Brad Gregory

Brad Gregory Email and Phone Number

Portfolio Manager and Operations Manager at G2 Capital Management @ G2 Capital Management, LLC
Brad Gregory's Location
Columbus, Ohio, United States, United States
Brad Gregory's Contact Details
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.

Brad Gregory's Current Company Details
G2 Capital Management, LLC

G2 Capital Management, Llc

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Portfolio Manager and Operations Manager at G2 Capital Management
Brad Gregory Work Experience Details
  • G2 Capital Management, Llc
    Portfolio Manager And Operations Manager
    G2 Capital Management, Llc Jun 2022 - Present
    Upper Arlington, Ohio, United States
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  • Buckingham Advisors
    Senior Portfolio Manager, Research Analyst, & Investment Operations Manager
    Buckingham Advisors Feb 2021 - Jun 2022
    Columbus, Ohio, United States
    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.
    View
  • Buckingham Advisors
    Portfolio Manager, Research Analyst, & Investment Operations Manager
    Buckingham Advisors Feb 2019 - Feb 2021
    Columbus, Ohio, United States
    View
  • Buckingham Advisors
    Portfolio Manager, Research Analyst, & Investment Funds Specialist
    Buckingham Advisors Dec 2016 - Feb 2019
    Columbus, Ohio, United States
    View
  • Buckingham Advisors
    Portfolio Manager & Research Analyst
    Buckingham Advisors Jun 2014 - Dec 2016
    Centerville, Ohio, United States
    View
  • Buckingham Advisors
    Portfolio & Research Analyst
    Buckingham Advisors May 2012 - Jun 2014
    Centerville, Ohio, United States
    View
  • Buckingham Advisors
    Investment Team Intern
    Buckingham Advisors May 2011 - May 2012
    Centerville, Ohio, United States
    View
  • Willow Creek Golf Club
    Grounds Crew
    Willow Creek Golf Club Apr 2005 - Aug 2010
    Vermilion, Ohio
    Maintenance and upkeep of golf course grounds.

Brad Gregory Skills

Investments Equity Research Leadership Portfolio Management Financial Analysis Microsoft Excel Series 65

Brad Gregory Education Details

Frequently Asked Questions about Brad Gregory

What company does Brad Gregory work for?

Brad Gregory works for G2 Capital Management, Llc

What is Brad Gregory's role at the current company?

Brad Gregory's current role is Portfolio Manager and Operations Manager at G2 Capital Management.

What is Brad Gregory's email address?

Brad Gregory's email address is br****@****cap.com

What schools did Brad Gregory attend?

Brad Gregory attended University Of Dayton.

What are some of Brad Gregory's interests?

Brad Gregory has interest in Portfolio Management, Investing, Snowboarding, Basketball, Equity Research.

What skills is Brad Gregory known for?

Brad Gregory has skills like Investments, Equity Research, Leadership, Portfolio Management, Financial Analysis, Microsoft Excel, Series 65.

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