Gary Bockhorst

Gary Bockhorst Email and Phone Number

Business Strategy @
Gary Bockhorst's Location
Louisville, Kentucky, United States, United States
Gary Bockhorst's Contact Details

Gary Bockhorst personal email

About Gary Bockhorst

I have 30+ years experience in portfolio management (US equities & fixed income), corporate planning, start-up operations, M&A activities and the exploration industry.

Gary Bockhorst's Current Company Details
Westwind Consulting

Westwind Consulting

Business Strategy
Gary Bockhorst Work Experience Details
  • Westwind Consulting
    Principal
    Westwind Consulting Nov 2017 - Present
    United States
    o Advised on financial planning and wealth management for high-net-worth clients including the development of tailored investment strategies.o Negotiated contracts focusing on the acquisition and production on valuable mineral interests, resulting in significant portfolio growth.o Played a pivotal role in the financial structuring and development of community living facilities both domestically and internationally.
  • First Bankers Trust Company
    Executive Wealth Advisor
    First Bankers Trust Company Dec 2011 - Nov 2017
    Louisville, Kentucky Area
    o Functioned as Chief Investment Officer, directing the wealth management strategyo Grew assets under management from $100 million to $400 million during tenure at the firm though marketing the firm to new potential clients and prospecting existing business.o Personalized asset allocation and risk assessment for clients to align with their investment goals and risk tolerance.o Met regularly with clients to evaluate their portfolio and assess if any changes needed to be made. o Led the software transition for a trust accounting system enhancing the firm's operational efficiency and support for wealth management.
  • Hilliard Lyons
    Vice President - Equity Analyst
    Hilliard Lyons Nov 2000 - Feb 2010
    o Worked on multiple portfolio products including Large-Cap Value, Large Cap-Growth, and Mid-Cap with a market value exceeding $1 Billion.o Ensured sustained long-term market outperformance through meticulous equity research and strategic portfolio adjustments across diverse industries.o Met regularly with clients and potential clients to advise on wealth strategies.
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  • Darwin Networks
    Director Of Strategic Planning
    Darwin Networks Sep 1999 - Oct 2000
    o Conducted comprehensive financial modeling essential for strategic decision-making in a competitive start-up environment.o Secured significant venture capital funding through persuasive communication with investment bankers.o Drove company growth by overseeing strategic acquisitions that enhanced organizational strength and market presence.
  • Community Physicians Network
    Senior Financial Analyst
    Community Physicians Network Feb 1998 - Aug 1999
    o Generated operational enhancements by analyzing and improving upon clients' business processes which directly facilitated overall financial efficiency.
  • Yum Brands (Kfc Division)
    Analyst - Strategic Planning
    Yum Brands (Kfc Division) Mar 1997 - Feb 1998
    o Worked on their initiative to develop the KFC and Taco Bell co-branded concept which contributed to operational innovation within the restaurant industry.o Awarded KFC Blue Chip award recognizing exceptional financial planning for a large franchised network.
  • Bank Of Louisville
    Branch Manager
    Bank Of Louisville Sep 1992 - Mar 1997
    * Managed 6 full time and 3 part time personnel and expanded a sagging installment loan base by an average of 8% in a mature market.

Gary Bockhorst Skills

Finance Equities Customer Service Banking Asset Managment

Gary Bockhorst Education Details

Frequently Asked Questions about Gary Bockhorst

What company does Gary Bockhorst work for?

Gary Bockhorst works for Westwind Consulting

What is Gary Bockhorst's role at the current company?

Gary Bockhorst's current role is Business Strategy.

What is Gary Bockhorst's email address?

Gary Bockhorst's email address is gb****@****hoo.com

What schools did Gary Bockhorst attend?

Gary Bockhorst attended University Of Louisville, Spring Hill College, Cfa Institute.

What skills is Gary Bockhorst known for?

Gary Bockhorst has skills like Finance, Equities, Customer Service, Banking, Asset Managment.

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