Greg Jones. Ma. Email & Phone Number

Charlotte, North Carolina Area

I am a Registered Investment Advisor and Independent Consultant for Altavista Wealth Management, Inc.

Objectively represented clients searching for investment advisors, trustee services and wealth management solutions at reasonable costs.

Firm specialties: Economic Sector Rotation, large company stock portfolio management and interest rate bond management. As Marketing Director, I presided over the largest growth of new assets into the firm since inception in 1989.

External Portfolio Manager proponent for individuals, corporations and tax-exempt institutions. I established an Investment office for Merrill Lynch.

Compass Bank's Trust Governing Committe Member.From coast-to-coast, I combined the skills of Sterling Capital and Wedge Capital Management and other external advisors hired by Compass Trust Divison, from Charlotte, N.C. Designed multiple-manager strategies for a national clientele. Grew trust assets from $900 million to $6Billion in a decade.

Multiple-manager combination for risk reduction and increased returns within a trust investment environment at Northwestern Bank, that later merged into First Union National Bank's Capital Management Group, Charlotte, N.C.

Investments, pensions, health and life insurance marketing in western N.C.

Greensboro, North Carolina

Administrative and financial responsibility for several group homes for troubled youth.

Morganton, North Carolina

My wife and I became certified to implement an independent, research-validated residential treatment program for adolescents with pre-delinquent, delinquent and emotional issues.Working with the children, their parents and teachers, we helped some avoid institutions, keeping them at home, where the problems originated and solutions should be found.

Greensboro N.C. District Office of Internal Revenue Service.Intensive tax law training and field audits of corporations, proprietorships, partnerships and individuals to determine correct tax liability.

Fort Bragg, North Carolina

Awarded: National Defense Medal for service during wartime. 82D Airborne was on alert to go anywhere in the world. Chaplain Corps:I met Chaplains of almost every denomination, Rabbis, Jesuit Priests, Quakers, Adventists, Mullahs, Baptists, Mormons, etc. For marvelous discussions along the way. Wished for more Hindu, Tao and Asian clerics. Everyone seemed.

Albuquerque, New Mexico

Various duties: session musician (guitarist), 8 track Ampex analog recording assistant, singer, lead guitar, traveling band member and recording studio business administration. Performances: Curtain raiser cover for Dave Clark Five, on tour in Albuquerque.

Manapouri Access Tunnel, New Zealand.

Meremere Power Station, New Zealand.

Counseling Psychology

Activities and Societies: Fifty hours of intensive training and peer review. Followed by a year of field experience in counseling those.

Education record

Certification in Fiduciary law, trusts, investments and estate planning.

Master'S Degree, Behavioral Science.

Batchelor(S) Of Science Graduated 4.0 On A 4.0 Scale., B.S Accounting And B.S Economics.

Activities and Societies: Inducted into Delta Epsilon Sigma, a National Scholastic Honorary Society.

Education record

Education record

Education record