for G2 Capital Management, LLC.
What is Brad Gregory's role at G2 Capital Management, LLC?
Brad Gregory is listed as Portfolio Manager and Operations Manager at G2 Capital Management, LLC.
What is Brad Gregory's email address?
AeroLeads has found 1 work email signal at @g2capital.net for Brad Gregory at G2 Capital Management, LLC.
Where is Brad Gregory based?
Brad Gregory is based in Columbus, Ohio, United States while working with G2 Capital Management, LLC.
What companies has Brad Gregory worked for?
Brad Gregory has worked for G2 Capital Management, Llc, Buckingham Advisors, and Willow Creek Golf Club.
How can I contact Brad Gregory?
You can use AeroLeads to view verified contact signals for Brad Gregory at G2 Capital Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brad Gregory attend?
Brad Gregory holds Bachelor’S Degree, Finance & Business Economics from University Of Dayton.
What skills is Brad Gregory known for?
Brad Gregory is listed with skills including Investments, Equity Research, Leadership, Portfolio Management, Financial Analysis, Microsoft Excel, and Series 65.
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