Gregory Kass Jr. Email and Phone Number
Gregory Kass Jr. work email
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- Valid
Gregory Kass Jr. personal email
Gregory Kass Jr. phone numbers
With a diverse background in finance, I began my career as a Financial Advisor, gradually evolving into roles in investment operations and platform management. My journey has encompassed trading, sales support, and close collaboration with Senior Portfolio Managers as an Investment Portfolio Specialist. Currently, I am a Portfolio Manager and part of the Equity Strategy Team, actively assisting Equity Strategy Managers manage a variety of separately managed accounts (SMAs).As a Portfolio Manager, I oversee a substantial portfolio, directly delivering tailored solutions to clients. My expertise includes strategic and dynamic asset allocation, tax loss harvesting, and portfolio adjustments in response to ever-changing market conditions. My multifaceted experience ensures a comprehensive approach to managing investments, always with the client's best interests at heart.
Hancock Whitney
View- Website:
- hancockwhitney.com
- Employees:
- 3823
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Senior Investment Portfolio SpecialistHancock Whitney Jul 2023 - PresentGreater New Orleans AreaPortfolio Manager, Central Trading Group, Equity Strategy Team, Utilities Analyst
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Investment Portfolio SpecialistHancock Whitney Apr 2022 - Jul 2023Greater New Orleans AreaCentral Trading Group, Equity Strategy Team, Utilities Analyst
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Wealth Platform ManagerHancock Whitney Jun 2021 - Apr 2022Greater New Orleans AreaInvestment Management & Advisory Platform
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Discount Brokerage Representative - Investment Services Sales And SolutionsHancock Whitney Jan 2020 - Jun 2021Greater New Orleans AreaBroker-Dealer Investment Operations, Trading Desk, Client and Advisor Solutions Team, Managed Money Support
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Financial Services SpecialistHancock Whitney May 2019 - Dec 2019Greater New Orleans Area
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Financial AdvisorEdward Jones Oct 2018 - Feb 2019Greater New Orleans Area -
Financial Advisor TraineeEdward Jones May 2018 - Sep 2018Greater New Orleans Area
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Operations, International Freight And Transportation ServicesLivingston International Sep 2015 - Apr 2018New Orleans, Louisiana
Gregory Kass Jr. Skills
Gregory Kass Jr. Education Details
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Business Administration And Management, General -
Personal Investing
Frequently Asked Questions about Gregory Kass Jr.
What company does Gregory Kass Jr. work for?
Gregory Kass Jr. works for Hancock Whitney
What is Gregory Kass Jr.'s role at the current company?
Gregory Kass Jr.'s current role is Senior Investment Portfolio Specialist at Hancock Whitney Asset Management.
What is Gregory Kass Jr.'s email address?
Gregory Kass Jr.'s email address is gk****@****ntl.com
What is Gregory Kass Jr.'s direct phone number?
Gregory Kass Jr.'s direct phone number is +171669*****
What schools did Gregory Kass Jr. attend?
Gregory Kass Jr. attended Louisiana State University, Louisiana State University.
What skills is Gregory Kass Jr. known for?
Gregory Kass Jr. has skills like Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Access, Air Freight, Microsoft Word.
Who are Gregory Kass Jr.'s colleagues?
Gregory Kass Jr.'s colleagues are Alan Childress, Stephanie Sturdivant Duhon, Margurite D Henry, Angelique Dewert, Linda Monera, Dana Andrews, Jane Truett.
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