Greg Whitaker Email and Phone Number
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Greg Whitaker , a 28 year industry veteran, is a Director for Dearborn Partners serving financial professionals in the Southeast region.Prior to working at Dearborn, Greg was a senior investment consultant at Thornburg Investments. In addition, he has served as senior vice president and regional marketing director at F-Squared Investments and was responsible for distribution efforts at the national broker dealer firms in the southeastern United States. Greg also spent a decade at Legg Mason Global Asset Management, and began his career as a senior vice president at Putnam Investments, where he received that company’s prestigious “Top Gun” award.
Dearborn Partners
View- Website:
- dearbornpartners.com
- Employees:
- 42
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DirectorDearborn Partners May 2022 - PresentSoutheastern Us-Based In Atlanta, Ga
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Senior Investment ConsultantThornburg Investment Management Dec 2015 - Apr 2022Southeastern Us Based In Atlanta -
Regional Director- Senior Portfolio SpecialistIndexiq Aug 2015 - Nov 2015Atlanta-Southeast UsSenior Portfolio Specialist responsible for the distribution of the various IndexIQ ETF's and related products in Georgia, North Carolina, South Carolina, Alabama, Mississippi, Florida, and Puerto Rico. Worked in direct partnership with the NYLIM/Mainstay distribution team and cover the Wirehouse, Independent and RIA channels. -
Senior Vice President - Regional DirectorFsquared Investments Mar 2014 - Jul 2015SoutheastResponsible for all of the SMA business in the National Broker Dealer Division in GA, SC, AL, TN, and Northern FL. Worked closely with the third party Sub-Advised Relationships and ETF providers.
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Director-Divisional Wealth SpecialistLegg Mason Feb 2004 - Mar 2014SoutheastResponsible for the distribution of all open and closed end Mutual Funds, SMA's, 529's, and Retirements Plans for the national broker dealer firms in Georgia and Alabama. In addition, I was a National Speaker for the The Advisor Partnership Program and conducted industry training on the regional, divisional, and national level at Merrill Lynch, Wells Fargo, Morgan Stanley and UBS. I originally joined the firm as a part of Citigroup Asset Management where I worked closely with Smith Barney on the regional and divisional level. Legg Mason acquired CAM in 2005. -
Senior Vice President- Senior Regional Marketing DirectorPutnam Investments Apr 1996 - Feb 2004SoutheastResponsible for the distribution of all open and closed end Mutual Funds, SMA's, 529's, and Retirements Plans for the national broker dealer firms in GA, SC, FL, TN, MS, and Al. I was awarded the TOP GUN Award for sales and leadership over multiple years with the firm.
Greg Whitaker Skills
Greg Whitaker Education Details
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Finance
Frequently Asked Questions about Greg Whitaker
What company does Greg Whitaker work for?
Greg Whitaker works for Dearborn Partners
What is Greg Whitaker's role at the current company?
Greg Whitaker's current role is Director- Dearborn Partners.
What is Greg Whitaker's email address?
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What is Greg Whitaker's direct phone number?
Greg Whitaker's direct phone number is (505) 984*****
What schools did Greg Whitaker attend?
Greg Whitaker attended Wofford College.
What skills is Greg Whitaker known for?
Greg Whitaker has skills like Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Series 7, Alternative Investments, Series 63, Retirement Planning, Portfolio Management.
Who are Greg Whitaker's colleagues?
Greg Whitaker's colleagues are Wayne Stevens, Samira Laskic, Tom Rowland, Roger Diaz, Cima®, Brian Hisel , Cpa, Meredith West, Eddie Trapp, Cfp®.
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