Claire Gregory, Cfa

Claire Gregory, Cfa Email and Phone Number

Chief Compliance Officer and Director, Operations @ Monograph Wealth
Los Angeles, CA, US
Claire Gregory, Cfa's Location
Los Angeles Metropolitan Area, United States, United States
Claire Gregory, Cfa's Contact Details

Claire Gregory, Cfa work email

Claire Gregory, Cfa personal email

n/a
About Claire Gregory, Cfa

Claire Gregory, Cfa is a Chief Compliance Officer and Director, Operations at Monograph Wealth. She possess expertise in equities, portfolio management, mutual funds, securities, investments and 2 more skills.

Claire Gregory, Cfa's Current Company Details
Monograph Wealth

Monograph Wealth

View
Chief Compliance Officer and Director, Operations
Los Angeles, CA, US
Website:
monographwealth.com
Employees:
18
Claire Gregory, Cfa Work Experience Details
  • Monograph Wealth
    Chief Compliance Officer And Director, Operations
    Monograph Wealth
    Los Angeles, Ca, Us
    View
  • Monograph Wealth
    Chief Compliance Officer & Director, Operations
    Monograph Wealth Aug 2021 - Present
    El Segundo, California, Us
    View
  • Brownson, Rehmus & Foxworth
    Chief Compliance Officer
    Brownson, Rehmus & Foxworth Jul 2019 - Jul 2021
    Chicago, Il, Us
    View
  • Capstone Financial Advisors Inc.
    Director, Portfolio Operations
    Capstone Financial Advisors Inc. May 2014 - Jun 2019
    Downers Grove, Il, Us
    View
  • Ashfield Capital Partners, Llc
    Operations Manager
    Ashfield Capital Partners, Llc Jun 2013 - May 2014
    New York, Ny, Us
    View
  • Ashfield Capital Partners, Llc
    Ims Operations Manager
    Ashfield Capital Partners, Llc Feb 2010 - May 2013
    New York, Ny, Us
    View
  • Ashfield Capital Partners, Llc
    Portfolio Operations Specialist
    Ashfield Capital Partners, Llc Oct 2007 - Jan 2010
    New York, Ny, Us
    View
  • Hewins Financial
    Portfolio Accountant
    Hewins Financial Jun 2006 - Sep 2007

Claire Gregory, Cfa Skills

Equities Portfolio Management Mutual Funds Securities Investments Financial Analysis Finance

Claire Gregory, Cfa Education Details

  • University Of California, Davis
    University Of California, Davis
    Bachelor Of Arts (B.A.)

Frequently Asked Questions about Claire Gregory, Cfa

What company does Claire Gregory, Cfa work for?

Claire Gregory, Cfa works for Monograph Wealth

What is Claire Gregory, Cfa's role at the current company?

Claire Gregory, Cfa's current role is Chief Compliance Officer and Director, Operations.

What is Claire Gregory, Cfa's email address?

Claire Gregory, Cfa's email address is cg****@****inc.com

What schools did Claire Gregory, Cfa attend?

Claire Gregory, Cfa attended University Of California, Davis.

What skills is Claire Gregory, Cfa known for?

Claire Gregory, Cfa has skills like Equities, Portfolio Management, Mutual Funds, Securities, Investments, Financial Analysis, Finance.

Who are Claire Gregory, Cfa's colleagues?

Claire Gregory, Cfa's colleagues are Tyler Laferriere, Alex Yaftali, Cfa, Bradley Klahn, Annie S., Will Martinet, Matthew Haefner, Cfp®, Cynthia Rogers.

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