Greg Elkins, Cfa Email and Phone Number
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Thoughtful investment professional with experience in multi-asset class institutional portfolio management, portfolio construction, and manager research and analysis
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Director Of InvestmentsWisconsin Investment Management Company (Wisimco) May 2019 - PresentMadison, Wisconsin, United States
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Director Of InvestmentsUniversity Of Wisconsin Foundation May 2019 - PresentMadison, Wisconsin AreaMember of investment team responsible for managing $4 billion endowment portfolio -
Senior Investment ManagerBlue Cross And Blue Shield Of Illinois, Montana, New Mexico, Oklahoma & Texas Aug 2018 - May 2019Greater Chicago AreaAdvised on and helped manage institutional investment assets for health insurance company; scope consists of corporation's balance sheet assets, life insurance subsidiary's assets, and company’s Defined Benefit and Defined Contribution plan assets -
Financial & Investment ConsultantBlue Cross And Blue Shield Of Illinois, Montana, New Mexico, Oklahoma & Texas Feb 2016 - Aug 2018Greater Chicago Area
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Associate Portfolio ManagerBrown Advisory Jan 2015 - Jan 2016Chapel Hill, North CarolinaAdvised on and helped manage private client and balanced institutional investment assets with allocations across asset classes including fixed income, global equity, long/short equity, private equity, private real estate, private credit, private energy, and venture capital -
Portfolio AnalystBrown Advisory Jul 2012 - Dec 2014Chapel Hill, North CarolinaSupported the office’s 2 Portfolio Managers by researching, developing, and executing investment strategies and created client-specific materials, analyses, and memos that address capital market events and educate clients on developments in their portfolios
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Senior Investment Performance Analyst & Team LeaderCambridge Associates Jun 2008 - Jul 2012Arlington, VirginiaSupervised, delegated, and oversaw daily activities and professional development, including completion of formal biannual performance evaluations, of team of 9 professionals and assistants engaged in investment performance analysis and reporting while ensuring team’s timely and accurate delivery of over 125 monthly and quarterly client reports
Greg Elkins, Cfa Skills
Greg Elkins, Cfa Education Details
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Cum Laude -
Finance, General
Frequently Asked Questions about Greg Elkins, Cfa
What company does Greg Elkins, Cfa work for?
Greg Elkins, Cfa works for Wisconsin Investment Management Company (Wisimco)
What is Greg Elkins, Cfa's role at the current company?
Greg Elkins, Cfa's current role is Director of Investments, WISIMCO.
What is Greg Elkins, Cfa's email address?
Greg Elkins, Cfa's email address is j.****@****ail.com
What is Greg Elkins, Cfa's direct phone number?
Greg Elkins, Cfa's direct phone number is +141058*****
What schools did Greg Elkins, Cfa attend?
Greg Elkins, Cfa attended Washington And Lee University, University Of North Carolina At Chapel Hill.
What skills is Greg Elkins, Cfa known for?
Greg Elkins, Cfa has skills like Portfolio Management, Investments, Financial Analysis, Data Analysis, Project Management, Leadership, Microsoft Excel, Bloomberg Terminal, Management, Fixed Income, Asset Management, Performance Reporting.
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