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Gene Gross, Cfa is listed as Branch Associate at Cygnus Asset Management, LLC., a with 5 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at cygnus-am.com and a matched LinkedIn profile for Gene Gross, Cfa.
Gene Gross, Cfa previously worked as Portfolio Manager at Biltmore Family Office, Llc and Analyst at Biltmore Family Office, Llc. Gene Gross, Cfa holds Bachelor Of Science (Bs), Finance from Case Western Reserve University.
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AeroLeads found 1 current-domain work email signal for Gene Gross, Cfa. Compare company email patterns before reaching out.
Gene Gross, Cfa is a Branch Associate at Cygnus Asset Management, LLC..
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Charlotte, North Carolina Area
Financial Advisor, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cygnus Asset Management, LLC., is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Brooklyn, Ohio
• Monthly and quarterly reporting duties for both clients and consultants• Created reports to be used by Client Service team on newly implemented accounting and performance systems• Help create weekly reports pertaining to prospective clients and relationship building for sales team• Prepare investment review books for clients as requested
Lancaster, Pennsylvania
• Stock research and analysis• Wrote company overviews for client’s stocks, including reasons for ownership• Compared relative quality of various securities in a given industry• Client performance reporting• Exposure to portfolio management techniques for equity and fixed income
Strongsville, Ohio
• Compiled and analyzed competitor profiles, including financial information and strategies• Issued reports based on earnings announcements of competing companies• Collected market share data and reported on the trends
Other employees you can reach at cygnusam.com. View company contacts for 5 employees →
Nathan Peterson
Colleague at Cygnus Asset Management, Llc.Charlotte, North Carolina, United States
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Adam Leach
Colleague at Cygnus Asset Management, Llc.Charlotte Metro, United States
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Lisa Mcintire Shaw, Cfp® Cima®
Colleague at Cygnus Asset Management, Llc.Charlotte Metro, United States
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Clif Mcintire, Cfp® Cima®
Colleague at Cygnus Asset Management, Llc.Charlotte, North Carolina, United States
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Gene Gross, Cfa works for Cygnus Asset Management, LLC..
Gene Gross, Cfa is listed as Branch Associate at Cygnus Asset Management, LLC..
AeroLeads has found 1 work email signal at @cygnus-am.com for Gene Gross, Cfa at Cygnus Asset Management, LLC..
Gene Gross, Cfa is based in Charlotte Metro, United States while working with Cygnus Asset Management, LLC..
Gene Gross, Cfa has worked for Cygnus Asset Management, Llc., Biltmore Family Office, Llc, Victory Capital Management, Gross Investments, and Akzonobel.
Gene Gross, Cfa's colleagues at Cygnus Asset Management, LLC. include Nathan Peterson, Adam Leach, Lisa Mcintire Shaw, Cfp® Cima®, and Clif Mcintire, Cfp® Cima®.
You can use AeroLeads to view verified contact signals for Gene Gross, Cfa at Cygnus Asset Management, LLC., including work email, phone, and LinkedIn data when available.
Gene Gross, Cfa holds Bachelor Of Science (Bs), Finance from Case Western Reserve University.
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