AeroLeads people directory · profile
Greg Bone Email & Phone Number
Partner - Investments
at
Corient
1 work email found
@rgtadvisors.com
1 phone found area 972
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Greg Bone? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Bone is listed as Partner - Investments at Corient, based in Dallas, Texas, United States. AeroLeads shows a work email signal at rgtadvisors.com, phone signal with area code 972, and a matched LinkedIn profile for Greg Bone.
Greg Bone previously worked as Managing Director at Rgt Wealth Advisors and Portfolio Manager at H.D. Vest Financial Services. Greg Bone holds Ma, Economics from Southern Methodist University.
Company email context
Email format at Corient
This section adds company-level context without repeating Greg Bone's masked contact details.
{first_initial}{last}@rgtadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Greg Bone. Compare company email patterns before reaching out.
Profile bio
About Greg Bone
Greg Bone is a Partner - Investments at Corient. He possess expertise in portfolio management, investments, due diligence, asset allocation, asset management.
Listed skills include Portfolio Management, Investments, Due Diligence, Asset Allocation, and 1 others.
Current workplace
Greg Bone's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 25 years
Greg Bone work experience
A career timeline built from the work history available for this profile.
Partner - Investments
CurrentCorient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.
Aug 2023 - Present
Managing Director
Rgt Wealth Advisors
Greg Bone joined RGT Wealth Advisors in 2002 and has over seventeen years of experience in investment research and portfolio management. Mr. Bone was previously a portfolio manager at H.D. Vest. He has experience with both graduate and postgraduate economic research. Currently, he is a member of the CFA Society of Dallas-Fort Worth. Mr. Bone is a Managing Director and a member of the Research and Investment Management Team at RGT. Mr. Bone is a Chartered Financial Analyst and holds a Masters in Economics from Southern Methodist University in Dallas. Mr. Bone graduated with a Bachelor of Arts in Economics from Hendrix College in Conway, Arkansas.
2002 - Sep 2023
Portfolio Manager
Conducted due diligence and research on investment managers and asset allocation strategies. Managed fee-based accounts. Provided training for registered representatives on investment topics.
Feb 1997 - Jul 2002
Associate
Disraeli And Associates
Research and operations associate.
Jun 1993 - Nov 1996
2 education records
Greg Bone education
Ma, Economics
Southern Methodist University
Ba, Economics
Hendrix College
FAQ
Frequently asked questions about Greg Bone
Quick answers generated from the profile data available on this page.
What company does Greg Bone work for?
Greg Bone works for Corient.
What is Greg Bone's role at Corient?
Greg Bone is listed as Partner - Investments at Corient.
What is Greg Bone's email address?
AeroLeads has found 1 work email signal at @rgtadvisors.com for Greg Bone at Corient.
What is Greg Bone's phone number?
AeroLeads has found 1 phone signal(s) with area code 972 for Greg Bone at Corient.
Where is Greg Bone based?
Greg Bone is based in Dallas, Texas, United States while working with Corient.
What companies has Greg Bone worked for?
Greg Bone has worked for Corient, Rgt Wealth Advisors, H.D. Vest Financial Services, and Disraeli And Associates.
How can I contact Greg Bone?
You can use AeroLeads to view verified contact signals for Greg Bone at Corient, including work email, phone, and LinkedIn data when available.
What schools did Greg Bone attend?
Greg Bone holds Ma, Economics from Southern Methodist University.
What skills is Greg Bone known for?
Greg Bone is listed with skills including Portfolio Management, Investments, Due Diligence, Asset Allocation, and Asset Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial